Financial Analyst

The Finance Americas COO department ensures that appropriate solutions are put in place for the Finance (accounting) and Tax organization to meet their business objectives. The team acts as the bridge for the Finance and Tax organization to various departments within the cliebt group, mainly the Business, PMO and Technology organizations in New York, New Jersey, California, Montreal, Mumbai, London, and Paris.

The role resides within FCOO’s Finance Implementation Projects (FIP) Business Line team that works on a wide range of projects simultaneously arising from business, regulatory changes, and strategic initiatives. The team is also responsible for the reengineering efforts of existing applications to improve functionality and efficiencies. The team also provides first line user support through training, research and responding to general queries.

Candidates are measured on the following four performance drivers, which will dictate how individual impact is considered on the Americas platform:

• Able to influence peers and team.
• Demonstrates good judgement when making decisions of high complexity and impact.
• Exercise appropriate autonomy in the execution and delivery of work.
• Responsible for driving outcomes, which have meaningful effect on team or department.

• Creates trust with colleagues.
• Acts in leadership capacity for projects, processes, or programs.

• Able to build relationships with a mix of colleagues and clients.
• Interacts regularly with management and department leaders.
• Demonstrates the ability to influence stakeholders at the team level.

• Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts.
• Perceived as a person of high moral character; upholds corporate values and displays high ethical standards.

The Business Analyst has broad-based responsibilities for the functional design, business line specification and deployment of Finance Systems and Process changes initiatives at both an Americas Legal Entity and IHC level. The candidate will work as a team member of projects.

• Generate, analyse, and document user requirements and business processes for IT development (BRD).
• Undertake data assessment, data gap analysis and remediation.
• Plan and manage user acceptance and migration testing up to successful delivery of end-product or remediation solution.
• Liaise and coordinate cross-functionally to review requirements with stakeholders to enable design and development in liaison with IT, coordinate testing, support go-live, and provide long term support for operational readiness, governance, controls, and aftercare.
• Ensure proper and adequate aftercare and follow-up to remediate any unforeseen issues.
• Manage issues and escalate effectively.
• Ensure on-time quality delivery of projects and tasks assigned.
• Facilitate working group meetings with effective presentation materials and documentation; prepare agendas, document meeting outcomes and communicate to stakeholders and management.
• Support enhancement efforts of the overall control environment, including upstream processes and controls.

• Sound knowledge of lifecycle of financial Global Market and Global Banking products and banking processes, ability to navigate complex data systems and architecture.
• Work closely with Finance Strategy group for current and upcoming new transactions or activities.
• Acts as the contact person within the project teams and for the business line in relation to data and functional aspects and document and validate BRD updates accordingly.
• Engage finance internal teams for relevant schemas and downstream reporting of finance processes.
• Ensure accounts, products, legal entities, and source systems are properly reflected in implementation.
• Track timelines and budget, report weekly updates, lead, and participate in OpCo/Steer Co meetings.
• Ensure appropriate coverage to anticipate and enable resolution for any unforeseen or blocking issues with appropriate escalation.
• Identify opportunities to enhance and automate processes and agilely reprioritize and support other finance projects as they emerge.
• Ensures proper change management controls, rules, and responsibilities as required.
• Excellent PowerPoint and Excel skills to allow for analysis, summary, and presentation to working group and management as required.

• Qualified CFA / Finance University Degree.
• 7 to 10 years of work experience in the field of accounting and / or accounting systems (i.e. upstream to general ledger and downstream) and implementation in the financial services industry.
• Strong technical accounting background in the financial services industry (Ex: Corporate and Investment Bank, Prime and Hedge Fund Services, Investment Management, etc.).
• Experience must include…