Miami, FL, USA
6 days ago
Financial Analysis, Vice President

The Latin America Private bank and Global Families Group Finance team is seeking a seasoned professional who has a penchant for story-telling with financial data and is strategic, analytical, and energetic. This is a high-impact opportunity on our Finance team with broad exposure with the LatAm/GFG business as well as Finance and other functions across the firm. This role will ensure senior management across the LatAm/GFG PB have visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives.

As a Financial Analysis, Vice President within the LatAm/GFG Finance team, you will have the opportunity to work with other highly motivated team members in transforming the finance function into a connected, forward-looking organization that promotes strategic decision making of the business. You will collaborate globally across a diverse set of stakeholders in a dynamic environment. This role offers high visibility across the Private Bank organization and exposure to the Chief Financial Officer of the business, as well as the opportunity to work closely with a wide variety of stakeholders and senior business leads.

Job responsibilities:

Drive financial budgeting, reporting, forecasting and analysis Ensure efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics Create financial business cases supporting initiatives Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management Oversee and perform the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years. Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets. Design new reports and dashboards to efficiently deliver the financial results to senior management Enhance controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities and skills:

Bachelor's degree in Accounting, Finance or a subject of a technical nature 7+ years of work experience, preferably in Financial Services, and/or accounting/controller background. Advanced skills in Excel and PowerPoint Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills with the ability to articulate complex issues clearly Highly motivated and able to thrive and think clearly under pressure and tight deadlines Integrity in handling highly sensitive and confidential information Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams Highly motivated self-starter with excellent time management/prioritization skills Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
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