The FP&A-PWM team monitors the financial performance of Baird’s PWM (Private Wealth Management) business. By using key metrics and operating results, the team provides financial analysis and advice to assist with operating and strategic decisions.  In addition to current results, FP&A-PWM prepares forward looking information including the budget to illustrate future trends in the business.  The team works with other Baird departments gathering information to evaluate trends and business opportunities.  FP&A-PWM has extensive interaction with the Finance Reporting Team, as well as several other teams supporting the PWM business unit.

As an FP&A Analyst, you will support:

Business Unit Reporting and Analysis: Assist with the analysis of business unit performance, financial models and ad-hoc reporting to support strategic initiatives.  Maintain internal historical financial and operational data.  Prepare and distribute key client metrics and business management reports.  Financial Close: Participate in the monthly close process through communication of variances, key operating metrics, highlights and financial performance to the finance reporting team.  Generate system reports and analyze revenue and expenses to prepare financial schedules and key highlight summaries for internal financial review meetings.  Prepare executive summary and charts for the executive close packet. Budgeting: Assist with the process of updating annual budget by working closely with business units and finance business partners.  Activities include gathering key assumptions for revenue, personnel, outside vendors, and business initiatives to develop client budgets. Create and generate system and ad-hoc reports and prepare variance analysis.  Assist in development of client presentation materials.Special Projects: Participate in key team-wide or department-wide initiatives to improve overall performance and support strategic initiatives.

What makes this opportunity great:

Ability to work with a variety of teams, proving your ability to be highly adaptable on a wide range of duties.Fast paced and dynamic environment enabling you to learn and grow as a professional.Strong history of internal movement & promoting from within.

What we need from you:

Bachelor’s degree in Business (Finance or Accounting preferred).Attention to detail, accuracy and reliability with a drive for continuous improvement.Written and verbal communication skills with the ability to work effectively as a team player.Production of high quality, timely and accurate work output.Organizational and time management skills with the ability to work independently, complete multiple concurrent responsibilities, proactively communicate and take initiative.Problem-solving and analytical skills with the ability to take ownership as needed with a desire for continual learning.Understanding of client needs and provide superior service. 

#LI-YA1

Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. .