This will be an Individual Contributor role and involves both financial & operational aspects of the business with the successful candidate being able to solve problems, analyze and provide concise insights to both members of the team and business partners. 

As a Financial Planning & Analysis Officer you will:

Assist with the preparation of the internal, external monthly & quarterly financial presentations that includes key financial insights & KPIsBecome a finance partner to accounting and support monthly accounting close activities, provide required information for cost allocation entries by department, calculate monthly accruals, provide information required for cost capitalization.Oversee the preparation of analysis, commentary and presentation material for financial reviews with senior managementSupport the annual planning and monthly forecasting processes including on-going financial forecasts and long-term plansParticipate in the company-wide strategic planning process to establish financial targets and key business assumptions while developing thoughtful methodologies and applying financial rigor throughout the processMaintain & develop financial models and scenario analysis to support valuation, planning, and forecasting of expenses Preparation of seed capital reporting & forecastingPreparation of various business/pricing analysis for fund launchesReview pricing rates in the system and assess changes where required.Experience in cost and profitability allocation models.Utilize current documentation and tools/methodologies and recommend new solutions to improve/automate existing and new processes and support new initiativesBuild strong relationships and coordinate with peers, other business groups and leaders across the enterprise, and develop a detailed understanding of their issues, challenges and opportunities.Lead special projectsDevelop and maintain process documentation, own documentation repositoryProduce and/or enhance internal management reporting and analyses both on a regularly scheduled and ad-hoc basisProvide suggestions and assist in process digitization efforts to improve on process efficiency.

Skills needed to successfully perform the function:​

Excellent verbal and written English communication skillsDetail oriented and well organized, strong interpersonal skills, ability to prioritize work, ability to interact and manage expectations from Senior ManagementHighest standards of completeness and accuracy.Have solid problem solving skills as well as written and verbal communication skills.Flexibility with schedule and ability work across multiple time zones when requiredStrong quantitative and analytical competency.Superior Excel skills including logic functions.Self-starter with excellent interpersonal communication, sense of urgency as well as exceptional written skills.Continuous Improvement mindset and drive efficiency.Demonstrated analytical and problem-solving skills. Data driven and detail oriented, yet able to elevate to a strategic level.Ability to prioritize multiple responsibilities to meet internal and industry deadlines. Highly motivated, multi-task capable and willingness to learn and develop within role.Change management, solution delivery mindsetRequires independent initiative to analyze data and information with a drive to develop value-added solutionsHaving Excellent quantitative and analytical skills

Education and preferred qualifications:

9+ years of professional experience in an operations, accounting or audit role; preferably in financial services industry.Bachelor or Master’s degree in Finance or Accounting; knowledge of asset management a plusStrong accounting experience.Experience in Financial Planning & AnalysisStrong Excel and PowerPoint skills preferred, knowledge of systems a plus (Essbase, Smartview, Oracle, Tableau, Access, Alteryx)IBM Planning Analytics (Tm1) knowledge is preferred

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