Financial Analyst LFO IND
This role will be primarily focused on supporting the LFO group by reporting and analyzing current and past trends in key performance indicators for advisor error and omissions, intended to provide financial decision support and commentary around the business performance. Also, the role will require supporting any ad-hoc projects based on the business needs. Responsibilities
Prepare periodic reports and dashboards for Sr. Management reviews
Monitor and analyze current and past trends impacting business performance including expenses and recoveries, and providing high level story/detailed comments
Deep dive in order to reconcile advisor E&O expenses and recoveries through various sources of information under strict timelines
Provide support on ad-hoc projects based on the business requirements Required Qualifications
1-3 years of relevant experience with a master degree
Proficiency in Microsoft Office applications, like Word, PowerPoint, and Excel.
Financial analysis and problem-solving experience.
Strong communication, interpersonal, organizational, and time-management skills. Preferred Qualifications