Team Lead Financial Analyst LFO
This role is primarily focused on conducting business performance analysis for CTI LFO to assess risk and opportunities, Flows/Sales and AUM trend analysis to assess business implications, analyzing data with driver based commentary to support global reporting, planning and forecasting. Creates, maintains and enhances models used in decision support and analyzing segment performance. Manages and provides coaching and tactical training to Financial Analyst/s or trainees/interns. Responsibilities
Monitor and analyze current and past trends impacting business performance for Sales/AUM including effective commentary around business results. Act as an SME for EMEA/APAC flows and AUM. Perform independent analysis using multiple data sources to assist in decision making.
Lead the planning & forecasting process, owning and maintaining various data models and identify risk and opportunities.
Lead the month-end and quarter-end closing process for CTI segment by analyzing the business performance and senior management packages/dashboards..
Ad hoc projects and independently develop/enhance simple to complex models to make future reporting and analysis more efficient.
Manages and provide coaching and tactical training to Financial Analyst/s or trainees/interns. Required Qualifications
Proficiency in MS Office applications (Word, Power Point, Access and Excel), and hands on experience of querying data from SQL server
Strong analytical and problem solving skills with intellect to both develop and challenge explanations & arguements
Experience in working and managing relationships with global teams
Strong interpersonal and influencing skills; ability to lead up to finance and business leaders as well as across the organization
Adaptable to change and ability to work in a challenging and often pressured environment
Effective time management and communication skills essential to manage workload and prioritize tasks Preferred Qualifications
Expertise in SQL Server
Experience in presenting to senior management
Strong need to lead up and across to business partners and finance personnel