Job Abstract

Seize the opportunity to work with the Forecast Aggregation product team, responsible for partnering with Planning and Analysis, Controller, Technology and other product-based organizations across the firm to deliver a platform that is leveraged to ingest, catalog, model, enrich, calculate, assess accuracy and report against the firm’s financial forecasts and actuals. This consists of a wide range of activities spanning business process design, application design, data analytics, solutions implementation and capability testing. The team leverages the agile framework, developing the product vision and defining OKRs for execution against various initiatives to deliver new and improved operating models, enhanced data insights, system capabilities and modernization of the forecast data aggregation infrastructure.

As a Business Analyst within the Forecast Aggregation team, you will be instrumental in implementing the strategic project - Aggregation & Analytics Accelerator, aiming to centralize monthly financial reporting for all Planning & Analysis teams across the Firm.

Job responsibilities

• Analyzing, evaluating and challenging both the current and future state business processes and application architecture to identify areas of opportunity for improvement / automation around the forecast data aggregation processes
• Developing the future state vision for the data aggregation data and product, tracking against initiatives and leveraging OKRs to produce weekly/monthly/quarterly and ad-hoc reporting to senior leaders through business reviews
• Leveraging various technologies and data analytics skills to streamline the collection, modeling, calculation, accuracy assessment and reporting for financial data sets (budget, outlook etc.)
• Working with technology to modernize the supporting infrastructure and deliver flexible self-service tools to end-users
• Executing within a fast-paced environment and leveraging the Agile framework

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance, Business Administration, Management, or a related field
• 3+ years of work experience in business transformation, process improvement, or related roles; within the financial services industry
• Experience in process improvement methodologies and leading organizational transformation practices
• Proficiency with data gathering, modeling and manipulation, analytics and problem solving skills with the ability present conclusions concisely
• Familiar with financial concepts and various financial calculations leveraged to deliver complete / accurate financial results and business insights
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Highly motivated with a proven track record for executing on large to small programs, often under pressure given short lead times or with little information / direction
• Inquisitive, enthusiastic and diligent team player with the ability to challenge, while at the same time remaining a respected as a trusted partner for the Planning & Analysis teams
• Highly motivated self-starter with excellent time management/prioritization skills

Preferred qualifications, capabilities, and skills

• Professional experience in Lean Management / Kaizen / Lean Six Sigma / Continuous Improvement / Business Excellence / Operational Excellence / Quality Management / Business Process Mapping, etc.
• Data analytics and data modeling using Python, SQL and / or R
• Familiarity with Amazon Web Services features, such as Databricks and Lakehouse architecture
• Experience with BI tools such as Tableau and Alteryx
• Agile Principles and tools such as Confluence/JIRA
• Experience with other forecast aggregation tools such as Anaplan and Essbase

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