Financial Services Senior Analyst

Primary Details
Time Type: Full time

Worker Type: Employee

Responsible for financial modelling, peer benchmarking and executive reporting thru various FP&A corporate development reports.

Primary Responsibilities

Strategy and Planning

• Support delivery of strategic initiatives reviewing team financial analysis, evaluating gaps and communicating feedback to ensure accurate research
• Align knowledge strategy with business needs
• Assist in process design, development, implementation related to corporate development tasks

Policy, Process and Procedures

• Establish and implement business unit policies and procedures to enhance shared services transactions assigned to the operating function
• Ensure compliance to industry and company guidelines and policies
• Identify improvement areas in current processes in place to improve efficiency
• Maintain an up-to-date knowledge of financial systems, including general ledger systems, to effectively complete job functions

Environmental Awareness/Customer Focus

• Maintain a good internal stakeholder relationship
• Manage stakeholders in line of business unit
• Increase GSSC's credibility within the QBE community through participation in committees, task forces and events
• Provide communication updates in regard to expense-related processes - annual budgeting, forecasting, expense inquiries
• Work with stakeholders to maximize opportunities, minimize expenses and achieve operational and service targets

Technical Performance

• Implement assigned policies and procedures
• Serve as the secondary thought leadership resource for internal customers of the operating unit for all matters related to operational excellence
• Perform data preparation and basic data management on monthly expense analysis process including design, development, implementation and process improvement activities
• Timely and accurate delivery of operating expense related management reports and analysis, including preparing the pre-allocated, post-allocated and annual expense budget report packages
• Support the communication of recommendations to senior stakeholders in an engaging manger
• Assist in the preparation and delivery of stakeholder presentations and facilitating meetings and workshops
• Support ad hoc requests in addition to primary responsibilities
• Serves as a single point of contact for client teams, product development teams, and/or sales teams
• Manage budgeted resources by anticipating expenditures, accurately forecasting resource needs/costs and properly accounting for expenses to meet requirements and achieve fiscal responsibility
• Deliver accurate financial reporting metrics by analyzing financial data, performing complex data entry, verifying accuracy and collaborating with senior leadership as needed
• Support development and preparation of financial models, including earnings, capital and liquidity, to develop proforma analysis of key growth scenarios
• Conduct extensive research to identify business and economic trends, understand competitive landscape though peer benchmarking and market screening, and uncover opportunities for business expansion
• Support preparation of case studies of peers who have expanded into the identified areas of growth
• Support reports on proposed executive-level projects by analyzing profitability and developing growth projections to recommend and build business case for projects that meet organizational objectives
• Support key executive level presentations to relevant stakeholders

People Management

• "Can do" attitude and willingness to help the team reach a deadline
• Develop and maintain effective working relationships within the department

Required Education

• University degree in Business, Finance and/or Accounting
• CPA, CFA charter holder (or passed at least the Level I examination), preferred but not required

Required Experience

• At least 2 years of work experience involving management reporting and/or financial analysis
• At least 4 years relevant working experience

Preferred Competencies/Skills

• Excellent Microsoft Office Skills, particularly Excel and Powerpoint, including financial modelling
• Advanced PowerBI and Market Intelligence skills
• Strong problem solving and analytical skills with ability to use multiple resources to gather and analyze information and use logic to address work-related issues and problems
• Ability to collaborate with people at different levels within the organization to accomplish a common goal
• Effective planning skills and time management
• Excellent communication skills
• Strong stakeholder management skills
• Ability to work on a global team

Preferred Experience

• Preference for work experience in consulting, market intelligence and/or financial planning and analysis
• Preference for work experience in a shared service environment

Preferred Knowledge

• Advanced knowledge of products and concepts relating to the financial services industry, including financial management principles
• Advanced knowledge of Accounting principles and practices, financial markets, banking and analysis and reporting of financial data
• Advanced working knowledge of financial processes, procedures, solutions and best practices
• Advanced foundation of the fundamentals of peer benchmarking, financial modelling, and market research
• High degree of working knowledge of IT controls and safeguards of the collection, organization, structure, processing and delivery of data
• Comprehensive knowledge of development and preparation of financial models, including earnings, capital and liquidity, to develop proforma analysis of key growth scenarios
• Ability to conduct extensive research to identify business and economic trends, understand competitive landscape though peer benchmarking and market screening, and uncover opportunities for business expansion

QBE Cultural DNA

• Everything we do at QBE is underpinned by our DNA (which interlinks seven cultural elements) - because we know it's not just what we do that matters, it's how we do it that makes the difference. We expect all employees to role model and inspire the right behaviours that link to our cultural elements:-We are customer-centred-We are technical experts-We are diverse-We are fast-paced-We are courageous-We are accountable-We are a teamAll employees are expected to adhere to QBE's Code of Ethics and Conduct and apply sound risk management practices

US Only - Disclaimer

• To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities.

Global Disclaimer

• The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee's normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls.

How to Apply:

To submit your application, click "Apply" and follow the step by step process.

Equal Employment Opportunity:

QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.