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Financial Planning Analyst - C12 - LOS ANGELES
$115,200–$172,800 year
On-site · Los Angeles, California, United States
Job Summary
Provide reporting, planning, forecasting and analysis for all investment products (capital markets, Global Managed Investments, Tailored Portfolio Group). Produce monthly and quarterly management reports, conduct ad hoc analyses for new business initiatives, support project launches, and coordinate annual budgets and quarterly forecasts. Design performance indicators to measure sales/product effectiveness and ensure risk considerations and compliance with applicable laws. Requires strong analytical and communication skills, leadership experience, and the ability to influence across management levels. Education: Bachelor’s degree or equivalent experience; 5-8 years of experience; proficient in financial modeling and presentations; ability to clearly convey financial performance to senior management.
Required Qualifications
- Bachelor's degree or equivalent experience
- 5-8 years of experience
- Strong interpersonal and communication skills
- Ability to influence and collaborate with management
- Proficiency in financial modeling and sophisticated financial presentations
- Proven analytical skills and ability to synthesize quantitative and qualitative data
- Ability to present technical matters in a clear way for leadership and stakeholders
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