Global Private Bank Annuities & Life Insurance CFO Team - Analyst
On-site · Plano, Texas, United States
Job Summary
Financial Analysis Analyst within the Global Private Bank Annuities & Life Insurance CFO Team responsible for ongoing reporting and financial analysis, forecasting improvements (including automation), and ad-hoc requests to support senior management. The role emphasizes revenue and balance changes drivers, improving processes, and strengthening the control framework through automation. Key skills include Excel (and SQL/Python as a plus), data visualization/BI tools (Alteryx, ThoughtSpot, DataBricks), and the ability to communicate clearly with stakeholders across levels. The position focuses on financial analytics around profitability of annuities and life insurance products from a finance perspective, with collaboration across USWM/AWM and related organizations.”,
Required Qualifications
- Bachelor’s degree
- 1-year relevant experience
- Strong analytical skills
- Excel proficiency
- Ability to work with large data sets
- Clear and concise communication with management
- Team-oriented and inquisitive mindset
- Proficiency in Excel and experience with data analysis tools
- Authorized to work in the United States (no immigration sponsorship)
Desired Qualifications
- Bachelor’s degree
- 1-year relevant experience
- Strong analytical skills
- Proficiency in Excel
- Ability to work with large data sets
- Clear and confident communication with management
- Team-oriented and proactive
- SQL and/or Python knowledge a plus
- Experience with automation/ETL tools (Alteryx, ThoughtSpot, DataBricks) is a plus
Additional Requirements
- Must be authorized to work in the United States; no sponsorship provided
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