Overview
Financial Analyst Jobs in New York, NY at Vertisystem (A MOURI Tech Company)
Title: Financial Analyst
Company: Vertisystem (A MOURI Tech Company)
Location: New York, NY
Job details:
3-Days Onsite, 2-Days Remote
2-Rounds of interviews, both on Zoom
We're seeking someone to join our Segment Reporting & Analytics Team in Investment Management Finance (IM Finance) to be involved in reporting the IM Segment results during the quarterly due diligence process and the multiyear forecast processes. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a contingent role within the Financial Planning & Analysis team (FP&A), which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance.
Additional responsibilities include expense allocation and reporting. FP&A is a contributor to the Firm's Quarterly Stress Testing/CCAR processes.
What you'll do in the role:-
Support quarterly revenue, expense and balance sheet reporting for the IM Segment
Support FP&A deliverables related to quarterly external disclosures (10K/Q/14Q), partnering closely with Corporate Accounting to ensure integrity, consistency, and risk awareness.
Compile sensitivity analysis and scenario framing to inform senior management and risk discussions.
Compile weekly summary of projected IM results, including net flows, AUM and P&L.
Support quarterly expense reporting, including detailed analysis of drivers for teams with the IM
Segment.
Support efforts to enhance forecasting, reporting, and control processes, improving efficiency, transparency, and analytical rigor.
What you'll bring to the role:
• Preferred bachelor’s degree in finance, Accounting, or a related field.
• Desired 5+ years of work experience.
• Desired technical skills in Microsoft Office applications (Excel, Powerpoint, PowerBI) and financial software applications, such as TM1.
• Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all
• levels
• Analytical mindset with attention to detail.
• Committed and self-motivated individual who can demonstrate initiative and problem-solving abilities.
• Excellent organizational skills and the ability to work to and manage deadlines
