
Financial Analyst, GA
2 weeks ago
Financial Analyst, GA & GWAM Controllers COE (US)
As part of the Global Wealth and Asset Management (GWAM) and General Account (GA) Controls Center of Excellence (COE), the Financial Analyst, GA & GWAM Controls COE, plays a key role in supporting management from the segment in navigating the SOX/MAR testing cycle and driving process efficiencies.
Responsibilities- Build effective relationships with key stakeholders through collaboration and coordination with different functional areas and leaders to document SOX/MAR controls, gather and review audit evidence, and track progress of testing with internal/external auditors.
- Effectively manage SOX/MAR walkthroughs and related activities for assigned business areas.
- Support the quarterly close cycle by helping to prepare dashboards and reports for senior management.
- Assist in the assessment and review of the adequacy of controls and any deficiencies noted within the business.
- Present findings and recommendations to the team and business owners and using strong written and verbal communication skills. Design solutions to manage risk and provide insight into processes and controls.
- Maintain a high level of responsiveness to internal and external auditors, management, and other key stakeholders.
- Drive continuous improvement of management’s control framework and team processes.
- Additionally, the individual will have the opportunity to support various ad hoc controls and audit related initiatives on the team.
- Bachelors Degree in Accountancy.
- CPA licensure is an advantage, but not required.
- 2-4 years work experience with at least 1 year experience in external Audit and other relevant work experience in Finance and management reporting.
- Working knowledge of SOX/MAR and IFRS/NAIC accounting guidelines.
- Must be willing to work on night shift in Quezon City on hybrid work setup.
- Strong interpersonal and communication skills – able to build and maintain relationships with a variety of stakeholders; able to effectively communicate ideas and recommendations orally and in writing, while considering the viewpoints of others.
- Detailed oriented with strong organization and project management skills; commitment to quality while still meeting deadlines.
- Prioritizing and reprioritizing work deliverables and projects based on changing business needs (deadlines, scope of projects).
- Team player and self-motivated; able to work independently and with teams in Boston, Toronto, and other international locations.
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
- Seniority level: Associate
- Employment type: Full-time
- Job function: Finance
- Industries: Financial Services and Technology, Information and Media
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