Advanced Senior Financial Analyst

Western & Southern; Cincinnati (OH); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading financial services company seeks a Business Planning Analyst to guide business strategy through insights and performance measurements. This role involves developing financial models, leading audits, and collaborating with various committees. The ideal candidate will have strong analytical skills and extensive experience in the financial services sector.

Qualifications

• Bachelor's degree in Finance or related field required.
• Seven-plus years' experience in an analytical role required.
• Demonstrated experience with advanced spreadsheet applications.

Responsibilities

• Develops annual and multi-year business plans with financial models.
• Chairs the Best-execution Committee and supports various committees.
• Identifies and implements process and cost improvements.

Skills

Quantitative skills

Analytical skills

Communication

Organizational skills

Education

Bachelor's Degree in Finance

Master's Degree MBA

Tools

Spreadsheet applications

Job description

Overview

Provides business planning, forecasting, data-driven decision analysis, and financial performance measurement for all business units and asset segments of Fort Washington. Leads the annual budgeting process and evaluates variances to budget throughout the year. Oversees the FWIA invoicing process. Analyzes and communicates quarterly financial results to both Fort Washington and Western & Southern senior management. Develops and maintains critical management-decision-making analytical tools, suggests and implements cost-saving projects, and works on special projects as needed. Creates highly confidential analyses in support of new business initiatives and potential acquisitions. Chairs or supports multiple working committees within Fort Washington. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates when appropriate.

Responsibilities

What you will do:

• Provides leadership for the business and executes key initiatives for executive management.
• Develops annual, three-year, and (in some cases) five-year business plans using a well-documented and mechanized financial model. Constructs annual budget and supplies monthly variances to senior leadership.
• Develops, implements and reports business unit profitability and performance measures with an emphasis on deep coverage of the Private Equity and Private Client business units.
• Chairs the Best-execution Committee. Facilitates work in support of the Fort Washington Risk Management Committee. Co-chairs the FW Treasury Committee. Co-chairs the FW Op-ex Committee.
• Acts as main liaison for the annual LLC audits with the external auditor, custodian, and internal stakeholders.
• Develop and oversee a holistic sales reporting paradigm that accurately captures sales of all FW strategies inclusive of all delivery vehicles (SMA, funds, ETFs, CITs, etc).
• Develops decision analysis tools necessary to help manage and grow the business.
• Identifies and implements process and cost improvements.
• Prepares and communicates Scorecard commentary quarterly for each business unit supported.
• Fulfills investment advisory duties in a fashion that supports a culture of compliance.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• Bachelor's Degree Finance or related field or commensurate selection criteria experience in related position or industry - Required
• Master's Degree MBA, Finance/accounting or equivalent - Preferred
• Typically having seven-plus years' experience in an analytical role or five-plus years' experience in an analytical role and one of the following advanced degrees or designations: MBA, master's degree in finance/accounting -equivalent, CFA, CPA or CMA - Required
• Demonstrated experience working independently under little direction from management. Experience must include identifying and resolving problems where independent decision-making and self-initiative were demonstrated.
• Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organization skills. Expected to cite examples of organization and time management/methods used to manage or prioritize workload demands.
• Proven strong quantitative and analytical skills, including demonstrated experience identifying, defining and resolving complex problems, and collecting or interpreting data to establish facts and draw valid conclusions to provide effective resolutions. Proven experience with sound decision-making skills when dealing with multiple alternatives. Demonstrated ability to conceptualize and apply new methodologies.
• Proven excellent verbal and written communication skills with ability to convey information to others in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format.
• Prior analytical experience in a role within the asset management or financial services field
• Demonstrated experience in advanced spreadsheet applications. Includes extensive modeling of multiple business units and/or various financial products.

Work Setting/Position Demands:

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.
• Occasional after-hours work needed
• Routine and/or extended after hours work needed

Travel Requirements:

• 5% travel Business Conferences