Associate, U.S. Region Financial Performance Management

RBC Capital Markets, LLC

New York (NY)

On-site

USD 85,000 - 145,000

Full time

14 days+

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Benefits offered by this job

Bonus potential

401(k) with company matching

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Job summary

RBC Capital Markets, LLC in New York is seeking a Financial Planning & Analysis professional to support the US businesses, including Capital Markets, Wealth, and Bank operations. You will collaborate on QBRs for the RBC US Region, integrate management reporting, and develop analytics by collecting data from multiple systems for management review.

The role involves partnering with senior leaders on forecasts, commentary, and strategic projects, plus ensuring regulatory and governance compliance

Qualifications

3-5 years of relevant work experience.
Degree in Accounting/Finance.
Broad comprehension of Capital Markets and Financial Services.
Proficiency in Word, Excel, and PowerPoint.

Responsibilities

Support US GAAP financial performance analysis and strategic projects for US legal entities.
Assist in producing annual plan, 5-year outlook, and quarterly forecasts with regional view.
Enhance US Finance reporting via automation and analytics.
Develop analytics for RIHC Board meetings and coordinate with platform finance teams.
Support senior managers with ad hoc analyses and data mining.
Provide financials for regulatory requests and exams.

Skills

Financial analysis

Excel

PowerPoint

Public speaking

Communication with executives

Education

Accounting/Finance degree

Tools

IBM Cognos/TM1

Job description

Job Description

What is the Opportunity?

Support the US financial performance management (FPM) team in performing financial performance analysis and strategic analysis for RBC's US businesses (management view) such as US Capital Markets, CNB, Wealth Management and RBC Bank.

Coordinate and collaborate on the process for Quarterly Business Review (QBR) for RBC US Region for US CEO Update to RBC CEO.

Support the FPM processes including management reporting, annual operating plan/5 Year Outlook, strategic projects and develop financial performance analytics by collecting and analyzing data from various systems/platforms and presenting the summary to management.

Support business advisory responsibilities through business engagement, strategic analytics and projects.

What will you do?

Support financial performance analysis (US GAAP) and strategic projects for US Legal entities (including RIHC, CUSO, and CMLLC) and integration of RBC's management reporting framework/system into RBC's Combined US Operations (CUSO) and the Intermediate Holding Company (IHC).
Support the production of the annual business plan/5-year outlook/quarterly forecasts and presenting the regional view US CFO /senior management.
Maintain and enhance US Finance reporting capabilities through automation, EPM enhancements, and development of new analytics.
Develop financial performance analytics for quarterly RIHC Board meetings and partner with various platform finance teams for commentary.
Provide support to Senior Managers on requests that may range from ad hoc projects, management reporting, to data mining.
Provide legal entity financials based on regulatory requests and exams.
Aide in translating business strategy into the financial Impact, and expected results, which include identifying financial risks and opportunities.
Support senior business leaders with financial insights including reviewing financial results, peer comparable, what-If analysis with respect to new initiatives and/or new businesses, and financial Impacts of regional business strategies.
Partner with Financial Control teams for IHC and CM LLC goodwill impairment analysis by providing critical inputs such as legal entity earnings forecasts.
Support legal entity forecasting process (US GAAP and IFRS) to provide critical inputs to US and Head Office Tax teams for tax planning.
Support Capital Markets financial performance analysis (management view) and provide the DFR updates to US CFO.

What do you need to succeed?

Must have:

3-5 year of relevant work experience
Degree in Accounting/Finance
Broad comprehension of Capital Markets and Financial Services Industry
Experience using IBM Cognos/TM1
Demonstrated advanced expertise in Word, Excel, and PowerPoint
Advanced analytical skills and experience
Broad understanding of U.S. regulatory environment including FBO's and IHCs
Strong presentational and public speaking activities

Nice to have:

Strategic business sense and organizational awareness
Independent and critical thinker
Effective communication & comfort level interacting with senior executives on a regular basis
Must be operationally savvy, action-oriented who continually strives for improvement
Results-driven, ability to meet deadlines and exceed expectations
Fosters an environment based upon responsibility and accountability to drive execution
Dealing with ambiguity and uncertainty

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to building close relationships with clients

The good‑faith expected salary range for the above position is $85,000 - $145,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company‑matching contributions; health, dental, vision, life and disability insurance; and paid time‑off plan.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and play a critical role in attracting, engaging and retaining talent that: