Senior Financial Analyst

Brown Brothers Harriman & Co.; Boston (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Senior Financial Analyst to drive the technology transformation of the Investor Services client pricing and costing processes. The role provides expertise to the global pricing team and partners with Sales/RM on pricing opportunities requiring profitability analysis and fee schedules.

Advanced modeling and analytical skills are essential. Ideal candidates will combine strong financial modeling with data-driven insight, collaborating across finance,

Qualifications

• Minimum 5 years of experience in a finance or accounting environment.
• Undergraduate or postgraduate degree in accounting, finance or related field.
• Strong financial modelling and problem-solving skills.
• Ability to collect, analyze and utilize large data sets to support pricing and client profitability analysis.
• Strong communication and presentation skills, both verbally and in writing.
• Ability to confidently and professionally lead pricing proposal conversations with Sr. Management.
• Highly adaptable with the ability to adjust quickly to competing demands and rapid change.
• Project management experience is a plus.

Responsibilities

• Leverage emerging technologies to transform and optimize the Investor Services pricing and costing processes.
• Harmonize rich but independent data sets to optimize and enhance the financial analytics related to pricing costs.
• Collaborate closely with stakeholders in a project management setting - establishing clear and measurable objectives, accountability and deadlines.
• Manage project scope and change by proactively addressing evolving business needs, minimizing scope creep, and recommending effective solutions.
• Drive best practices and continuous improvement, applying standards across projects and modeling opportunities.
• Ability to create and analyze complex financial models which be used as pricing decision support tools by Sr. Management.
• Provides pricing expertise and analytics, helps lead the collection and analysis of data.
• Support the DIER II process, including data integrity, client profitability, and the RE lead Optimization review.
• Work to enhance deal tracking and reporting regarding new business and repricing’s.
• Assist with other ad hoc projects including competitive benchmarking, backtesting, client profitability reporting, client segment reporting, etc...

Skills

Financial modeling

Data analysis

Strategic thinking

Communication skills

Education

Bachelor's or higher in accounting/finance

Tools

Excel

Access

PowerPoint

Job description

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.

The Senior Financial Analyst will help drive the technology transformation of the Investor Services client pricing and costing processes, and provide overall support and expertise to the global pricing team. The candidate will have experience successfully applying emerging technologies to business processes that have resulted in optimized and enhanced business outcomes. The candidate will collaborate with key stakeholders in the business to design and implement technology-driven client pricing and costing best practices that align with the Firm's financial objectives. The candidate will collaborate with the global Sales / RM and deal teams on sales opportunities that require client profitability analysis, creation of fee schedules and facilitation of collateral that aid in the sales process. The candidate must have advanced modeling and analytical skills.

Responsibilities

• Leverage available emerging technologies to transform and optimize the Investor Services pricing and costing processes
• Harmonize rich but independent data sets to optimize and enhance the financial analytics related to pricing costs (predictive modeling, benchmarking, comps, scenarios, what if analysis, benchmarking, etc)
• Collaborate closely with stakeholders in a project management setting - establishing clear and measurable objectives, accountability and deadlines
• Manage project scope and change by proactively addressing evolving business needs, minimizing scope creep, and recommending effective solutions.
• Drive best practices and continuous improvement, applying standards across projects and modeling opportunities
• Ability to create and analyze complex financial models which be used as pricing decision support tools by Sr. Management
• Provides pricing expertise and analytics, helps lead the collection and analysis of data
• Support the DIER II process, including data integrity, client profitability, and the RE lead Optimization review
• Work to enhance deal tracking and reporting regarding new business and repricing’s
• Assist with other ad hoc projects including competitive benchmarking, backtesting, client profitability reporting, client segment reporting, etc...

Knowledge and Skillset

• Minimum 5 years of experience in a finance or accounting environment
• Undergraduate or postgraduate degree in accounting, finance or related field
• Strong financial modelling and problem-solving skills
• Innovative thinker with a growth mindset and the confidence to challenge conventional/established approaches
• Ability to collect, analyze and utilize large data sets to support pricing and client profitability analysis
• Strong communication and presentation skills, both verbally and in writing.
• Ability to confidently and professionally lead pricing proposal conversations with Sr. Management and navigate difficult conversations
• Highly adaptable with ability to adjust quickly to competing demands, shifting priorities, ambiguity and rapid change
• Ability to prioritize and manage multiple projects - project management experience a plus
• Strong technical skills including advanced proficiency in Microsoft Excel, Access and Power Point as well as proficiency in emerging technologies
• Direct knowledge of BBH Investor Services products and disciplines is a plus

Salary Range

MA: $80,000 - $120,000 base salary + annual bonus target

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role.

Benefits

BBH's total rewards package recognizes your contributions with more than just a paycheck- providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

EEO Statement

We value diverse experiences. We value diverse experiences and transferrable skillsets.

About BBH

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development- so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice- creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often- pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.