Senior Finance Analyst

Purpose of the role

As a Senior Finance Analyst, you will work in the Market Data, Fund Recharge, and Payments teams. You will play a key role in operating and continuously improving the data and research cost allocation model to increase efficiency and collaborate with business leaders. You will be responsible for non-financial reporting data and perform data management functions to ensure that data and research costs are understood, appropriately allocated, and well managed.

Specific responsibilities

• End-to-end production of the annual data and research budget and in-depth updates throughout the year, in close collaboration with the Science and Sourcing and Finance Business Partnering teams, to manage budgets and provide feedback to ensure the delivery of a cost-effective and appropriately challenging final product
• Manage the tools and data used to calculate data cost allocations to ensure accuracy, integrity, and timeliness across all functions
• Design, implementation, and monitoring of appropriate controls to ensure that assignments are correctly applied to large datasets
• Identification and Escalation of Discrepancies in Cost Reporting and Budget Variance Analysis to Management
• Conducting month-end and ad hoc inquiries and ensuring that depreciation has been calculated and posted correctly
• Preparation of data and research notes for investment management committees
• Collaborate with stakeholders across the entire company to agree on appropriate assignment methods and provide constructive feedback where necessary
• Enhance the continuous improvement of departmental processes and procedures; proactively identify and address process and system changes wherever possible
• Support for data cleansing activities to ensure accurate data population in systems (Weekday, MDM)
• Participation in ad hoc projects as they arise

Technical skills

• Proven analytical skills, with well-developed numerical and analytical abilities
• 3 years of experience in a similar role at a financial services company
• Proven experience working in a finance team; experience in investment management or investment banking is desirable but not required
• Strong written and oral communication skills, with the ability to convey complex financial information clearly and concisely to a broad audience
• Advanced Excel skills (charts, pivot tables, data analysis, and data visualization) and familiarity with Power BI are desirable, and a knack for data analysis is essential
• Makes it easy to learn new systems and use them effectively
• Adaptable, flexible, and motivated, with a keen eye for detail and the ability to handle challenges from stakeholders with ease

Core Behaviors

• Delivery-oriented, proactive, and self-reliant
• Attentive to detail and methodical, with a deep appreciation for why care