Financial Planning & Analysis Role - BFS

- Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process

- Generate flash results/highlights for Board of Directors' reports and Executive Management reports

- Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes

- Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports

- Aid with using metrics to evaluate proposed business decisions

- Execute time critical activities for client facing Financial Planning and Analysis teams

- Assist in the development of review with material for internal senior leadership internal and external regulator reviews

- Has the ability to operate with a limited level of direct supervision.

- Can exercise independence of judgement and autonomy.

- Acts as SME to senior stakeholders and /or other team members.

- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding company, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process