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Finance Segment Region Liaison - Wealth Management

Columbus, OH, United States

Partnering closely with Wealth Management segment and region colleagues, the Finance Segment/Region Liaison is responsible for continuous improvement on financial focus and performance expectations in an effort to deliver enhanced earnings to the organization.

Duties & Responsibilities:

Provides advanced, short & long-term financial forecasting, budgeting, reporting and financial analysis support to identified region or business segment.

Leads project workflows and strategic planning on a regular basis.

Performs other duties as assigned.

Basic Qualifications:

Bachelor's degree

5 + years of financial analyst/analytics experience

Preferred Qualifications:

Financial Services experience in Wealth Management strongly preferred.

Self-motivated, forward-thinking individual with a strategic mind-set who can drive performance.

Strong interpersonal skills, with the ability to communicate complex material concisely and effectively across all layers of the organization.

Strong quantitative, analytical, critical thinking, and writing skills.

Proficiency in Excel, PowerPoint, and Hyperion Essbase

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Finance Segment Region Liaison - Wealth Management jobs in Columbus, OH, United States

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