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Posted : Sunday, June 30, 2024 12:38 AM
*Inclusively is partnering with a multinational financial services company to hire a Financial Analyst (HYBRID).
* *ABOUT INCLUSIVELY:* Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers.
This includes all disabilities under the ADA, including mental health conditions (e.
g.
anxiety, depression, PTSD), chronic illnesses (e.
g.
diabetes, Long COVID), and neurodivergence (e.
g.
autism, ADHD).
*Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.
* *The Role* The Financial Analyst is a member of the IWMS FP&A team that supports the IWMS business.
More specifically, this analyst will be a key member of the newly created Clearing & Custody Costing and Profitability team, helping to drive IWMS’s financial modernization efforts.
This team is responsible for in-depth costing and profitability analytics to provide insights around the revenue and expense drivers of the C&C businesses.
The analyst will have an opportunity to provide a broad range of financial analytics and reporting of revenue and expense trends to drive improved decision making at all levels of the organization! The *Expertise* and Skills You Bring * Bachelor's Degree in Finance, Accounting, Economics, or equivalent training * Excellent verbal and written communication with proficiency in data management * Knowledge and creative use of financial and presentation tools (Excel, PowerPoint, Anaplan, PowerBI) * Intellectual curiosity and courage to ask the right questions in a variety of settings * Highly motivated, energetic, and hardworking self-starter * Ability to deliver results and provide timely status updates with minimal guidance * Ability and willingness to work collaboratively * Comprehensive problem-solving skills * Strategic and analytical thinking combined with a keen attention to detail * Confidence and ability to influence others across the organization The *Value* You Deliver * Validate and maintain IWMS’s profitability allocations, serving as key contact for production cycles * Build and maintain financial allocations to reflect evolving business models * Proactive partnership and communication with multiple business and Finance partners * Evaluate and improve reporting and data consolidation processes * Develop a strong understanding of IWMS’s financial results and profitability model to apply that knowledge to variance analyses * Learn, implement, and apply new tools and business knowledge to continuously elevate coworkers, evolving with the change of the business * Remain current on the latest developments in Finance and FP&A and share skills and knowledge with the function *Certifications:* *Company Overview* The Company is a privately held company with a mission _to strengthen the financial well-being of our clients.
_ We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
*Join Us* At the Company, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023.
And you don’t need a finance background to succeed at the Company—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At the Company, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”.
Most associates will have a hybrid schedule with a requirement to work onsite at a Company work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change.
The Company is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
The Company will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Accommodation Team.
*At the Company, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry*.
Certain roles may require candidates to go through a preliminary credit check during the screening process.
Candidates who are presented with a Company offer will need to go through a background investigation and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, the Company will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
Job Type: Full-time Schedule: * Monday to Friday Work Location: Remote
* *ABOUT INCLUSIVELY:* Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers.
This includes all disabilities under the ADA, including mental health conditions (e.
g.
anxiety, depression, PTSD), chronic illnesses (e.
g.
diabetes, Long COVID), and neurodivergence (e.
g.
autism, ADHD).
*Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.
* *The Role* The Financial Analyst is a member of the IWMS FP&A team that supports the IWMS business.
More specifically, this analyst will be a key member of the newly created Clearing & Custody Costing and Profitability team, helping to drive IWMS’s financial modernization efforts.
This team is responsible for in-depth costing and profitability analytics to provide insights around the revenue and expense drivers of the C&C businesses.
The analyst will have an opportunity to provide a broad range of financial analytics and reporting of revenue and expense trends to drive improved decision making at all levels of the organization! The *Expertise* and Skills You Bring * Bachelor's Degree in Finance, Accounting, Economics, or equivalent training * Excellent verbal and written communication with proficiency in data management * Knowledge and creative use of financial and presentation tools (Excel, PowerPoint, Anaplan, PowerBI) * Intellectual curiosity and courage to ask the right questions in a variety of settings * Highly motivated, energetic, and hardworking self-starter * Ability to deliver results and provide timely status updates with minimal guidance * Ability and willingness to work collaboratively * Comprehensive problem-solving skills * Strategic and analytical thinking combined with a keen attention to detail * Confidence and ability to influence others across the organization The *Value* You Deliver * Validate and maintain IWMS’s profitability allocations, serving as key contact for production cycles * Build and maintain financial allocations to reflect evolving business models * Proactive partnership and communication with multiple business and Finance partners * Evaluate and improve reporting and data consolidation processes * Develop a strong understanding of IWMS’s financial results and profitability model to apply that knowledge to variance analyses * Learn, implement, and apply new tools and business knowledge to continuously elevate coworkers, evolving with the change of the business * Remain current on the latest developments in Finance and FP&A and share skills and knowledge with the function *Certifications:* *Company Overview* The Company is a privately held company with a mission _to strengthen the financial well-being of our clients.
_ We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
*Join Us* At the Company, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023.
And you don’t need a finance background to succeed at the Company—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At the Company, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”.
Most associates will have a hybrid schedule with a requirement to work onsite at a Company work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change.
The Company is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
The Company will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Accommodation Team.
*At the Company, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry*.
Certain roles may require candidates to go through a preliminary credit check during the screening process.
Candidates who are presented with a Company offer will need to go through a background investigation and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, the Company will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
Job Type: Full-time Schedule: * Monday to Friday Work Location: Remote
• Phone : NA
• Location : Boston, MA
• Post ID: 9005459940
