GWM Americas Financial Planning & Forecasting Business Partner
Full Time
Weehawken, NJ 07086
Posted
Job description
United States - New Jersey
Finance
Group Functions
Job Reference #
275532BR
City
Weehawken
Job Type
Full Time
Your role
Do you want to work closely with senior management on driving our business forward? Can you multitask and effectively challenge?
We are looking for a Finance Analyst to:
We are looking for a Finance Analyst to:
- Assume a leading role in the three year strategic planning (3YSP) process for the Wealth Management Americas business.
- Proactive management in the resourcing phases of the plan, with other strategic, operational, and development workstreams of the planning process
- Collaborate across both local and global Finance, providing key statistics and insights into plan with interplay into the forecast and estimate process of the region
- Partner closely with Accounting, GWM CFO business partners, and legal entity controllers on delivering full plan; regional, legal entity and business units, for both P/L and Balance sheet views
- Support and manage various initiatives and ad-hoc analyses, including but not limited to, profitability assessments, performance unit attribution, plan maintenance, and reorganizations
- Effectively challenge assumptions and the status quo and bring ideas forward to drive successful outcomes.
Your team
Our team actively collaborates across the organization’s Finance, Treasury, Accounting, and business groups to gain insight, execute our strategy, and drive business projections. This role serves as a point of contact for the broader GWM finance organization on ad-hoc and strategic priorities of the business division and management
Your expertise
- Strong analytical skills and attention to detail
- Ability to work collaboratively in a team.
- Excellent problem-solving skills, creative, critical thinking, and outcome driven
- Ability to manage discreet projects effectively, build trust and able to operate with utmost discretion
- Confidence to challenge the status quo and demonstrate strong risk awareness
- Innovative mindset with an ability to determine how best to meet client demands.
- Strong excel knowledge and ability to work with, interpret and present data
- Strong interpersonal skills, both written and verbal communication; synthesize information effectively and efficiently
About us
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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