Finance Analyst

Role Overview

The role involves gathering real estate, financial, and performance-related data to support regular and ad hoc reporting for the Client. Responsibilities include analyzing data, producing reports, ensuring report governance and compliance, and supporting key business decisions through data-driven insights.

Global Savings Performance and Annual Savings Targets

• Compile and analyze monthly global savings data
• Prepare reports and presentations for client review
• Set and track annual savings targets, including coordinating and leading client meetings

Monthly P&L Reporting

• Collect, process, and summarize monthly financial data
• Provide Risk & Opportunities assessments upon request
• Support variance analysis and commentary

Monthly Billing Process

• Coordinate data collection and client validation to ensure compliance
• Upload validated data to Salesforce
• Identify and resolve billing discrepancies

Tax Register

• Coordinate data collection from global stakeholders
• Prepare reports with commentary on top variances to budget

IAS37 (Provisions, Contingent Liabilities and Contingent Assets)

• Track additions and deletions to client provisions and update values as required
• Classify provisions by recognition type

Client Expenses Budget Preparation (Europe, Americas, and UK Fees)

• Support annual budget preparation process
• Coordinate with regional stakeholders for data accuracy

Other Reporting Activities

• Develop and implement automation solutions for reporting processes
• Enhance existing reports for improved efficiency and accuracy
• Coordinate data collection, perform logical checks, clarify queries, and manage report preparation and distribution
• Support performance delivery evaluation through data analysis and visualization

Additional Support

• Collaborate with Account Operations Specialist and Global Operations Director to identify process improvement opportunities
• Provide ad hoc reporting and analysis as requested