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Sr. Finance Analyst - Merrill WM

Charlotte, North Carolina;

Job Description:

This role is predominately focused on:  Business Support / BFO (Business Finance Officer). Merrill Wealth Management work one on one with clients to help them build a comprehensive financial strategy, providing proactive recommendations to grow and preserve wealth. Merrill finance team is part of the broader Consumer/GWIM Finance team.  The primary focus of the Merrill finance team is to support the business leaders by providing all aspects of financial reporting, planning, and analytics.  Our team acts as a trusted partner enabling better decisions through transparency and strategic insights.

Key responsibilities for this role include, but are not limited to, financial reporting for a business unit or associate area, as well as providing key performance reporting/analytics and planning.  Supports achievement of business goals by working on more complex activities or projects with others within the unit and with partners. This position also includes ad hoc analysis to support changing business needs. 

This role will partner with the business line, and other support partners and will work with individuals across the Consumer/GWIM Finance organization. 

Required Skills & Experience

  • BS/BA Finance / Accounting -and/or relevant work experience

  • 3+ years of business support, finance and/or analytical work experience within the financial services industry

  • Advanced Excel, Power Point, Data Manipulation

  • Highly organized, detail oriented, and proactive

  • Strong verbal and written / email communication skills

  • Ability to work independently and as part of a team

  • Experience engaging with a revenue line of business

  • Ability to work in a matrix structure

Desired Skills & Experience

  • Emerging Technologies (Alteryx, Tableau, Factset, PowerQuery, Workiva, etc)

  • SAP/eLedger

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2000

Job Description:

This role is predominately focused on:  Business Support / BFO (Business Finance Officer). Merrill Wealth Management work one on one with clients to help them build a comprehensive financial strategy, providing proactive recommendations to grow and preserve wealth. Merrill finance team is part of the broader Consumer/GWIM Finance team.  The primary focus of the Merrill finance team is to support the business leaders by providing all aspects of financial reporting, planning, and analytics.  Our team acts as a trusted partner enabling better decisions through transparency and strategic insights.

Key responsibilities for this role include, but are not limited to, financial reporting for a business unit or associate area, as well as providing key performance reporting/analytics and planning.  Supports achievement of business goals by working on more complex activities or projects with others within the unit and with partners. This position also includes ad hoc analysis to support changing business needs. 

This role will partner with the business line, and other support partners and will work with individuals across the Consumer/GWIM Finance organization. 

Required Skills & Experience

  • BS/BA Finance / Accounting -and/or relevant work experience

  • 3+ years of business support, finance and/or analytical work experience within the financial services industry

  • Advanced Excel, Power Point, Data Manipulation

  • Highly organized, detail oriented, and proactive

  • Strong verbal and written / email communication skills

  • Ability to work independently and as part of a team

  • Experience engaging with a revenue line of business

  • Ability to work in a matrix structure

Desired Skills & Experience

  • Emerging Technologies (Alteryx, Tableau, Factset, PowerQuery, Workiva, etc)

  • SAP/eLedger

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22058254

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Evan Lawson [C]

Referral Bonus:

2000