16 Jun 2017

Financial Performance Analyst Guernsey

Personnel AppointmentsAnywhere

Job Description

Our client is a private bank and wealth management company seeking to recruit a Financial Performance Analyst. Overall role purpose: Provide local management and in depth analysis of the Bank consolidated results including Performance monitoring, Commentary and Trending to allow efficient assessment and monitoring of the Bank’s activity. Key responsibilities will include: • Production of monthly trust management accounts, with focus on client profitability and team P&L view. • Assist with the Commercial Budget and forecast process • Assist with commercial view of business • Review new BI agreements and oversee payment process to BIs • Work on FNZ development of fee calculations to Business Introducers • Production & Review of quarterly FIM & Business introducers report • Provide detailed support to Wealth Planning team on revenue by client and Private Banker • Review 3rd party held assets for Trust and Wealth Planning • Deal with requests from external and internal auditors The successful candidate will be: • A qualified Accountant. • Have advanced Excel skills. • Analytical thinking with attention to details and quality of deliverables to meet the standards defined by direct management. • Up to date understanding and knowledge of UK & International accounting standards. For more information please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.


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