Job Description
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In this role, you will:1. Own and drive the reporting activities for GWM Finance (FP&A Activities):
o Executive Reporting for Global Wealth Management Finance, including Monthly and Quarterly Management reporting, Quarterly Bluebook, Monthly Forecast and Annual Profit Plan binders.
o Lead coordinating the high level and detailed expense Forecast and Business Planning processes for each segment.
o Review business assumptions and assess for reasonability when comparing with forecasts and plan to ensure reasonable and appropriate.