Financial Analyst Financial Analyst …

Putnam Investments
in Boston, MA, United States
Permanent, Full time
Last application, 18 Sep 20
Competitive
Putnam Investments
in Boston, MA, United States
Permanent, Full time
Last application, 18 Sep 20
Competitive
Financial Analyst
☰ Financial Analyst New B21010 - Finance 14 hours ago Post Date Apply for Job Recommend to a Friend Sign Up for Job Alerts

Provide accounting for and preparation and analysis of financial reports and statements for the Digital Technology groups on a timely and accurate basis. Develop new reports/reporting procedures and conduct analysis projects. Assist in developing and implementing annual budgets and quarterly forecasts to ensure financial results represent an accurate account of expected activity for the fiscal year. Monitor monthly and year-to-date financial performance in comparison to annual budget. Provide ad-hoc financial analysis and reporting as requested. 

Provide accurate and timely processing of expense related documents for potentially multiple business units that will primarily include the Digital Technology division but could also include others including the processing of Fund related expenses and related allocations. Related to and beyond performing expense processing, the role allows for and will ultimately require gaining an understanding of how the divisions supported operate via involvement with their actuals, accruals, adjustments, budgets, forecasts and variance analyses.

Requirements include a Bachelor’s degree. Must be proficient in MS Excel, able to work independently and synthesize large amounts of information. Ability to multi-task and prioritize based on criticality will be important.

PRIMARY DUTIES AND RESPONSIBILITIES:

  • Assist in providing accurate and timely reporting and analysis for assigned business unit(s).
  • Provide on-going financial support through the development of monthly accruals, journal entries, purchase orders, invoice approvals.                                                                                                                                                             
  • Help developing and implementing annual budgets and quarterly forecasts to ensure financial results represent an accurate account of expected activity for the fiscal year.                                                                                    
  • Monitor monthly and year-to-date financial performance in comparison to annual budget.                       
  • Provide ad-hoc financial analysis and reporting as requested from both client(s) and Finance management.
  • Process Fund related invoices and ensure accurate allocation of expenses to the Fund level.               
  • Assist in other Finance tasks as needed.

MINIMUM EDUCATIONAL REQUIREMENTS: 

Bachelor Degree     

MINIMUM PRIOR RELATED WORK EXPERIENCE TYPICALLY REQUIRED:

1+ years

ESSENTIAL SKILLS REQUIRED:

  • Analytical skills obtained through demonstrated finance, accounting or business experience.
  • Strong written and verbal communication skills
  • Effective soft skills and ability to work well with all constituents.
  • Experience with MS Office, especially Excel
  • Ability to learn new applications (Clarity, SAP, EPM, HCM)
  • Professional skills:  Project management, leadership, negotiating, influencing, judgement/decision        making, relationship management
  • Strong time management and organizational skills to operate with a high level of autonomy
  • Local travel may be required based on business needs.

AVAILABLE SKILLS SET TRAINING:

Business Education

  • Overview of the Investments Industry

Putnam’s Markets and Products

  • The Investment Management Series

Professional Skills: 

  • Solving Business Problems
  • Managing Change
  • Project Management

PC/Technical Skills:

  • MS Office (i.e., Word, Excel, etc)
  • Functional/Business Unit specific applications

At Putnam we are committed to a diverse workforce and take positive steps to ensure equal opportunity in our recruitment process. We also undertake to hire, develop and retain the most talented individuals by valuing the varied skills that you bring!

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