What are the responsibilities and job description for the Financial Analyst position at RBC?
What is the opportunity?
Join RBC Wealth Management, a Minneapolis/St. Paul Business Journal top place to work, and shape RBC’s future! As a Financial Analyst, you will build partnerships with business leaders and actively participate in the financial planning and forecasting process. You will utilize your exceptional reporting, analysis, and presentation skills to help support various business groups within the US Wealth Management function.
What will you do?
- Prepare journal entries and perform month-end close related activities. Work closely with Financial Control group to understand/improve accounting procedures and practices related to revenue booking, expense accruals, data uploads, balances reconciliation. Maintain allocation models. Understand and enhance existing databases for costing models and allocation entries.
- Enhance reporting and analysis of monthly costs by cost center for areas supported. Work closely with other Finance teams to develop management reports, reply to financial queries and analyze variances.
- Prepare and present quarterly forecasts and annual budget for areas supported. Monitor spending within the support departments to understand variances against budget.
- Performs ad hoc financial analysis and supports projects as needed.
What do you need to succeed?
Must-have
- Bachelor’s degree in finance or accounting with 2 years of experience in in reporting, data queries, or analysis.
- Excellent mathematical and analytical skills. Demonstrated experience with Excel and/or Access.
- Highly organized with effective time/project management skills
- Exceptional interpersonal and communication skills.
- Ability to take initiative and function independently while being part of a team
Nice-to-have
- Prior experience working Access or Smart View.
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Client First: We will always earn the right to be our clients’ first choice
- Collaboration: We win as One RBC
- Accountability: We take ownership for personal and collective high performance
- Diversity & Inclusion: We embrace diversity for innovation and growth
- Integrity: We hold ourselves to the highest standards to build trust
WMUS2020
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JOB SUMMARY
City: Minneapolis
Address: 60 South Sixth Street
Work Hours/Week: 40
Work Environment: Office
Employment Type: Regular - U.S.
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0-25
Exempt/Non-Exempt: Exempt
People Manager: No
Application Deadline: 01/31/2020
Platform: Wealth Management
Req ID: 212023
Ad Code(s):
