hirly
Sign inGet started free

Examplecorpsandbox

Capital Markets - Financial Reporting & Analysis

New York, NY, United States · Chicago, IL, United States

See how you match this job — and similar ones. Free.

Upload your resume and hirly scores it against this role at Examplecorpsandbox first, then against similar open jobs, and shows where you fit and why.

PDF or DOCX, up to 12MB. No sign-up to see your matches.

Get past the screening software and onto a recruiter's desk

hirly rewrites your resume for this job — matching the keywords and skills in the posting, moving your most relevant experience to the top, and writing a cover letter to fit. About 30 seconds.

  • Keywords matched to this posting
  • Fit score before you apply
  • Cover letter included
Tailor my resume for this job →

Apply from your AI assistant

Connect hirly to Claude and ask it to apply to this job. hirly tailors your resume, fills the employer’s form and asks before sending. ChatGPT: manual setup today.

See how it works

Some employer sites stop an application at a CAPTCHA or sign-in and hand it back with a link. Applying needs a paid plan. Works with any assistant that supports MCP.

hirly's read of this role

Seniority
Mid level
Country
US
Work mode
On-site / unstated
First seen by hirly
4 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

*** This is where your organization can create a consistent intro to all of your jobs, creating consistency in voice and messaging across all job posts

*** C'est ici que votre organisation peut créer une introduction cohérente à tous vos emplois, en créant une cohérence dans la voix et la messagerie dans tous les postes.

PRIMARY LOCATION: Americas-United States Of America - New York - Purchase

EDUCATION LEVEL : Bachelor's Degree

JOB: Finance

EMPLOYMENT TYPE : Full Time

JOB LEVEL : Director

DESCRIPTION

Coordinate with CFO senior management for the financial support of the WM Investment Solutions business. Interact with investment solutions business leads and subject matter experts to provide product KPIs and recurring/ad-hoc analyses. Provide comprehensive reporting and analysis coverage - analyze revenues, expenses, assets, sales and other financial metrics, that includes delivery of comprehensive quarterly due diligence materials to senior management. Oversee financial statement production and analysis. Leverage financial data platforms to develop enhanced analytics and produce automated visualizations / dashboards. Summarize results to give easily understandable explanations for complex problems (both on standard and ad-hoc basis). Build and run models for forecasting/budgeting and meet with business partners to review numbers periodically and discuss initiatives. Run business models for the quarterly and annual stress testing and discuss results with senior management. Partnership with various groups across the firm as it relates to projects, financial close and controls (Financial Control Group, Operations, Corporate FP&A, Strategy and Data Analytics). Monitor close activity through BD1-5 and ensure results are in line with business expectations.

QUALIFICATIONS

  • - MINIMUM Education Requirement: Bachelor's degree in Finance, Business Administration, or a closely related field of study.
  • - MINIMUM Experience Requirement: 5-7 years.
  • - Alternate Occupation(s) Acceptable to Meet Experience Requirement: Financial Analyst, or a closely related occupation.
  • - Special Skills: Requires five (5) years of experience with the following: Advanced Excel; Tableau, VBA; Hyperion Essbase; Oracle Business Objects; Dataiku; SQL; Controllers Workbench; stress testing; financial planning; advanced data analysis; and modelling.

*** Similar to the introduction that can precede all job descriptions, an outro can also be formatted for consistency on all posts

*** Semblable à l'introduction qui peut précéder toutes les descriptions de poste, une outro peut également être formatée pour la cohérence sur tous les messages

Original posting on Examplecorpsandbox's site ↗

Listed on hirly, a job board. hirly is not the employer: Examplecorpsandbox is hiring for this role.

Similar jobs

Browse similar roles

Want this one?

Upload your resume and hirly rewrites it for this job and writes the cover letter — in about thirty seconds, before you sign up.

Tailor my resume for this job