Financial Reporting Analyst

What is the opportunity?

The Financial Reporting Analyst will be responsible for providing department support related to budgeting, forecasting, and financial reporting for US Wealth Management Operations. This role performs financial oversight activities in partnership with department leadership to validate financial guidelines are being adhered to, as well as provide documentation and ad hoc reporting. Incumbent will partner with Operation's resources to assess and review unit cost centers, vendor invoice and payment processing, and intra-company affiliate expense allocations. Incumbent will craft graphical reporting related to expenses, budget, and headcount and position tracking to keep leadership updated. Incumbent will address escalated questions independently, seeking assistance from manager, as appropriate.

What will you do?

• Support budget and forecast process, including partnership with Finance to establish new fiscal year budget plans.
• Monitor US WM Operation's overall financial performance; identify, research and remediate anomalies
• Produce and update executive, quarterly, and annual reporting slides
• Analyze complex financial data, identify trends, investigate variances, and provide actionable insights to leadership.
• Partner with Finance to compile monthly financial results commentary
• Monthly financial reports & dashboard - validate accuracy, provide research/analysis support for Ops transit owners
• Maintain Tableau financial dashboards
• Partner with Vendor Management Office Operations to develop and maintain vendor dictionary
• Partner with enterprise resources to inventory expense allocations

What do you need to succeed?

Must-have

• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of securities, banking, technology, and/or job specific industry experience.
• 1+ year prior securities, banking, technology industry and/or job specific related industry.
• Fully proficient with MS Office (Word, Excel, PowerPoint, and Outlook).
• Proficiency in MS Excel should include formulas, graphs, pivots tables, and dashboards.
• Data manipulation skills in cleaning, reshaping, and organizing raw, unstructured, or semi-structured data.
• Effective problem identification, analytical and resolution skills. Ability to gather and analyze relevant information clearly and effectively.
• Strong attention to detail, privacy/confidentially, problem-solving, and quantitative abilities.
• Strong interpersonal, verbal, and written communications skills; with an ability to work effectively with all levels of staff and management.

Nice-to-have

• Ability to gather, query, sort, join and filter data in MS Access and SQL.
• Ability to create visualization dashboards and reporting using tools like Excel and Tableau to communicate insights.
• Sound organizational knowledge with operational mindset; including products, processes, systems and regulatory and/or client needs.
• Ability to multi-task and prioritize and work independently under tight deadlines in a fast-paced environment.
• Strong knowledge and understanding of brokerage/financial operations, vendor management, and/or systems experience.

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

The good-faith expected salary range for the above position is $55,000 - $95,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC's high performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.