Junior Financial Analyst

Background on the Position:Seeking a professional to join the Advisory Consulting Group Finance team within Wealth Management Finance in a Temporary/Contingent capacity.This team provides financial and accounting support to the Wealth Management segment, focusing on advisory and consulting services.The position falls within the Corporate Controllers, Reporting & Accounting job family, responsible for ensuring the accuracy and control of the firm’s financial records and statements.Responsibilities include development, management, and oversight of financial accounting, reporting systems, database management, and support for capital, liquidity, and external reporting functions.Primary Responsibilities:Collaborate with cross-functional teams across Finance and other business units.Lead and contribute to team deliverables and projects using in-depth finance knowledge.Ensure adherence to risk and regulatory standards, policies, and controls.Promote a strong culture of accountability and uphold firmwide values.Produce, maintain, and automate detailed analyses on key financial metrics relevant to Wealth Management and broader business initiatives.Support reporting and budgeting on publicly reported metrics such as Consulting Group flows.Partner with various teams (Business Management, Product, Accounting, Banking, Strategy, Data, offshore teams, etc.) for insights and data-driven improvements.Conduct enhanced analyses to improve transparency, evaluate performance, and support strategic decision-making.Prepare ad-hoc and recurring reports as needed.Qualifications:Bachelor’s degree in accounting or finance (preferred).2–3 years of relevant business experience.Prior accounting or auditing experience strongly preferred.Advanced Excel skills (including Pivot Tables and VLOOKUP functions).Strong analytical and problem-solving abilities.Excellent verbal and written communication skills.Highly organized with the ability to manage multiple priorities effectively.Self-motivated and detail-oriented, capable of working independently.Strong interpersonal skills and ability to engage with senior management and cross-functional teams.