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Tier-1 brand, common FP&A title, and mid-level experience create high applicant competition.
Core FP&A skills transfer across industries, but Nuveen/AUM product knowledge raises domain specificity.
Mandatory 3+ years plus specific FP&A and BI tool skills make shortlisting moderately strict.
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Support financial analysis across various areas including cash flow, accounts, debt, equity, working capital, and operating income.
Generate recurring and ad hoc financial reports to assist month-end close and audit activities while identifying data discrepancies for process improvement.
Build and maintain management dashboards and reports using tools like Power BI, Tableau, and Excel to ensure accurate and timely financial reporting.
3+ years of relevant work experience in financial planning and analysis; 5+ years preferred.
Vocational and/or Technical Education preferred; no strict degree mentioned.
Proficiency with financial analysis, reporting tools (Power BI, Tableau, Excel), and financial modeling relevant to FP&A processes.
Physical requirement: Sedentary work; remote or onsite requirement not explicitly mentioned.
Experience working with multiple finance systems and source data to conduct variance analysis and support monthly/quarterly closes.
Ability to identify and resolve discrepancies across systems and drive process improvements.
Comfortable operating under limited supervision for non-routine financial situations and corporate development activities.