Financial Analyst
Job Summary
Job Description
What is the opportunity?
Financial Analyst
What will you do?
- Work with the department manager on new business pricing analysis & re-pricing analysis for existing C&C clients.
- Use Excel to conduct financial analysis & present pricing recommendations to both senior and executive-level leadership.
- Use communication skills to clearly communicate & lead discussions about pricing opportunities. Communicate pricing decisions back to the sales team or other internal contact leading the discussion with the firm.
- Draft contracts, fee schedules, and amendments to formalize pricing decisions. Ensure the proper approvals are in place before sending documents for execution.
- Manage the execution of documents through DocuSign.
- Manage a wide range of reports that are distributed internally. This includes pricing-related reports that communicate revenue & profitability, and reports that track active firms, firm terminations, & contract expiration dates.
- Participate in ad-hoc analysis & projects, upon request.
What do you need to succeed?
Must-have
- Two or more years of analytical experience, financial services industry preferred.
- Bachelor's degree is required, preferably with a concentration in Business, Finance, Economics, or Accounting.
- Demonstrated computer skills, with an emphasis on Excel and Word.
- Financial analysis skills, with the ability to work with large datasets, analyze alternative solutions, and make recommendations.
- Ability to communicate effectively both verbally and in writing. Strong attention to detail.
Nice-to-have
- Experience with internal RBC systems, such as Broadridge back-office and Essbase.
- Experience with DocuSign.
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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Accounting, Ad Hoc Analysis, Ad Hoc Projects, Ad Hoc Reporting, Business Mathematics, Communication, Decision Making, Detail-Oriented, Financial Analysis, Financial Analysis and Reporting, Financial Planning and Analysis (FP&A), Group Problem Solving, Operational Reporting, Oral Communications, Pricing Analysis, Results-Oriented, Teamwork
Additional Job Details
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-04-15
Application Deadline:
2024-05-31
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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