Senior Financial Analyst

About the role

The Senior Financial Analyst will play a pivotal role in driving the technology transformation of the Investor Services client pricing and costing processes. This position requires collaboration with key stakeholders to design and implement technology-driven client pricing and costing best practices that align with the Firm’s financial objectives.

Responsibilities

• Leverage available emerging technologies to transform and optimize the Investor Services pricing and costing processes
• Harmonize rich but independent data sets to optimize and enhance the financial analytics related to pricing costs (predictive modeling, benchmarking, comps, scenarios, what if analysis, benchmarking, etc)
• Collaborate closely with stakeholders in a project management setting – establishing clear and measurable objectives, accountability and deadlines
• Manage project scope and change by proactively addressing evolving business needs, minimizing scope creep, and recommending effective solutions
• Drive best practices and continuous improvement, applying standards across projects and modeling opportunities
• Create and analyze complex financial models which be used as pricing decision support tools by Sr. Management
• Provide pricing expertise and analytics, helps lead the collection and analysis of data
• Support the DIER II process, including data integrity, client profitability, and the RE lead Optimization review
• Work to enhance deal tracking and reporting regarding new business and repricing’s
• Aid with other ad hoc projects including competitive benchmarking, backtesting, client profitability reporting, client segment reporting, etc...

Requirements

• Minimum 5 years of experience in a finance or accounting environment
• Undergraduate or postgraduate degree in accounting, finance or related field
• Strong financial modelling and problem-solving skills
• Innovative thinker with a growth mindset and the confidence to challenge conventional/established approaches
• Ability to collect, analyze and utilize large data sets to support pricing and client profitability analysis
• Strong communication and presentation skills, both verbally and in writing
• Ability to confidently and professionally lead pricing proposal conversations with Sr. Management and navigate difficult conversations
• Highly adaptable with ability to adjust quickly to competing demands, shifting priorities, ambiguity and rapid change
• Strong technical skills including advanced proficiency in Microsoft Excel, Access and Power Point as well as proficiency in emerging technologies
• Direct knowledge of BBH Investor Services products and disciplines is a plus

Qualifications

• Advanced proficiency in Microsoft Excel, Access and Power Point
• Proficiency in emerging technologies
• Direct knowledge of BBH Investor Services products and disciplines

Skills

• Advanced modeling and analytical skills
• Ability to create and analyze complex financial models
• Ability to collect, analyze and utilize large data sets to support pricing and client profitability analysis
• Strong communication and presentation skills
• Ability to confidently and professionally lead pricing proposal conversations with Sr. Management
• Highly adaptable with ability to adjust quickly to competing demands, shifting priorities, ambiguity and rapid change
• Strong technical skills including advanced proficiency in Microsoft Excel, Access and Power Point as well as proficiency in emerging technologies
• Direct knowledge of BBH Investor Services products and disciplines

Benefits

At BBH, we offer a comprehensive benefits package designed to support your overall well-being. This includes long-term savings, healthcare, income protection, professional development opportunities, and time off. We also support your personal growth through our approach to sustainability and philanthropy. We are committed to creating a diverse and inclusive workplace where everyone feels valued and empowered to contribute their unique perspectives and experiences.

Pay

Salary Range: MA: $80,000 - $120,000 base salary + annual bonus target

Schedule

Flexible working arrangements are available to accommodate your needs.