2 Ofertas de Financial Services en Costa Rica
Senior Manager, Financial Planning & Analysis
Heredia, Heredia
Moody's
Hoy
Trabajo visto
Descripción Del Trabajo
The Senior Manager provides advanced support through all phases of the financial planning and analysis processes including business partnering and working on cross functional projects. Also leading and driving improvements in FP&A processes to support business strategies
- Key Responsibilities:
- Own and lead the preparation and communication of monthly reports and variance analysis, in a timely manner. Including the use of financial KPI analysis and identifying historical trends that will offer value added insights and help identify key focus areas for management
- Owner and lead the business planning processes and deliverables: forecast, budget, 5 year strategic plan, etc. Deliver driver based presentational outputs for discussion with senior management
- Actively partner with the local, regional and global contacts to ensure deliverables are met as agreed
- Lead and drive various meetings with senior management on key financial metrics. Including the development of new reporting solutions, identifying key focus areas developing materials for senior management presentations, discussions and reviews
- Lead the implementations of best practices for of best practices for enhancements to current processes and reporting, including identifying area's for productivity and driving the standardization of activities across business planning to harness efficiencies
- Lead and suggest the development of planning systems, processes and outputs to identify and recommend areas of improvement to offer value added insights into drivers
- Provide formal guidance or on the job training to all team members
- Lead and guide special projects as assigned by Senior Finance management
- Post-graduate qualification in Finance, Accounting, Statistics or other quantitative field (e.g. MBA, CPA/CA, CIMA, ACCA)
- 7+ years of relevant experience in Financial Planning and analysis processes and modelling, or equivalent. Business intelligence tools, and data science experience is a plus
- Excellent verbal & written English skills
- Detail and data quality oriented and capable to summarize and effectively communicate findings/analysis to senior stakeholder management
- Proficiency in Microsoft Office (preferably: Office 365), financial modeling and related financial systems
- Advanced analytical decision-making, and problem-solving skills
- Strong knowledge of accounting concepts
- Experience supervising and mentoring analysts, preferably as a direct line report and working with senior leaders on financial planning and/or reporting
Key Competencies:
- Desire to deal with high-level problem-solving skills and covering new challenges
- Excellent attention to detail, able to work large amounts of data, able to assess other's team member's deliverables
- Proactiveness, ensuring alignment with business requirements and management expectation
- Able to work both independently and as a member of a team by interacting and collaborating with members of other teams across the organization
- Demonstrates flexibility with last minute changes in commitments, deadlines, and meetings attendance
- Share knowledge of business performance and market to provide guidance to the other team members and assist to senior management
- Highly motivated, participative as a change agent mentality that can provide financial leadership
Finance-Corporate Planning
Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.
Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.
- Key Responsibilities:
- Own and lead the preparation and communication of monthly reports and variance analysis, in a timely manner. Including the use of financial KPI analysis and identifying historical trends that will offer value added insights and help identify key focus areas for management
- Owner and lead the business planning processes and deliverables: forecast, budget, 5 year strategic plan, etc. Deliver driver based presentational outputs for discussion with senior management
- Actively partner with the local, regional and global contacts to ensure deliverables are met as agreed
- Lead and drive various meetings with senior management on key financial metrics. Including the development of new reporting solutions, identifying key focus areas developing materials for senior management presentations, discussions and reviews
- Lead the implementations of best practices for of best practices for enhancements to current processes and reporting, including identifying area's for productivity and driving the standardization of activities across business planning to harness efficiencies
- Lead and suggest the development of planning systems, processes and outputs to identify and recommend areas of improvement to offer value added insights into drivers
- Provide formal guidance or on the job training to all team members
- Lead and guide special projects as assigned by Senior Finance management
- Post-graduate qualification in Finance, Accounting, Statistics or other quantitative field (e.g. MBA, CPA/CA, CIMA, ACCA)
- 7+ years of relevant experience in Financial Planning and analysis processes and modelling, or equivalent. Business intelligence tools, and data science experience is a plus
- Excellent verbal & written English skills
- Detail and data quality oriented and capable to summarize and effectively communicate findings/analysis to senior stakeholder management
- Proficiency in Microsoft Office (preferably: Office 365), financial modeling and related financial systems
- Advanced analytical decision-making, and problem-solving skills
- Strong knowledge of accounting concepts
- Experience supervising and mentoring analysts, preferably as a direct line report and working with senior leaders on financial planning and/or reporting
Key Competencies:
- Desire to deal with high-level problem-solving skills and covering new challenges
- Excellent attention to detail, able to work large amounts of data, able to assess other's team member's deliverables
- Proactiveness, ensuring alignment with business requirements and management expectation
- Able to work both independently and as a member of a team by interacting and collaborating with members of other teams across the organization
- Demonstrates flexibility with last minute changes in commitments, deadlines, and meetings attendance
- Share knowledge of business performance and market to provide guidance to the other team members and assist to senior management
- Highly motivated, participative as a change agent mentality that can provide financial leadership
Finance-Corporate Planning
Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.
Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.
Lo sentimos, este trabajo no está disponible en su región
0
J.p. Morgan Wealth Management - Private Client
San Jose, Heredia
JPMorgan Chase & Co
Hoy
Trabajo visto
Descripción Del Trabajo
**JOB DESCRIPTION**
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. In this role, you are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
**Teamwork and Influence.** You champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion.
**Disciplined Practice Management.** You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You will rely on your leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.
**Customer Obsession.** You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
**One Chase Approach**. You provide a holistic view of clients’ needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.
**What you will receive**
Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually.
J.P. Morgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.
As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.
**Required qualifications, capabilities, and skills**
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
**ABOUT US**
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our glob
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. In this role, you are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
**Teamwork and Influence.** You champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion.
**Disciplined Practice Management.** You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You will rely on your leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.
**Customer Obsession.** You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
**One Chase Approach**. You provide a holistic view of clients’ needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.
**What you will receive**
Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually.
J.P. Morgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.
As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.
**Required qualifications, capabilities, and skills**
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
**ABOUT US**
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our glob
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