Responsibilities: + Review and analyze monthly Profit & Loss and other financial statements + Analyzes data from multiple sources to identify business impacts and inform leadership to guide key decision making. + Helps drive strategic initiatives by providing timely, quality analysis to leadership + Contributes to ongoing management reporting providing actionable insights and looking for trends. + Manages critical elements of data systems and ensures compliance with financial policies and regulations. + Resolves complex financial and quantitative matters. + Serves as a subject matter expert in technology, policy, or operations. + Maintains up-to-date knowledge of regulations, industry best practices and competitive landscape. + Identifies synergies and efficiencies and implements actionable steps to improve processes. + Facilitate meetings with peers and senior leadership + Mentor and develop finance team members, fostering a culture of continuous improvement and professional growth. + Collaborate with leaders and stakeholders throughout the firm to align business objectives. + Assist in the budgeting and planning process Skills: + Strong understanding of financial statements, budgeting/forecasting & allocations + Advanced expertise in financial analysis, modeling, and reporting. + Strong leadership and team development capabilities. + Proficiency with financial systems, analytical and business software. + Excellent communication and stakeholder management skills. + Ability to manage multiple priorities and deliver results in a dynamic environment. Independently analyzes data trends and guides others on the team. + Develops financial and economic models. + Performs advanced quantitative analysis. + Plans, organizes, and oversees activities to achieve PCG objectives. **Educational/Previous Experience Requirements** + Bachelor’s Degree (B.A.) in Accounting, Finance, Business, or Economics with Five (5) years’ experience in either financial services or an accounting role. + Relevant internship experience (accounting, finance, or investment-related). + OR ~ + An equivalent combination of education, experience, and/or training as approved by Human Resources.