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Barclays Global Investors (BGI) is America's largest money manager, providing structured investment strategies such as indexing, risk-controlled active products, and exchange traded funds to investors worldwide. For 35 years, BGI has been at the forefront of developing innovative investment ideas, applying science and technology to the investment process. Headquartered in San Francisco and named number one of the SF Business Times' ''Best Places to Work in the Bay Area 2008, '' the Barclays PLC subsidiary employs over 3,500 people globally and manages $1.5 trillion in assets. Primary Responsibilities: • At the direction of the Finance Manager, lead monthly close, forecasting and annual planning process for IIB business units • Develop monthly revenue forecasts and 5 year sensitivity analyses around financial performance. • Own and further develop analytics around net new flows, asset levels and asset pricing. • Provide monthly financial reporting and variance analysis for US business and specific business partners • Participate in ad-hoc analysis and reporting projects at the direction of the BFO and Finance Manager • Drive improved process and content around financial processes, including automation of management reporting Qualifications: • 5 years of experience budgeting, planning, and reporting preferably in investment management or financial services • Excellent financial modeling skills • Experience writing code and Excel macros in Visual Basic • Able to work independently as a hands-on individual contributor, and extract information creatively from a variety of sources • Able to work effectively at all levels of an organization - with team members, managers, and senior executives
• Strong communication skills - must have the ability to develop and present clear and concise analysis with recommendations • Organizational skills and ability to prioritize in a fast paced environment
• Strong team player
• BS/BA, MBA preferred
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