Senior Finance Analyst for Wealth Management

Location:

127 Public Square - Cleveland, Ohio 44114

Position Overview:

The Financial Analyst for Wealth Management will play a key role in supporting the financial performance of the Wealth Management division. This individual will be responsible for conducting in-depth financial analysis, producing timely and accurate reports, developing forecasts, supporting the budgeting process, and reporting performance management. The successful candidate will collaborate with cross-functional teams to ensure informed decision-making and support strategic goals.

Key Responsibilities:

•   Financial Analysis: Perform comprehensive financial analysis to support business decisions, including variance analysis, trend analysis, and financial modeling. Provide insights into key performance drivers and identify areas for improvement.

•   Reporting: Prepare and deliver detailed financial reports, including monthly and quarterly performance summaries, P&L analysis, and other reports for senior management. Ensure reports are accurate, timely, and aligned with organizational goals.

•   Forecasting: Develop and maintain financial forecasts that reflect current business trends and strategic objectives. Partner with business units to refine projections for revenue, expenses, and other key metrics.

•   Planning/Budgeting: Lead and support the annual budgeting process, coordinating with various departments to gather inputs, validate assumptions, and consolidate budgets. Monitor budget adherence and provide updates on variances.

•   Performance Management: Track, analyze, and report on financial KPIs, AUM, revenue growth, and expense management. Partner with stakeholders to develop performance metrics that align with strategic initiatives and optimize financial performance.

•   Business Support: Work closely with senior leaders and stakeholders across Wealth Management to support ad hoc analyses, strategic planning, and special projects.

•   Process Improvement: Identify and implement improvements in financial processes, reporting, and forecasting methodologies to enhance accuracy and efficiency.

Qualifications:

•   Bachelor’s degree in finance, Accounting, Economics, or a related field.

•   3-5 years of experience in financial analysis, preferably within wealth management or a financial services environment.

•   Strong analytical skills with proficiency in financial modeling, forecasting, and budgeting.

•   Advanced knowledge of Excel and Power point.

•   Excellent written and verbal communication skills, with the ability to translate complex financial data into actionable insights for stakeholders.

•   Detail-oriented, with a strong commitment to accuracy and a proactive approach to identifying and solving issues.

•   Ability to manage multiple priorities, work under pressure, and meet deadlines.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $71,000 to $90,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 03/30/2025

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].

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