Senior Financial Analyst
At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.
Senior Finance Analyst
The Senior Financial Analyst will be responsible for pricing, modeling and presenting pricing proposals to Senior Management. Successful candidate will be supporting the RM/Sales team by providing insight and guidance on pricing trends within the industry. Performing client analyses identifying trends and potential opportunities regarding pricing and costs.
Responsibilities:
· Ability to create and analyze complex financial models which be used as pricing decision support tools by Sr. Management
· Serve as key point of contact for RM and Sales for expense allocations, pricing and client profitability analysis and reporting
· Create, propose and develop new tools (via Excel, Access, Hyperion, etc) to enhance and automate pricing analysis
· Provides pricing expertise and analytics, helps lead the collection and analysis of data
· Support deal pricing, including making recommendations on specific rates and fee structures that are competitive and will lead to profitability
· Support the BBH’s client profitability process, including data integrity, client profitability, and the RE lead Optimization review
· Support continued review and escalation of costing/pricing issues which impede our ability to profitably grow our business
· Work to enhance deal tracking and reporting regarding new business and repricing exercises
· Perform ad-hoc data analysis, as well as develop and maintain financial models
· Assist with other ad hoc projects including competitive benchmarking, backtesting, client profitability reporting, client segment reporting, etc.
Knowledge and Skillset :
· Minimum 7 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
· Ability to prioritize and manage multiple projects – project management experience a plus
· Strong technical skills including advanced proficiency in Microsoft Excel, Access and Power Point as well as proficiency in either Tableau or Qlik
· Direct knowledge of Investor Services products and disciplines is a plus
· Knowledge of available emerging technologies a plus
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.
About BBH:
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.