Finance Operations-Lending

About the role

About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry. The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Rate: $30-$32.23/Hr

Job Description:

• Required: 2-5 years of experience at a financial services firm with a preference for them having exposure to FP&A work and/or Lending products
• The Investment Banking Division (IBD) Divisional Reporting team within Finance is responsible for the production and analysis of all Revenue, Expense, Risk and Metrics reporting for the Investment Banking Business unit.
• This includes but is not limited to producing weekly Management revenue reporting packs, monthly & quarterly due diligence packs that are presented to investor relations and the CFO, regulatory reporting (including CCAR) and disclosures, Market share reporting (League Tables) and Net Revenue books to reported investigation.
• The team is seeking a highly motivated individual with strong analytical, technology (Excel and PowerPoint) and communications skills. Primary Responsibilities:
• You will create Management reporting for the Investment Banking Division including weekly, Monthly & Quarterly revenue/expense reporting as well as budgeting and forecasting of revenues and direct expenses
• You will prepare weekly external Investment Banking revenue results and forecast
• You will complete Month end books to reported reconciliation and related research for IBD
• You will collaborate and consolidate commentary across Global Controller teams for revenue reporting
• You will produce Ad hoc reporting requests from Corporate Reporting, ISG Reporting, Business unit and
• Finance Management
• You will liaise with Technology on system enhancement projects
• You will participate in testing of roll-out of new Investment Banking Reporting tool Preferred Qualifications:
• 2-5 years of experience at a financial services firm with a preference for them having exposure to FP&A work and/or Lending products
• Strong working capabilities within Excel
• Knowledge of AI and transformational tools and with an understanding of foundational controllership accounting
• An interest or familiarity with Financial Markets and Products
• Previous work experience in Financial Services, Audit or Accounting
• You have worked against challenging stakeholders and/ or deadlines to deliver positive results
• You have an outstanding attention to detail
• You will be able to maintain a strong sense of organization and time management skills
• You are a keen multi-tasker and use a high-paced environment to your advantage
• You are willing to observe process and disrupt it in order to prioritize the team's efficiency
• We are focused on bringing together different backgrounds, experience and talents to deliver world class service. If you are a driven self-starter, client-focused, and eager to contribute to a leading Global Financial Services firm, please apply. We welcome all backgrounds and experiences, and no direct industry experience is required. Top Skills:
• 2-5 years of experience at a financial services firm with a preference for them having exposure to FP&A work and/or Lending products
• Strong working capabilities within Excel
• Knowledge of AI and transformational tools and with an understanding of foundational controllership accounting

Please note that ApTask offers subsidized insurance coverage to our employees.

About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

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About finance at ApTask

Finance roles at ApTask cover the technology, operations, risk, and compliance functions inside banks, insurers, asset managers, and fintech firms. Our recruiters have placed into the specific trading, treasury, and regulatory-reporting platforms our clients run — Murex, Calypso, Bloomberg AIM, Aladdin, Charles River, and the major GL and consolidation stacks. Because financial-services engagements carry FINRA, SEC, and state-regulator scrutiny, every candidate placed through ApTask is fingerprinted, credit-checked, and background-verified against the client's specific compliance program before onboarding.