Ensure invoicing from the partners is broken into market, vertical, LOB, and channel detail by agent and productive hour. Use this to generate accurate reports for correct cross charging of services
To review the adequacy and effectiveness of rating system processes, the oversight structure and control procedures to ensure the applicability and proper application of the quantitative methods in practice. The review covers model design / rating systems documentation, data quality, governance and control as well as internal use of rating (Qualitative Validation).
Supports in any other ad-hoc tasks or related Finance projects e.g., involve in system migration exercises, reconciliation of jobs or balance sheet items, etc.
Use machine learning and AI-assisted workflows for signal discovery, forecasting, regime detection and research automation where they add measurable value.
3+ years total M&A experience with time as an Associate at a top firm (e.g. Goldman Sachs, Morgan Stanley, JPM, Evercore, Centerview, Lazard, PJT, Moelis, Guggenheim)
Support and coordinate the annual budgeting and forecasting cycles, working closely with department heads and business units to ensure timely and accurate submissions.