AWM Management-CSG COO- Analyst- Bengaluru

About the role

The Expense and Reporting Specialist ensures all expense reports align with budgetary guidelines and firm policies, safeguard against fraud, and are processed in compliance with regulatory policies. This individual will assist with implementing and reviewing expense processes, while supporting the Management and Strategy team with critical reporting and data requests.

What you'll do

• The Management and Strategy team within the Client Solutions Group (CSG) is responsible for leading the execution of key strategic initiatives within the sales…
• The team oversees our progress toward our financial and non-financial goals
• In addition to working with leadership in the Client Solutions Group, the team partners closely with AWM Leadership, Investing, Operations and Engineering
• Review, approve, or flag employee expense reports and requests to ensure strict adherence to established T&E policies
• Monitor and manage divisional sales budgets, tracking allocations, analyzing variances, and collaborating with leadership to optimize resource spend

What you need

• 1–3 yrs of experience
• Excel
• SAP
• Talent management
• Wealth management
• B.Com or BBA

Good to have

• Data visualisation
• Power BI
• Tableau