Allocation Consultant

SUMMARY:
Financial Reporting & Allocation Specialist (Banking)

POSITION INFO:

We are seeking a detail-oriented Finance Allocation Analyst to join our team. The core purpose of this role is to ensure the accurate allocation of business transactions across key reporting structures, enabling strategic financial insights and compliance with internal policies. Key responsibilities include developing and refining allocation models for balance sheet and income statement items, enhancing processes through automation, supporting strategic projects, and providing ad hoc analysis to senior leadership. The successful candidate will hold a BCom in Accounting (or similar) and have at least 3–5 years of experience within a finance department. Strong Excel skills and reconciliation expertise are essential, along with a solid understanding of financial reporting and allocation principles.