Associate - Planning and Analysis

As the Financial Planning & Analysis (FP&A) professional, you will be leading and coordinating the budgeting and forecasting process. This includes projecting earnings and capital over various economic scenarios. Your role will involve working closely with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors. Key Responsibilities: - Conduct Deep Dive Analyses: Perform in-depth analyses to identify root causes of critical issues affecting clients or Sales and Marketing management and propose effective solutions. - Develop Financial Analysis: Create, consolidate, and present detailed qualitative and quantitative financial analyses, including annual budgets and quarterly/monthly forecast variances. - Analyze and Present: Generate high-quality presentations and analyses for senior management and key internal clients. Support special projects and ad-hoc requests as needed. - Build Relationships: Establish and maintain strong connections with key business stakeholders, including firm-wide, Functional Finance, and business teams. - Act as Liaison: Serve as a primary liaison between Firm-wide Planning & Analysis (P&A), business lines, Functional Finance, and support teams to deliver impactful reporting, planning, and analyses. - Collaborate: Partner with P&A, Business Management, Product Control, business lines, and the firm to ensure timely, accurate, and effective delivery of recurring and ad-hoc initiatives. Qualifications Required: - MBA/ CFA / CPA in Finance, Economics, Accounting - Strong technical and analytical skills, including Excel, PowerPoint, Alteryx, Visual Basic, and macros - Good communication skills with the ability to comprehend and articulate complex concepts clearly in fast-paced, dynamic environments - Strong partnership-building skills, quick learning ability, flexibility, and strategic thinking - Sound judgment, maturity, integrity, and a strong work ethic - Strong quantitative, analytical, and problem-solving skills, detail-oriented, and adept at working under pressure, handling multiple projects and initiatives simultaneously Additional Company Details: - At least 3 years of relevant FP&A experience, preferably in the financial services industry,