Financial Planning & Analysis Associate Alumni Career Site

4.0 - 8.0 years

0 Lacs

maharashtra

On-site

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team. As a Financial Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors. Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to provide impactful reporting, planning, and insightful analyses. Produce presentations, analysis, and supporting materials for key internal clients, including senior management; participate in and support ad-hoc special projects and requests as needed. Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis, including annual budget and quarterly/monthly forecast variances. Create, maintain, and review financial models and analyses (both recurring and ad-hoc). Conduct "deep dive" analyses on key issues impacting clients to determine root causes and propose solutions. Collaborate with business partners across P&A, lines of business, and the firm to ensure the timely, accurate, and effective delivery of recurring and ad-hoc initiatives. Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance, and lines of business teams. Required qualifications, capabilities, and skills: - The candidate must be a self-starter who is able to work in a fast-paced, results-driven environment. - BA/BS in Finance, Economics, Accounting. Minimum 4 years of relevant FP&A experience. - Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities. - The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment. - Excellent organizational, management, and both verbal and written communication skills. - Strong quantitative, analytical, and problem-solving skills. Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros. - Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations. - Detail-oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously. - Team-oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management. - Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically. Preferred qualifications, capabilities, and skills: - (CFA, CPA, MBA a plus). - Preferably in the financial services industry.,

Posted 17 hours ago

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Home Lending P&A Lead India - Vice President Chase- Candidate Experience page

6.0 - 10.0 years

0 Lacs

karnataka

On-site

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Home Lending P&A Vice President in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors. Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance drivers. Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables/calendars. Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results. Lead additional one-off and repeatable analyses as required by senior management. Communicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations, CFA). Support ad hoc projects as necessary. Required qualifications, capabilities, and skills: - Bachelor's Degree in Accounting, Finance, Economics, or related field - Advanced Microsoft Office skills (Excel & PowerPoint in particular) - Experience in the consolidation, review, analysis and presentation of Financials - Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables - Excellent oral and written communication and relationship management skills - Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure - Self-starter who is driven to excel in all aspects of their role and seeks to break the status quo and initiate improvements where necessary Preferred qualifications, capabilities, and skills: - Minimum 6 years professional experience in handling a large amount of data, analyzing P&L and balance sheet drivers preferred - Previous experience in a finance/planning role in banking or financial services strongly preferred - Experience with internal financial systems such as Essbase and Hyperion preferred,

Posted 1 week ago

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