Financial Analysis - Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.

In this role, you will analyze, prepare, and reconcile accounting and technical data, as well as prepare reports with a focus on streamlining processes and minimizing cycle times through automation and process improvement. You will help develop recommendations to enhance business procedures and operations, maintain financial and reporting systems, and support the department and team members with special projects as needed.

Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities, including financial control, forecasting and budgeting, analysis of financial and business metrics, delivery of weekly, monthly, and quarterly management reporting, development of new reporting capabilities such as dashboards, and advising line of business CFOs on how to increase profitability and efficiencies.

Job responsibilities

• Manage annual and ongoing financial planning activities for product areas, providing business rationale and decisions for month-end financial performance and forecasting.
• Conduct reviews and analysis on product financial performance, consumption and demand planning, budgeting, billing, trends, and exception reports.
• Report on efficiency, analytics, and strategy, including location strategy, span of control, and other reporting initiatives.
• Create financial business cases to support business initiatives.
• Monitor key metrics, drive data quality initiatives across the product area, and help define future needs.
• Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management.
• Perform variance analysis to understand key drivers of results and present commentary to senior managers, explaining changes from prior forecasts and budgets.
• Design new reports and dashboards to efficiently deliver financial results to senior management.
• Enhance controls and streamline processes, introducing automation where possible.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Ability to create ad hoc reporting for senior management
• Proven track record for executing on special projects / assignments, often with little lead time or information
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Highly motivated self-starter with excellent time management/prioritization skills

Preferred qualifications, capabilities, and skills

• 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely