Financial Planning Analysis - Associate

You are a strategic thinker passionate about driving solutions in Finance. You have found the right team. As a Financial Analysis professional in our Corporate & Investment Banking, you will spend each day defining, refining, and delivering set goals for our firm. - Serve as the subject matter expert for the Alteryx COE Integration & Scheduling process. - Oversee the design, development, and delivery of standard reports, automation workflows, and dashboard tools. - Ensure system management, administration, and testing. Manage reference data, user support, communications, training, and inquiry management. - Create innovative solutions to meet management reporting needs. Interact with technical teams to enhance and troubleshoot system issues and inefficiencies. - Coordinate the collection of system requirements for the consolidated reporting initiative. Assist in QA & UA testing. - Develop and manage proof of concept tools (Tableau, Alteryx, etc.) to drive requirements for strategic solutions. - Support the heritage toolset and assume responsibilities for user support and data management. - Enhance the efficiency and consistency of the reporting environment. Improve ad-hoc reporting capabilities for a broad user community. - Build commonly used formulas and variables into the reporting universe. - Organize, clearly label, and assign meaningful descriptions to reporting elements. Design supporting databases efficiently to maximize performance. - Collaborate with broader sales support and business management teams to design effective solutions for management reporting needs. - Bachelors Degree Required with minimum 4 years of experience in reporting, automation, and/or dashboard development - Required technical skills: Tableau and Alteryx, Pitchpro+, SAP Business objects, Cognos - Innovative, self-motivated and solutions-oriented. Extensive working knowledge of system management practices - Ability to be flexible, follow tight deadlines, organize and prioritize work and multi-task in a fast-paced environment. - Highly motivated, able to thrive, comfortable with frequently changing priorities and think clearly under pressure and tight deadlines. - Ability to work with all levels of employees and have a strong presence enabling effective influencing, interaction, and communication with senior management. Proven ability to work independently with minimal guidance. Excellent written and oral communication skills; and demonstrated ability to interact with technical, non-technical, and business members of the organization Preferred qualifications, capabilities, and skills: - Additional Technical skills are a plus: Superior skills in SQL, Python, or other scripting language & Qlik Sense - Subject matter knowledge of finance and business management functions and/or banking technologies/infrastructure a plus,