Financial Planning and Analysis - Associate

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

As a Financial Associate in our FP&A team, you will spend each day leading and coordinating the budgeting and forecasting process, including projecting earnings and capital over various economic scenarios. As a Financial Planning & Analysis Associate in our FP&A team, you will work closely with firmwide groups in each line of business

Job responsibilities

• 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.

• Accurately align the costs incurred while providing internal services to intended beneficiaries.

• Create annual budgets, periodic forecasts, and analyze variances to the plan.

• Establish Budget, Forecast, and Actuals for all centers in accordance with different Corporate methodologies.

• Conduct ad hoc analysis of the business and business drivers, identifying opportunities for improvement and recommending actions across the business, Audit (internal and external), and tax teams.

• 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 budgets 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
• Working knowledge of Alteryx and tableau along with expertise on Excel, PowerPoint, Essbase and macros
• 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

Preferred qualifications, capabilities, and skills

• At least 6+ years of relevant FP&A experience, preferably in the financial services industry
• BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
• 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