Planning & Analysis

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

As a Planning & Analysis associate Analyst 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. You will also be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e. g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies. You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities

• Support all financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis for the P&A function of Technology business
• Create financial review decks for senior management that clearly articulate the financial story/strategy to the F&BM and technology stakeholders
• Identify and leverage best practices from other tech F&BM groups
• Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics
• Provide ad-hoc financial analysis to senior management on a frequent basis
• Identify opportunities and recommend improvements for increased process and reporting efficiencies
• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations
• Adhere to internal compliance policies and other business reporting requirements

Required qualifications, capabilities, and skills

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 12+ years of post-qualification experience
• Experience in planning and analysis/financial management / accounting environment.
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
• Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
• Excellent written and verbal communication skills a must
• Individual must be able to work independently as well as in a team situation
• Excellent time management skills and ability to multi task and handle competing priorities under pressure
• Self-motivated individual to go beyond immediate responsibilities

Preferred qualifications, capabilities, and skills

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• In depth knowledge and experience preferred with visualization and reporting tools such as Tableau, Alteryx
• Timing - 200pm to 1100pm (may change for budget periods, adhocs and projects)

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

As a Planning & Analysis associate Analyst 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. You will also be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e. g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies. You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities

• Support all financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis for the P&A function of Technology business
• Create financial review decks for senior management that clearly articulate the financial story/strategy to the F&BM and technology stakeholders
• Identify and leverage best practices from other tech F&BM groups
• Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics
• Provide ad-hoc financial analysis to senior management on a frequent basis
• Identify opportunities and recommend improvements for increased process and reporting efficiencies
• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations
• Adhere to internal compliance policies and other business reporting requirements

Required qualifications, capabilities, and skills

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 12+ years of post-qualification experience
• Experience in planning and analysis/financial management / accounting environment.
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
• Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
• Excellent written and verbal communication skills a must
• Individual must be able to work independently as well as in a team situation
• Excellent time management skills and ability to multi task and handle competing priorities under pressure
• Self-motivated individual to go beyond immediate responsibilities

Preferred qualifications, capabilities, and skills

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• In depth knowledge and experience preferred with visualization and reporting tools such as Tableau, Alteryx
• Timing - 200pm to 1100pm (may change for budget periods, adhocs and projects)