Financial Planning and Analysis-Associate

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

As an Associate in Corporate Sector FP&A supporting the CAO CFO organization, you will own and coordinate core management reporting and planning deliverables across full P&L, expense, and headcount. You will lead consolidation, variance analysis, and driver-based insights, and produce senior-ready materials used to inform business decisions. You will partner closely with CAO Finance & Business Management, Controllers, and firmwide planning teams to ensure timely, accurate submissions and continuous process improvement leveraging Essbase and AnaplanXL.

Job Responsibilities

• Be responsible for budgeting, forecasting and reporting of monthly & budget financials
• Develop and present driver-based qualitative and quantitative analysis (run-rate, trend, initiative impacts, HC movements, and key assumptions)
• Serve as a liaison between Firm-wide P&A, business managers and 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 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, quarterly/monthly forecast variances
• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets 
• Champion process improvements and automation initiatives to optimize workflows and models and increase operational efficiency
• 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 

• Strong financial acumen across P&L, expense, and headcount planning, including variance analysis and forecasting
• Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros; ability to synthesize multiple data sets into an executive-ready story
• Strong stakeholder management skills; able to operate under tight deadlines and changing priorities with high attention to detail
• 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
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• 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 

• 3+ years of relevant FP&A / planning / management reporting experience (financial services preferred)
• B. Com/BA/BS in Finance, Economics, Accounting (MBA is a plus)
• Excellent MS Office skills – Excel and PowerPoint. Knowledge of AnaplanXL will be a plus (please highlight in CV)
• Experience improving planning/reporting processes or implementing new templates/models