Finance Planning & Analysis - Associate

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

As a Financial Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. 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. 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/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.
 
Job responsibilities 

• Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Work on efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
• Create financial business cases supporting business initiatives
• Work on reporting and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
• Help design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhance controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities, and skills

• MBA/CA with 4+ years or Graduate with 6 years of experience
• Excellent analytical, customer service and problem solving skills
• Ability to clearly communicate and present information
• Proficiency in MS Excel (Large Data Sets) and Powerpoint is a must.
• Must be detail-oriented, but also able to summarize data to assist with management decisions
• Ability to understand complex systems and partner to drive change
• Proactively manage the process, respond immediately to issues, and offer solutions

Preferred qualifications, capabilities, and skills

• At least 2 years of exposure to financial analysis /expense management and an understanding of Financial Reporting preferred
• Manage multiple priorities and time sensitive deliverables
• Experience with expense analysis, business commentary writing, budgeting and forecasting
• Strong knowledge of Corporate Financial systems including: Forecasting tools - Essbase, MS Office (Excel) and presentation tools.