Financial Planning & Analysis- Associate

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

As a Financial Planning & Analysis Associate within our Infrastructure Technology team, you will play a critical role in executing financial processes, analysis, and reporting. You will have the opportunity to partner with senior technology management and maintain strict governance across a large matrixed organization. Your work will directly impact our technology spend and efficiency metrics, providing you with a challenging and rewarding role.

Job Responsibilities :

• Supporting all financial processes and reporting, including month-end activities, actuals, budgeting, and analyzing factors driving infrastructure technology spend for CCB.
• Tracking overall technology spend and allocations to CCB Tech towers and business units, with a specific focus on infrastructure spending.
• Liaising with various stakeholders across Technology, Finance, and Corporate to understand the rationale behind allocations to CCB Lines of Business (LoB).
• Monitoring and tracking efficiency metrics for infrastructure spending within CCB Tech towers.
• Evaluating and flagging possible cost efficiencies and opportunities in Public Cloud and Private Cloud spending to support optimization efforts.
• Managing monthly leadership reporting for MBR, TLT, EMR, and supporting ad-hoc financial analysis for leadership reviews.
• Focusing on allocation methodology and indirect tech expenses allocated to technology and business units.
• Identifying and leveraging best practices from other CCB PXT F&BM groups.
• Recommending improvements for increased process and reporting efficiencies.
• Ensuring data integrity, accuracy, and timeliness in all financial reporting and presentations.
• Adhering to internal compliance policies and other business reporting requirements.

Required qualifications, capabilities, and skills

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with minimum 5 years of post-qualification experience
• Strong financial analytical skills – Fusion of Finance and Data Capabilities
• Excellent partnering skills. Ability to multi-task and work autonomously within team environment
• Ability to research issues/problems and provide a ‘solution-based’ approach 
• 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
• Timing – 2:00pm to 11:00pm (may change for budget periods, adhocs and projects).

Preferred qualifications, capabilities, and skills

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• Experience with visualization and reporting tools such as Tableau preferred
• Knowledge of Tableau and Alteryx will be an added advantage