Financial Planning and Analysis - Associate

You are a strategic thinker passionate about driving solutions in Financial Planning & Analysis. You have found the right team.

As a Financial Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

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.
• 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 budget 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, including firm-wide, Functional Finance, and lines of business teams.

Required qualifications, capabilities, and skills:

• Qualified graduate - BA/BS in Finance, Economics, Accounting 
• Minimum of 3 years of relevant FP&A experience.
• 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
• Prior knowledge in navigating multiple data sets and synthesize into cohesive presentation and recommendations
• Detail oriented 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
• Build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred qualifications, capabilities, and skills:

• CFA, CPA, MBA will be a plus
• Experience preferably from the  financial services industry