Planning Analysis - Associate
Planning Analysis - Associate
Posted on :
06-04-2025
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1 Vacancy
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Job Description
Description
You are a strategic thinker passionate about driving solutions in Financial Analysis.You have found the right team.
As an Associate in Planning and Analysis you will be responsible for coordinating the budgeting and forecasting process as well as management reports and presentations.
Job Responsibilities
- Act as a liaison between Firmwide P&A lines of business Functional Finance teams and other support teams to provide impactful reporting planning and insightful analyses.
- Produce presentations analyses and supporting materials for key internal clients including senior management; participate in and support adhoc special projects and requests as needed.
- Develop consolidate and present insightful and robust qualitative and quantitative financial analyses including annual budgets and quarterly/monthly forecast variances.
- Create maintain and review financial models and analyses (both recurring and adhoc).
- 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 adhoc initiatives.
- Build and maintain strong relationships with key business stakeholders: firmwide Functional Finance and lines of business teams.
Required qualifications capabilities and skills:
- The candidate must be a selfstarter who is able to work in a fast paced results driven environment
- BA/BS in Finance Economics Accounting . Minimum 4 years of relevant FP&A experience.
- Sound judgment professional maturity and personal integrity strong work ethic proactive and resultsoriented and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
- The ability to comprehend and clearly communicate complex concepts and maintain composure in a fastpaced 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
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Detail oriented individual 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
- Ability to build strong partnerships with colleagues desire to learn quickly be flexible and think strategically
Preferred qualifications capabilities and skills:
- CFA CPA MBA a plus
- Experience preferably in the financial services industry
Required Experience:
IC
Employment Type
Full-Time
Department / Functional Area
Key Skills
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