Payments Planning and Analysis - Associate

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

As a Financial Analyst 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 and continual financial planning activities for product areas providing business rationale and decisions for all monthend financial performance and forecasting.
• Conduct reviews and analysis on product financial performance consumption/demand planning budgeting billing trends and exception reports.
• Report on efficiency analytics and strategy including location strategy span of control reporting and analytics.
• Analyze revenue client drivers monthly loads and forecast for current and future months.
• Create financial business cases supporting business initiatives.
• Report on and monitor key metrics drive data quality initiatives across the product area and help define future needs of the product area.
• Develop and track performance metrics create presentations and provide financial analysis on a variety of topics to senior management.
• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers explaining changes from prior forecasts/budgets.
• Design new reports and dashboards to efficiently deliver the financial results to senior management.
• Enhance controls and streamline processes introducing automation where possible.

Required qualifications capabilities and skills

• Bachelors degree in Accounting Finance or a subject of a technical nature
• 5 years of work experience in Financial Services and/or accounting/controller background
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive enthusiastic and diligent and capable of challenging peers
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Ability to create ad hoc reporting for senior management
• Proven track record for executing on special projects / assignments with often little lead time or information
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Team player with the ability to be respected as a trusted partner for the Business Finance and FP&A Teams
• Highly motivated selfstarter with excellent time management/prioritization skills
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely