Corporate Planning & Analysis Allocations- Associate

The Corporate Allocations P&A team is an integral part of the CS F&BM group responsible for a widerange of deliverables including Allocations Analytics Initiatives and Firmwide activities that support the teams ability tell an insightful holistic story. The team is a specialized function within Corporate Sector P&A which provides operational support guidance and oversight for the endtoend expense allocation process. The team is comprised of Finance professionals in the United States and India who collaborate across the Corporate Sector to develop allocation strategies. Those strategies are then implemented via SAPCO to distribute expenses out to the lines of business via business drivers and various methodologies. In addition to operational activities the team conducts ongoing and adhoc analytics of allocated expenses and drivers.

The Associate will be part of the Corporate Sector Central planning & analytics team and responsible for developing analytical capabilities supporting adhoc initiatives and building management presentations on a wide range of topics. Responsibilities will also include monthly quarterly and adhoc reporting and analysis in collaboration with Corporate Sector functions and Finance/CFO teams.The individual will also have the opportunity to drive valueadded change by helping to simplify processes implement automation and enhance analytics and customer support to the lines of business. The support will be tailored to senior leaders throughout the firm; therefore this person must be comfortable working in a fast paced environment and with evolving priorities.

Job responsibilities:

• Serve as a liaison between Firmwide P&A Lines of business Functional Finance teams and other support teams in order to provide impactful Reporting and insightful analyses
• Contribute directly and/or collaborate on several highexposure initiatives through the simplification of key processes enhancement of analytics & reporting and implementation of automated solutions.
• Coordinate and deliver consolidated Other Corporate views to tell an insightful holistic story in a comprehensive but succinct manner.
• Produce presentations analysis and supporting materials for key internal clients including senior management; participate and support adhoc special projects and requests as needed.
• Develop consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget quarterly/monthly forecast variances leveraging Business Intelligence Tool Tableau and Alteryx.
• Create maintain and review financial models and analyses (both recurring and adhoc) Conduct deep dive analyses on key issues impacting client to determine root cause and recommend solutions
• Collaborate with business partners across Corporate Sector P&A Lines of Business and the organization 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:

• BA/BS in Finance Economics or Accounting
• 2 years of relevant experience
• Strong analytical skills including Advanced Excel PowerPoint.
• 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.
• Excellent written and verbal communications skills with the ability to work and collaborate with internal and external partners.
• Strong quantitative analytical and problem solving skills.

Preferred qualifications capabilities and skills:

• CFA CPA MBA a plus
• Preferred experience in financial services or in a FP&A role in a large organization.
• Experience with Programming languages (SQL VBA etc.) is a plus.
• Preferred Visualization and Workflow tools background (e.g Tableau Alteryx)