DescriptionYou are a strategic thinker passionate about driving solutions in financial planning and analysis. You have found the right team.
As a Financial Planning & Analysis (FP&A) Associate in our Finance team you will spend each day leading and coordinating the budgeting and forecasting process. You will define refine and deliver projections of earnings and capital over varying economic scenarios working closely with firmwide groups in each line of business. Your efforts will culminate in preparing 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 in order to provide impactful reporting planning and insightful analyses
- Produce presentations analysis and supporting materials for key internal clients including senior management; participate 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 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 client to determine root cause 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: firm-wide Functional Finance and lines of business teams
Required qualifications capabilities and skills
- Self-starter who is able to work in a fast paced results driven environment
- Sound judgment professional maturity and personal integrity strong work ethic proactive and results-oriented and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
- 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
- Ability to build strong partnerships with colleagues desire to learn quickly be flexible and think strategically
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
Preferred qualifications capabilities and skills
- BA/BS in Finance Economics Accounting (CFA CPA MBA a plus)
- At least 3 years of relevant FP&A experience preferably in the financial services industry
- 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
Required Experience:
IC