Financial Planning & Analysis - Senior Associate
Financial Planning & Analysis - Senior Associate
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Job Description
Financial Planning & Analysis (FP&A) is 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. We operate 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.
As a Senior Associate in Financial Planning & Analysis (FP&A) you will serve as a liaison between Firm-wide FP&A lines of business Functional Finance teams and other support teams in order to provide impactful reporting planning and insightful analyses
Job responsibilities
- 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
- Bachelors degree in Finance Economics or Accounting
- 5 years of relevant FP&A experience
- Sound judgment professional maturity and personal integrity strong work ethic proactive and results-oriented and ability to manage multiple tasks simultaneously. Must be comfortable with frequently changing priorities
- The 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 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. Self-starter who is able to work in a fast paced results driven environment
- 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
Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment/work visa at this time (including but not limited to H1B H4 EAD OPT TN or L visas).
Required Experience:
Senior IC
Employment Type
Full-Time
