Finance & Business Management Planning & 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. You will be responsible for partnering across the organization to provide financial and strategic analysis oversee budgeting and forecasting and support financial planning and analysis activities.

You will analyze prepare and reconcile accounting and technical data as well as generate reports with a focus on streamlining processes and minimizing cycle times through automation and process improvement. You will help develop recommendations to enhance business procedures and operations maintain financial and reporting systems and assist with special projects or components of other initiatives as needed.

Job responsibilities

• Manage annual and ongoing financial planning activities for Payments product areas providing business rationale and supporting decision-making for month-end financial performance forecasting and budgeting.
• Produce presentations analysis and supporting materials for key internal clients including senior management; participate in and support ad-hoc special projects and requests as needed.
• Develop consolidate and present qualitative and quantitative financial analysis including annual budgets and quarterly/monthly forecast variances leveraging advanced analytics and visualization tools.
• Report on and monitor key metrics drive data quality initiatives and help define future needs of the product area including identifying opportunities for automation and digital transformation.
• Design and enhance reports and dashboards to efficiently deliver financial results to senior management streamline processes and strengthen controls.
• Create maintain and review financial models and analyses (both recurring and ad-hoc) ensuring accuracy transparency and compliance with firm policies.
• Perform variance analysis to understand key drivers of results present commentary to senior managers and explain changes from prior forecasts and budgets.
• Collaborate with business partners across Product Controller Business Management and other support partners to ensure timely accurate and effective delivery of recurring and ad-hoc initiatives.
• Support firmwide initiatives including diversity equity & inclusion and contribute to a culture of collaboration innovation and excellence.

Required qualifications capabilities and skills

• Bachelors degree in Finance Economics Accounting or a technical field
• Advanced proficiency in Excel and PowerPoint
• Strong technical skills in Alteryx for dashboard development and process automation (required)
• Experience with data mining and manipulation of large data sets; familiarity with Essbase Visual Basic and macros
• Strong analytical problem-solving and communication skills

Preferred qualifications capabilities and skills

• Minimum 6 years of relevant FP&A experience preferably in financial services
• Knowledge of Python and BI tools (e.g. Tableau Power BI) is preferred
• Ability to create clear presentations with strong storytelling to convey insights and recommendations
• Self-starter who thrives in a fast-paced dynamic environment and can manage multiple priorities