Private Client Office Planning & Analysis Associate

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. FP&A operates 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 an Associate in Planning & Analysis you will be responsible for coordinating the budgeting and forecasting process as well as management reports and presentations. You must have sound judgment professional maturity and personal integrity strong work ethic proactive and results-oriented and ability to manage multiple tasks simultaneously. You must also be comfortable with frequently changing priorities and detail oriented with the ability to work well under pressure handling multiple projects and initiatives simultaneously.

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

• Bachelors in Finance Economics or Accounting
• At least 3 years of relevant FP&A experience in the financial services industry
• 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 navigate multiple data sets and synthesize into cohesive presentation and recommendations
• 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; self-starter who is able to work in a fast paced results driven environment
• 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

Applicants must be authorized to work for any employer in the U.S. Wearenot ableto provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B H4 EAD OPT TN or L visas)..Final Job Grade level and corporate title will be determined at time of offer and may differ from this role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. 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.