DescriptionThe Cards & Connected Commerce Finance team provides real-time insights to Cards & Connected Commerce leadership on Business Performance Annual operating plans Standard financial reporting Bespoke analysis and Card P&A. The team is structured with dedicated CFOs or CFO support teams with each card product having its own on dedicated P&L and subsequent Balance sheet impacts. Team is adept translating business scenarios to actionable financial insights and is called upon to help on real time business decisioning on a variety of topics.
As a Planning & Analysis - Cards Finance - Associate you will be primarily responsible for leading and coordinating the budgeting and forecasting process including the short- and long-term projection 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.
Job Responsibilities
- Ensure coordinating the budgeting and forecasting process for the Cards & Connected Commerce business
- Develop consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget quarterly/monthly forecast variances
- 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
- 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
- Graduation in Finance & Accounting
- Minimum 6 years of overall experience in Financial Planning & Analysis
- 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. Team oriented inquisitive critical thinker who anticipates questions from internal clients and senior management
- 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.
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations Strong technical and analytical skills including Excel PowerPoint Essbase
Preferred qualifications capabilities and skills
- CFA CPA MBA preferably within the banking or financial services industry
Required Experience:
IC
DescriptionThe Cards & Connected Commerce Finance team provides real-time insights to Cards & Connected Commerce leadership on Business Performance Annual operating plans Standard financial reporting Bespoke analysis and Card P&A. The team is structured with dedicated CFOs or CFO support teams with ...
DescriptionThe Cards & Connected Commerce Finance team provides real-time insights to Cards & Connected Commerce leadership on Business Performance Annual operating plans Standard financial reporting Bespoke analysis and Card P&A. The team is structured with dedicated CFOs or CFO support teams with each card product having its own on dedicated P&L and subsequent Balance sheet impacts. Team is adept translating business scenarios to actionable financial insights and is called upon to help on real time business decisioning on a variety of topics.
As a Planning & Analysis - Cards Finance - Associate you will be primarily responsible for leading and coordinating the budgeting and forecasting process including the short- and long-term projection 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.
Job Responsibilities
- Ensure coordinating the budgeting and forecasting process for the Cards & Connected Commerce business
- Develop consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget quarterly/monthly forecast variances
- 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
- 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
- Graduation in Finance & Accounting
- Minimum 6 years of overall experience in Financial Planning & Analysis
- 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. Team oriented inquisitive critical thinker who anticipates questions from internal clients and senior management
- 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.
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations Strong technical and analytical skills including Excel PowerPoint Essbase
Preferred qualifications capabilities and skills
- CFA CPA MBA preferably within the banking or financial services industry
Required Experience:
IC
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