Financial Planning and Analysis - Associate

You are a strategic thinker passionate about turning financial data into forward-looking insights that guide firmwide decisions. You have found the right team.

As a Financial Planning & Analysis (FP&A) professional in our Finance team, you will spend each day leading and coordinating budgeting and forecasting processes, including short- and long-term projections of earnings and capital across varying economic scenarios. You will be responsible for partnering closely with firmwide groups and line-of-business teams to deliver clear management reporting and materials for senior leadership.

Our FP&A teams are responsible for a wide range of activities including budget governance and forecasting execution, scenario-based earnings and capital projections, firmwide coordination across lines of business, and development of 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

• The candidate must be a 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
• 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
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
   

Preferred qualifications, capabilities, and skills

• BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
• At least 5 years of relevant FP&A experience, preferably in the financial services industry
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically