Liaise 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
Managing 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
BA/BS in Finance, Economics, Accounting (CFA, CPA/ MBA)
At least 4 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.
Excellent organizational, management, and both verbal and written communication skills
Strong quantitative, analytical, and problem solving skills, 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