As an Associate in the Corporate Allocations Planning and Analysis team, you will be responsible for automating overall process activities, developing analytical capabilities, supporting ad-hoc initiatives, and building senior management presentations for overall corporate expense base. Responsibilities will also include monthly, quarterly, and ad-hoc reporting and analysis in collaboration with Corporate Sector Finance/CFO teams. You will also drive value-added change by simplifying processes, implementing automation, and enhancing analytical support to the lines of business. The support will be tailored to senior leaders throughout the firm; therefore, you must be comfortable working in a fast paced environment with evolving priorities. Effective communication and strong collaboration with and beyond the team are also desirable.
Job responsibilities:
- Contribute directly and/or collaborate on several high-exposure initiatives through the simplification of key processes, enhancement of analytics & reporting through automated solutions.
- Serve as a liaison between Global Finance and Business Management groups and other support teams in order to provide impactful reporting and insightful analytics.
- Provide financial analysis services and produce supporting materials for key internal clients including senior management; participate in ad-hoc projects and requests as needed.
- Collaborate with business partners across Corporate Sector P&A, Lines of Businesses and the organization to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives integral in the firm financial reporting.
Required qualifications, capabilities and skills
- Bachelor's degree in Finance, Economics, Accounting
- 4+ years of relevant experience, in financial services or Technical Support/Analysis to a Financial Planning and Analysis role in a large organization
- Must have hands on experience with Business Intelligence and workflow tools (Alteryx, Tableau), Advanced Excel skill set, Power Point
- Alteryx (Advanced), Tableau (Mid to Advance)
- Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple initiatives simultaneously.
- Comfortable with frequently changing priorities
- Excellent written and verbal communications skills with the ability to work and collaborate with internal and external partners.
- Proactive, professional, and a team player
Preferred qualifications, capabilities, and skills
- Strong Financial Data Analytics and Story telling