Job Description
As an Associate in Planning and Analysis team, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. 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.
Job Responsibilities
- Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams 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.
- 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.
- Strong quantitative, analytical, and problem-solving skills.
- The candidate must be a self-starter who is able to work in a fast paced, results driven environment.
- Excellent organizational, management, and both verbal and written communication skills
- Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously.
Preferred qualifications, capabilities, and skills
- BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
- At least 8 years of relevant FP&A experience, preferably in the financial services industry
- 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.