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
- Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets. Helping design new reports and dashboards to efficiently deliver the financial results to senior management
- Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, and monthly forecast variances
- Create, maintain and review financial and headcount models (both recurring and ad-hoc)
- Conduct thorough 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
- Create and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
- Enhancing controls and streamlining processes, introducing automation where possible
Required qualifications, capabilities and skills
- The candidate must be a self-starter who is able to work in a fast paced, results driven environment
- BA/BS in Finance, Economics, Accounting
- 3+ years of relevant FP&A experience
- Good judgment, professional maturity and personal integrity, great work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously
- 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
- Advanced quantitative, analytical, and problem solving skills
- Good technical and analytical skills, including Excel, PowerPoint, and Essbase
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously while maintaining strong attention to detail
Preferred qualifications, capabilities and skills
- Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
- Ability to create partnerships with colleagues, desire to learn quickly, be adaptive and think strategically
- Preferred experience in the financial services industry