Job Summary
As an Associate, within the Finance team, you will be responsible for for managing the monthly and quarterly forecast, CCAR Stress testing, earnings press release process, and annual budget/mid-year forecast reporting. The group also manages and/or leads financial/strategic projects and key analysis to provide insight and decision support to the Cards leadership team, including analysis used in Investor Day presentations and Senior Leader Conferences.
Job responsibilities
- Effectively collect, analyze, and interpret data .Proficiency in identifying trends, patterns, and insights from complex datasets and derive conclusions
- Strong analytical Skills to approach problems methodically and provide comprehensive analysis to facilitate informed business decisions. Provide comprehensive analysis for business decision making & forecasting purposes
- Prepare & present analytical insights which resonate with the business context, audience and strategies
- Prepare impactful charts, graphs, and infographics to present analysis visually.
- Evaluate information critically and make sound judgments. Comprehend and communicate critical findings and insights to non-technical stakeholders in a clear and effective way
- Precision in data analysis and reporting to ensure accuracy and reliability. Ability to spot errors or inconsistencies in data.
- Provide comprehensive response to inquiries from senior management or stakeholders
- Creatively find innovative ways to address business asks/challenges
- Support for Investor Day related tasks - Update the key metrics, card attrition, review inputs
- Prepare deck for Earnings, supplemental financials, explain key moves and provide Q&A support
- Provide detailed financial results, variances and overview of the Cards P&L to senior management
- Contribute to financial planning and budgeting, prepare budget decks
- Interpret the hypothetical risks to cards business and size the P&L against each material risk.
- Challenge existing assumptions and explore alternative solutions
Required qualifications, capabilities and skills
- Bachelor’s degree in Accounting/Finance/Economics or other related majors.
- 8+ years in Finance, management consulting or other financial/analytic roles
- Strong quantitative and analytical problem-solving skills
- Strong knowledge of Excel & VBA, SQL, Python /Pyspark, Alteryx and Tableau and other data analysis and data visualization tools
- Possess strong interpersonal, verbal and written communication skills to convey complex information clearly.
- Ability to comprehend and clearly communicate complex concepts in a dynamic environment
- Manage compelling priorities simultaneously and have effective coordination skills
- Has proactive approach with strong judgment and has professional maturity
- Ability to work in a fast- paced, dynamic environment