As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm.
You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and recommending price. You will also be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.
Job Responsibilities:
- Ensure reports are insightful and include commentary on key movements and watch items, proactively identifying trends and drivers to provide analytical inputs to customers.
- Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to deliver impactful reporting, planning, and insightful analyses.
- Produce pricing strategy presentations, recommendations, and analyses on the impact of price changes, along with supporting materials for key internal clients, including senior management; participate in and support ad-hoc special projects and requests as needed.
- Develop, consolidate, and present insightful and robust qualitative and quantitative margin analyses, along with recommendations. Create, maintain, and review financial models and analyses, both recurring and ad-hoc.
- Conduct "deep dive" analyses on key issues impacting clients to determine root causes 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, including firm-wide, Functional Finance, and lines of business teams.
- Leverage knowledge of Alteryx, Tableau, VBA, etc., as an added advantage.
- Focus on efficiency reporting, analytics, and strategy, including but not limited to location strategy, span of control, reporting, and analytics. Create financial business cases to support business initiatives.
- Help design new reports and dashboards to efficiently deliver financial results to senior management. Enhance controls and streamline processes, introducing automation where possible.
Required qualifications, capabilities, and skills:
- CA/ MBA (Finance) (or similar educational background) with minimum 7 years of post-qualification relevant experience in banking industry
- Advanced skills in Excel and PowerPoint
- Proficiency with data mining/gathering and manipulation of data sets
- Strong analytical skills
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management
- Proven track record for executing on special projects / assignments, often with little lead time or information
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely