As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.
Job Responsibilities
- Serving 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.
- Producing presentations, analysis, and supporting materials for key internal clients, including senior management; participating in and supporting ad-hoc special projects and requests as needed.
- Developing, consolidating, and presenting insightful and robust qualitative and quantitative financial analysis, including annual budget and quarterly/monthly forecast variances.
- Creating, maintaining, and reviewing financial models and analyses (both recurring and ad-hoc).
- Conducting "deep dive" analyses on key issues impacting clients to determine root causes and propose solutions.
- Collaborating 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.
- Building and maintaining strong relationships with key business stakeholders: firm-wide, Functional Finance, and lines of business teams.
Required qualifications, capabilities, and skills:
- Self-starter who is able to work in a fast paced, results driven environment
- BA/BS in Finance, Economics, Accounting. At least 3 years of relevant FP&A experience.
- 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
- 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
- Strong quantitative, analytical, and problem solving skills. 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
- Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
- Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
- Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
Preferred qualifications, capabilities, and skills:
- CFA, CPA, MBA a plus
- preferably in the financial services industry