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Financial Planning & Analysis- Associate
mid · Corporate Finance
As an Associate in FP&A, Promote budgeting and forecasting while coordinating management reports and presentations as an Associate in Planning and Analysis.
Job Summary
As an Associate in Financial Planning & Analysis (FP&A), you will lead and coordinate the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios.
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
- 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
Preferred Qualifications
- 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
Required qualifications, capabilities, and skills
- 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
- Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
- Detail oriented individual 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