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Corporate Central Planning and Analysis (Forecasting, Budgeting & Consolidation)-Associate
mid · Corporate Finance
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Corporate Sector FP&A Associate in our Finance team, you will spend each day partnering with Corporate Sector CFOs and their Finance & Business Management (F&BM) teams to deliver forecasting, budgeting, reporting, and strategic analysis across priorities such as Earnings, CCAR, and Resolution & Recovery. You will be responsible for supporting base forecasting, budgeting, and consolidation for the Corporate Sector Central Team, including firmwide submissions of P&L, balance sheet, RWA, and legal entity metrics, as well as management reporting, dashboard development, and analysis of financial and business drivers. You will also work closely with central partners across Firmwide P&A, Investor Relations, Controllers, Control Management, and multiple Corporate Functions teams to deliver timely, accurate, and decision-useful insights.
Job responsibilities
- Lead corporate consolidation and analysis of financials for firmwide submission, including reporting and data management.
- Drive forecasting and budgeting for centrally managed processes, including intercompany, balance sheet, RWA, FX, and finance-aligned functions.
- Manage regulatory-related deliverables, including earnings reporting for Investor Relations and SEC teams.
- Serve as a liaison across Firmwide P&A, lines of business, Functional Finance, and support teams to deliver impactful reporting, planning, and analysis.
- Produce presentations, analyses, and supporting materials for senior management and key internal clients, and support ad-hoc projects as needed.
- Develop and present qualitative and quantitative analysis, including annual budget and quarterly/monthly forecast variances.
- Perform variance analysis to identify key drivers and provide clear commentary on changes versus prior forecasts and budgets.
- Design and enhance reports and dashboards to deliver financial results efficiently to senior stakeholders.
- Champion process improvements and automation initiatives to optimize workflows, models, and operational efficiency.
- Collaborate with partners across P&A, lines of business, and the firm to ensure timely and accurate delivery of recurring and ad-hoc initiatives.
- Build and maintain strong relationships with firmwide, Functional Finance, and line of business stakeholders. Apply advanced data visualization tools (e.g., Tableau, Databricks dashboards) to present complex financial analysis clearly, as needed.
Required qualifications, capabilities and skills
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 and high quality under tight deadlines
- 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
3 years of work experience, preferably in Financial Services, and/or accounting/ P&A background
BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Highly motivated self-starter with excellent time management/prioritization skills
- Experience in the financial services industry
- Familiarity with using tools like Anaplan XL, Alteryx, Data Bricks, data visualization and dashboarding tools etc.