Financial Analysis - Associate

Financial Analysis - Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As an Associate in Planning and Analysis within our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. Your responsibilities will include coordinating the budgeting and forecasting process, as well as creating management reports and presentations. This role provides an opportunity to work in a fast-paced, results-promoten environment where your contributions will have a direct impact on the success of our business.

Job Responsibilities 

• Responsible for coordinating the budgeting and forecasting process for the business
• Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
• Responsible to produce CCAR Stress testing results for FRB reporting
• Produce reports for quarterly/Monthly regulatory submissions
• Support in analyzing moves (Forecasted vs actuals, prior period vs current period, stress vs actuals etc)
• 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
• 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

Required qualifications, capabilities, and skills

• 5+ years of overall experience of relevant FP&A experience, in the financial services industry
• Self-starter who is able to work in a fast paced, results driven environment
• 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

Preferred qualifications, capabilities, and skills

• Graduation in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
• 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