Central Planning & Analysis Associate

Description

Financial Planning & Analysis (P&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios.

As an Associate in Consumer & Community Banking's Central P&A team, you will partner with P&A and other finance teams in each line of business to understand business and financial results and prepare management reports and presentations for senior management including the Operating Committee and the Board of Directors.

Job Responsibilities

Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income and Net Interest Margin analytics and analyzing business performance drivers

Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars

Analyze line of business business models, earnings sensitivities, and strategic initiatives to enable better understanding of financial results

Support additional one-off and repeatable analyses as required by senior management

Support ad hoc projects as necessary

Required qualifications, skills and capabilities

Bachelor's Degree in Accounting, Finance, Economics, or related field

2+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers

Previous experience in a finance / planning role in banking or financial services

Advanced Microsoft Office skills (Excel & PowerPoint in particular)

Experience in the consolidation, review, analysis and presentation of financials

Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables

Excellent oral and written communication and relationship management skills

Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure

Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary

Preferred qualifications, skills and capabilities

Experience with internal financial systems such as Essbase and Hyperion preferred