Financial Planning & Analysis - Senior Associate

Description

Financial Planning & Analysis (FP&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. We operate in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

As a Senior Associate in Financial Planning & Analysis (FP&A), you will serve as a liaison between Firm-wide FP&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses

Job responsibilities

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

Required qualifications, capabilities, and skills

Bachelors degree in Finance, Economics, or Accounting

5+ 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. Must be comfortable with frequently changing priorities

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 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 individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously. Self-starter who is able to work in a fast paced, results driven environment

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

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.