As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.

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. FP&A operates 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.

Primary Responsibilities

Complete ownership of CIB DPS Central P&A month-end reporting and involves extensive partnering with P&A leads and Finance & Business Managers Executing month end activities including tracking, incorporating movements/ changes, data aggregation, validations, mappings and enabling tools ready for reporting Flash Reporting - Expense and headcount reporting against plan/ outlook, variance analysis, tracking movements across functions/ individual business Preparing Executive Management Report (EMR) on monthly basis for DPS CFO & Management team Preparing detailed cost center level allocation reports & analysis cutting across all major businesses & levels incorporating dimensions of time, organization, and scenario views Effective engagement with stakeholders, finance managers & aligned teams for updates on expense allocation rules, methodologies, business events. Support on monthly forecast, mid-year outlook and annual budgeting exercise and other ad-hoc reporting/ analysis Support key DPS initiatives – e.g. location strategy, expense reduction program, resolution & recovery etc.   Provide support for management reviews and value added analytics

Qualifications

Bachelor’s degree in Accounting, Finance or a subject of a technical nature Between 2 and 6 years of relevant experience in the Finance and Planning field Strong analytical skills, effective communication abilities, proven track record of working well within teams and ability to interact with people at different levels and across countries Strong attention to detail in supporting management reporting with clear and concise data analysis and presentation Experience in Qlikview / Tableau development for management reporting would be an advantage Excellent Excel skills; knowledge in Macros/ MS Access/Alteryx/UIPath and financial modeling would be an advantage Experience working with global stakeholders will be a plus Effective stakeholder management skills