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

As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. You will lead and coordinate the budgeting and forecasting process, including short- and long-term projections of earnings and capital across various economic scenarios. You will collaborate closely with firmwide groups in each line of business to prepare management reports and presentations for 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 (NII) and Net Interest Margin (NIM) analytics and analyzing business performance driversExecute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendarsAnalyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial resultsLead additional one-off and repeatable analyses as required by senior managementCommunicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)Support ad hoc projects as necessary

Required qualifications, capabilities, and skills

Bachelor's Degree in Accounting, Finance, Economics, or related fieldAdvanced Microsoft Office skills (Excel & PowerPoint in particular)Experience in the consolidation, review, analysis and presentation of FinancialsExperience with internal financial systemsExceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverablesExcellent oral and written communication and relationship management skillsDetail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure

Preferred qualifications, capabilities, and skills

8+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers preferredPrevious experience in a finance / planning role in banking or financial services strongly preferredSelf-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary