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

 As a Financial Associate in our FP&A team, you will spend each day leading and coordinating the budgeting and forecasting process, including projecting earnings and capital over various economic scenarios. As a Financial Planning & Analysis Associate in our FP&A team, you will work closely with firmwide groups in each line of business 

Job responsibilities 

Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to provide impactful reporting, planning, and insightful analyses.

Accurately align the costs incurred while providing internal services to intended beneficiaries.

Create annual budgets, periodic forecasts, and analyze variances to the plan.

Establish Budget, Forecast, and Actuals for all centers in accordance with different Corporate methodologies.

Conduct ad hoc analysis of the business and business drivers, identifying opportunities for improvement and recommending actions across the business, Audit (internal and external), and tax teams.

Produce presentations, analysis, and supporting materials for key internal clients, including senior management; participate in and support ad-hoc special projects and requests as needed.

Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis, including annual budgets and 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 clients to determine root causes 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

The candidate must be a self-starter who is able to work in a fast paced, results driven environmentWorking knowledge of  Alteryx and tableau along with expertise on Excel, PowerPoint, Essbase and macrosSound 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 prioritiesThe ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environmentExcellent organizational, management, and both verbal and written communication skillsStrong quantitative, analytical, and problem solving skillsStrong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macrosAbility to navigate multiple data sets and synthesize into cohesive presentation and recommendations

Preferred qualifications, capabilities, and skills

At least 6+ years of relevant FP&A experience, preferably in the financial services industryBA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneouslyTeam oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior managementAbility to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically