Join our dynamic Payments Planning and Analysis team as an Associate, where you'll be at the heart of driving financial success for our global Payments business. In this pivotal role, you'll coordinate budgeting and forecasting processes, producing insightful reports that shape our Payments Strategy. Collaborate with diverse teams to support revenue realization and expense management, directly influencing our global leadership across Payments products. Your contributions will be crucial in tracking revenue goals and managing expense budgets. Be part of a team that leads the financial strategy, adapting to economic scenarios and delivering impactful analyses.

As an Associate in Payments Planning and Analysis, you'll play a pivotal role in promoting the financial success of our Payments business through coordinating budgeting, forecasting processes, and producing insightful reports. You'll collaborate with various teams to support revenue realization and expense management, directly influencing our global Payments Strategy.

The Financial Planning & Analysis (FP&A) team is at the forefront of our financial strategy, leading and coordinating the budgeting and forecasting processes. This includes projecting earnings over both short- and long-term horizons, adapting to varying economic scenarios. In this role, you will be part of the Central P&A team within the Payments business. 

Job Responsibilities

Produce high-quality presentations, analyses, and supporting materials for key internal clients, including senior management. Support and participate in ad-hoc special projects and requests as needed. Conduct in-depth analyses on key issues impacting the business. Develop, consolidate, and present comprehensive qualitative and quantitative financial analyses, including annual budgets and quarterly/monthly forecast variances. Build and maintain strong relationships with key business stakeholders, including firm-wide, Functional Finance, and lines of business teams. Act as a key liaison between Firm-wide Planning & Analysis (P&A), lines of business, Functional Finance teams, and other support teams to deliver impactful reporting, planning, and insightful analyses. Work closely with business partners across P&A, Business Management, Product Control and lines of business, and the firm to ensure timely, accurate, and effective delivery of recurring and ad-hoc initiatives.

Required Qualifications, Capabilities, and Skills:

At least 4 years of relevant FP&A experience and a BA/BS in Finance, Economics, or Accounting Must be a proactive self-starter capable of thriving in a fast-paced, results-driven environment. Ability to build strong partnerships with colleagues, with a desire to learn quickly, be flexible, and think strategically. Experience with client-level analysis and reporting. Demonstrates sound judgment, professional maturity, personal integrity, and a strong work ethic. Must be proactive, results-oriented, and able to manage multiple tasks simultaneously, with comfort in frequently changing priorities. Ability to comprehend and clearly communicate complex concepts while maintaining composure in a fast-paced, dynamic environment. Excellent organizational, management, and both verbal and written communication skills. Strong quantitative, analytical, and problem-solving skills. Proficiency in Excel and PowerPoint is essential. Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations. Detail-oriented individual capable of working well under pressure, handling multiple projects and initiatives simultaneously. Team-oriented, inquisitive, and a critical thinker who anticipates questions from internal clients and senior management.

Preferred Qualifications, Capabilities, and Skills:

Experience preferably in the financial services industry. CFA, CPA, MBA a plus Prior experience with key financial tools preferred (Essbase, IBM Planning Analytics, etc).

NOTE: This position is not eligible for sponsorship