As an Associate in FP&A, Promote budgeting and forecasting while coordinating management reports and presentations as an Associate in Planning and Analysis.

Job Summary

As an Associate in Financial Planning & Analysis (FP&A), you will lead and coordinate the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios.

Job Responsibilities

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

Preferred Qualifications

BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
At least 8 years of relevant FP&A experience, preferably in the financial services industry

Required qualifications, capabilities, and skills

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 technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
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

Financial Planning & Analysis- Associate

Financial Planning & Analysis- Associate