You are a strategic thinker passionate about driving solutions in financial analysis.You have found the right team.
As an Associate in Corporate Sector FP&A supporting the CAO CFO organization, you will own and coordinate core management reporting and planning deliverables across full P&L, expense, and headcount. You will lead consolidation, variance analysis, and driver-based insights, and produce senior-ready materials used to inform business decisions. You will partner closely with CAO Finance & Business Management, Controllers, and firmwide planning teams to ensure timely, accurate submissions and continuous process improvement leveraging Essbase and AnaplanXL.
Job Responsibilities
- Be responsible for budgeting, forecasting and reporting of monthly & budget financials
- Develop and presentdriver-basedqualitative and quantitative analysis (run-rate, trend, initiative impacts, HC movements, and key assumptions)
- Serve as a liaison between Firm-wide P&A, business managers andFunctional Finance teams and other support teams 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
- Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets
- Champion process improvements and automation initiatives to optimize workflows and models and increase operational efficiency
- 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
- Strong financial acumen acrossP&L, expense, and headcount planning, including variance analysis and forecasting
- Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros ability to synthesize multiple data sets into an executive-ready story
- Strong stakeholder management skills able to operate under tight deadlines and changing priorities with high attention to detail
- Sound 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 priorities
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- 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
Preferred qualifications, capabilities, and skills
- B. Com/BA/BS in Finance, Economics, Accounting(MBA is a plus)
- 3+ years of relevant FP&A / planning / management reporting experience (financial services preferred)
- Excellent MS Office skills †Excel and PowerPoint. Knowledge of AnaplanXL will be a plus (please highlight in CV)
- Experience improving planning/reporting processes or implementing new templates/models
