You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Planning & Analysis Associate in our Corporate Sector FP&A team, you will spend each day partnering with Corporate Sector CFOs and Finance & Business Management teams to support financial forecasting, budgeting, reporting, and strategic initiatives. You will play a key role in executing CCAR stress testing forecasts, preparing presentations, and managing complex projects. Your work will involve close collaboration with central teams, Controllers, Control Management, and other Corporate Functions, helping to deliver critical insights and drive firmwide priorities.
Job responsibilities
- Collaborate with cross-functional teams including Controllers, Firmwide Planning & Analysis, Tax and HR Finance to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda
- Drive financial planning and analysis (FP&A) activities, leveraging advanced analytical techniques and complex financial models to support stress testing, forecasting, and scenario analysis for CCAR and Quarterly Risk Appetite initiatives.
- Develop, refine, and execute sophisticated forecasting models to assess financial performance under various stress scenarios, ensuring accuracy and compliance with regulatory requirements.
- Prepare comprehensive presentations and analytical reports for senior management.
- Drive ad-hoc financial analysis and support special projects, applying quantitative and qualitative methods to address emerging business needs.
- Provide timely, data-driven updates and escalate analytical findings or issues to relevant stakeholders as appropriate.
- Enhance financial controls and risk management processes by developing, organizing, and maintaining robust documentation of modeling methodologies and analytical procedures.
- Champion process improvements and automation initiatives to optimize workflows and models and increase operational efficiency
- Prepare and present complex financial analysis in a clear, concise manner using advanced data visualization tools (Tableau/ Data bricks Dashboards) will be an added advantage.
Required qualifications, capabilities and skills
- Strong proficiency in financial analysis, forecasting, and scenario modeling, with experience using financial models and analytical tools.
- Proficiency with data mining/gathering and manipulation of data sets
- Advanced Excel skills , Essbase, PowerPoint
- Excellent analytical, problem-solving, and quantitative skills, with the ability to interpret and communicate complex financial data.
- Proven ability to collaborate across functions, partner, mentor, and influence others
- Detail-oriented with a focus on accuracy, controls, and documentation.
- Ability to manage multiple priorities and deliver high-quality results under tight deadlines.
Preferred qualifications, capabilities and skills
- CA or MBA degree in Accounting, Finance preferred
- 3 years of work experience, preferably in Financial Services, and/or accounting/ P&A background/External reporting
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Highly motivated self-starter with excellent time management/prioritization skills
- Experience in the financial services industry, CCAR and stress testing
- Familiarity with using tools like Anaplan XL, Alteryx, Data Bricks, data visualization and dashboarding tools etc.
