- Serve as a liaison between Firm-wide PA, 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 PA, 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
- Self-starter who is able to work in a fast paced, results driven environment
- 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 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 quantitative, analytical, and problem solving skills
- Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
- 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
- At least 3 years of relevant FPA experience, preferably in the financial services industry
- BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
