Join Global Finance & Business Management to shape Asset & Wealth Management Technology financial outcomes through insight-led planning and analysis. You will influence decisions by delivering executive-ready reporting, forecasting, and allocation transparency. This role offers high visibility, cross-firm partnership, and opportunities to modernize analytics through automation.
As an Associate within Financial Planning & Analysis supporting the Asset & Wealth Management Technology line of business, you will lead budgeting, forecasting, and management reporting to deliver clear insights on expense performance and key business promoters. You will partner across the firm to produce high-quality analysis, executive presentations, and robust governance of technology allocations and related inquiries. You will champion process improvement and automation to streamline cycle times while preserving strong controls, data integrity, and stakeholder confidence.
Job Responsibilities
- Deliver accurate and timely financials across reports and business reviews, explaining results and variances based on business drivers.
- Develop and present robust analysis covering annual budget, quarterly/monthly forecasts, and variance drivers.
- Coordinate expense, headcount, and allocation planning as part of the annual planning cycle and load budgets into financial systems.
- Manage technology allocation processes by understanding business drivers, validating accuracy, and resolving stakeholder queries on variances.
- Prepare executive presentations, analyses, and supporting materials for senior management and key internal clients.
- Perform ad-hoc analysis by working with large datasets and translating results into meaningful insights.
- Drive process improvement initiatives to enhance reporting, reduce cycle times, and improve efficiency.
- Build forecasting and allocation models to improve accuracy, transparency, and decision support.
- Partner with key stakeholders to build strong relationships and deliver aligned outcomes.
- Own financial data quality and escalate issues proactively with clear remediation actions.
- Adapt to changing business requirements and incorporate updates across recurring reporting and analytics deliverables.
Required Qualifications, Capabilities, and Skills
- Hold a CA or MBA (Finance) qualification.
- Bring 7+ years of FP&A experience, ideally within financial services.
- Demonstrate advanced Excel and PowerPoint capabilities for analysis and executive storytelling.
- Apply strong quantitative, analytical, and problem-solving skills with sound judgment.
- Communicate complex concepts clearly to diverse stakeholders and maintain composure in senior forums.
- Execute accurately under pressure while managing multiple priorities and tight deadlines.
- Handle sensitive and confidential information with integrity and professionalism.
Preferred Qualifications, Capabilities, and Skills
- Leverage experience with Hyperion Essbase and/or MS Access for reporting and analysis.
- Utilize Tableau, Python, and/or Alteryx to enhance analytics, automation, and visualization.
- Synthesize multiple datasets into cohesive narratives, recommendations, and executive materials.
- Demonstrate intellectual curiosity and proactively anticipate stakeholder questions.
- Operate effectively in a fast-paced, results-driven environment with changing priorities.
- Build strong partnerships across finance and business teams and learn new processes quickly.
- Drive automation and efficiency improvements that streamline planning and reporting cycles.
