You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. You will lead and coordinate the budgeting and forecasting process, including short- and long-term projections of earnings and capital across various economic scenarios. You will collaborate closely with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
Job responsibilities
- Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance drivers
- Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
- Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results
- Lead additional one-off and repeatable analyses as required by senior management
- Communicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)
- Support ad hoc projects as necessary
Required qualifications, capabilities, and skills
- Bachelor's Degree in Accounting, Finance, Economics, or related field
- Advanced Microsoft Office skills (Excel & PowerPoint in particular)
- Experience in the consolidation, review, analysis and presentation of Financials
- Experience with internal financial systems
- Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
- Excellent oral and written communication and relationship management skills
- Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
Preferred qualifications, capabilities, and skills
- 8+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers preferred
- Previous experience in a finance / planning role in banking or financial services strongly preferred
- Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary
