As a Financial Planning & Analysis (FP&A;) Associate, you are primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A; operates in close cooperation 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
Serve as a liaison between Firm-wide P&A;, 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 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
Preferred qualifications, capabilities, and/or skills:
CFA, CPA, MBA a plus
At least 3 years of relevant FP&A; experience, preferably in the financial services industry
Required qualifications, capabilities and skills
Self-starter who is able to work in a quick paced, results driven workplace
Sound judgment, qualified maturity and personal integrity, solid work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must b