Description
You are a strategic thinker passionate about enabling strong financial decision-making through disciplined planning, forecasting, and management reporting. You have found the right team.
As an Associate in Planning and Analysis within Financial Planning & Analysis (FP&A;), you will spend each day coordinating the budgeting and forecasting process and delivering management reports and presentations for Senior Management. You will be responsible for supporting short- and long-term projections of earnings and capital across varying economic scenarios, partnering closely with firmwide groups across each line of business.
Our FP&A; teams are responsible for a wide range of activities including leading budgeting and forecasting cycles, developing scenario-based earnings and capital outlooks, and producing management reporting and presentations that support Senior Management decision-making.
Job Responsibilities
- Serve as a liaison between Line of Business P&A;, 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 robust relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams