Our Planning and Analysis team is responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. Financial Planning and Analysis is 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. Financial Planning and Analysis 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. In this role, you will deliver recurring month-end outputs and provide transparent analysis and insights to support leadership decision-making.
Job summary
As a Financial Analysis qualified within Technology Planning and Analysis, you will prepare and publish recurring management reporting and analysis and coordinate month-end deliverables. You will analyze results versus plan and forecast, validate data with stakeholders, and finalize reporting commentary. You will support expense close processes,
risks and opportunities tracking, vendor spend governance, and allocation reporting and methodology documentation. You will execute budgeting and forecasting activities, including headcount and expense forecasting and recurring planning system loads and reconciliations. You will also support business case reviews and maintain a monthly productivity dashboard and related leadership materials.
Job responsibilities
• Prepare and publish Monthly Business Review and Executive Management Review packs, including variance analysis versus plan, forecast, and prior period
• Validate results and finalize commentary by partnering with stakeholders and resolving data questions
• Produce month-end headcount reporting across business lines, functions, and locations, including reconciliations between source systems and finance reporting views
• Explain headcount movements, including joiners, leavers, transfers,