You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Planning and Analysis professional in the Financial Analysis team, you will lead and coordinate budgeting and forecasting processes, including short- and long-term projections of earnings and capital across varying economic scenarios.
Job responsibilities
Serve as a liaison between firmwide planning and analysis, lines of business, functional finance teams and other support teams 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 qualitative and quantitative financial analysis including annual budget and 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 the client to determine root cause and propose solutions
Collaborate with business partners across planning and analysis, lines of business and the firm to ensure timely, accurate and effective delivery of recurring and ad-hoc initiatives
Build and maintain strong relationships with key business stakeholders across firmwide, functional finance and lines of business teams
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Required qualifications, capabilities, and skills
Demonstrate a self-starter mindset and ability to work in a fast-paced, results-driven environment
Hold a BA/BS in Finance, Economics, or Accounting
Exercise sound judgment, professional maturity and personal integrity; demonstrate strong work ethic and a proactive, results-oriented approach
Manage multiple tasks simultaneously and remain comfortable with frequently changing priorities
Comprehend and clearly communicate complex concepts while maintaining composure in a dynamic environment
Demonstrate excellent organizational, management, verbal and written communication skills
Apply strong quantitative, analytical and problem-solving skills
Use strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic, and macros
Navigate multiple data sets and synthesize information into cohesive presentations and recommendations
Maintain strong attention to detail and perform well under pressure while handling multiple projects and initiatives simultaneously; work collaboratively as a team-oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
Preferred qualifications, capabilities, and skills
CFA, CPA, or MBA
Have at least 3 years of relevant financial planning and analysis experience (financial services industry experience preferred)
