Financial Analysis - Associate

You are a strategic thinker passionate about driving solutions in Financial Analysis.You have found the right team.

As a Financial Analysis Professionalin ourFinanceteam you will spend each day defining, refining and delivering set goals for our firm.

Financial Planning & Analysis (FP&A) 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. 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

• Ensure that reports are insightful and contain commentary on key movements and watch items. Proactively look for trends and drivers and provide analytical inputs to customers
• 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 pricing strategy presentations, recommendations, impact of price change, 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 margin analysis along with recommendations
• 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

Required qualifications, capabilities, and skills

• CA/ MBA (Finance) (or similar educational background) with 7+ years of post-qualification relevant experience in banking industry
• Self-starter who is able to work in a fast paced, results driven environment
• Strong analytical skills
• Mortgage Banking experience
• Excellent communication and partnering skills
• Ability to multi-task and work autonomously within team environment
• Ability to research issues/problems and provide a 'solution-based' approach
• Adaptable to change and ambiguity in the work environment
• Expert knowledge of Excel (i.e. use of pivot tables, macros, arrays, etc), MS Access

Skills: Financial Planning, Analysis, mortgage banking, Ms Access, Excel, Analytical Skills, Budgeting, Forecasting

Experience: 7.00-9.00 Years