Financial Analysis - Associate
4 days left
Description
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.
As the Financial Analysis professional in our Corporate, 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 for Indirect Expense Allocation team (Cost reallocation 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
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.
As the Financial Analysis professional in our Corporate, 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 for Indirect Expense Allocation team (Cost reallocation 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. Accurately aligning the costs incurred while providing internal services to intended beneficiaries
- Creating annual budget, periodic forecasting and analysis of variances to the plan. Establishing Budget, Forecast and Actuals of all centers in accordance with different Corporate methodologies.
- Ad hoc analysis of the business and business drivers. Identify opportunities for business improvement and recommend actions across the business
- 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
Required qualifications, capabilities, and skills:
- Self-starter who is able to work in a fast paced, results driven environment
- Post Graduate degree (MBA , CA) in Accounting, Finance or a subject of a technical nature
- 5 - 8 years of work experience, preferably in Financial Services, Budgeting and/or accounting/controller background
- Working knowledge of Alteryx and tableau
- Excellent organizational, management, and both verbal and written communication skills
- Strong quantitative, analytical, and problem solving skills
- Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
Preferred qualifications, capabilities, and skills:
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
- Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
- Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically