Financial Analysis - Associate

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 Sector, you will spend each day defining, refining and delivering set goals for our firm

The Corporate Sector Planning & Analysis (P&A) team supports and partners with Corporate Sector CFOs and their F&BM teams on financial forecasting, budgeting, reporting and other ad-hoc analysis and strategic priorities. The team also provides support for Firmwide P&A, Investor Relations, Regulatory & Capital Management, Resolution & Recovery, and other Corporate groups. Corporate P&A consists of ~60 people, with locations in Jersey City, Plano, and Mumbai.

You will support the Corporate Central Analytics & Reporting Team across a broad range of key Corporate P&A priorities including, P&L and Balance Sheet forecasting and budgeting, the quarterly earnings process, and relationship management of critical Corporate P&A stakeholders (e.g. Firmwide P&A, Investor Relations, Controllership, etc)

Job Responsibilities

• Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics. Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management. Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets. Proactively partner closely with stakeholders across the broader finance and business management organization to assist in the development of Corporate Sector’s consolidated monthly financial forecast and annual budget (P&L and Balance Sheet)
• Own the relationship with key Corporate P&A stakeholders including Firmwide P&A and Investor Relations, and serve as a primary conduit of business intelligence on behalf of Corporate P&A
• Assist in the Corporate Sector quarterly earnings submission, including partnering with Regulators, Firmwide P&A, Investor Relations, Controllership and Tax to assess quarterly results, develop a thorough earnings narrative for senior management, and prepare relevant internal materials and external filings. Construct ad-hoc financial models and analytics to support critical Corporate Sector priorities and enable thoughtful senior management decision making
• Build and maintain relationships with peers across Corporate P&A to develop broad insight of the businesses across Corporate Sector and ensure firmwide priorities and targets are implemented uniformly across the segment. Helping design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities, and skills:

• Self-starter who is able to work in a fast paced, results driven environment
• BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus), Bachelor’s degree in Accounting, Finance or a subject of a technical nature
• 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background
• Strong technological aptitude, including Excel, PowerPoint, Word and Essbase skills.
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Communication skills - Ability to write and articulate financial results succinctly and efficiently in varying degrees of detail and form depending on the audience
• Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently adjusting priorities

Preferred qualifications, capabilities, and skills:

• Sound judgment and independent decision making are required. Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
• Proficiency with data mining/gathering and manipulation of data sets. Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Proven track record for executing on special projects / assignments, often with little lead time or information. Highly motivated and able to thrive and think clearly under pressure and tight deadlines