Planning and Analysis - Associate

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

As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.

Job Responsibilities

• Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to provide impactful reporting, planning, and insightful analyses.
• Produce presentations, analyses, and supporting materials for key internal clients, including senior management; participate in and support ad-hoc special projects and requests as needed.
• Develop, consolidate, and present insightful and robust qualitative and quantitative financial analyses, including annual budgets 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 clients to determine root causes 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
• BA/BS in Finance, Economics, Accounting . Minimum 3 years of relevant FP&A experience, 
• Technical Proficiency: Strong skills in Alteryx and Tableau to drive process automation. Experience in automating financial processes or data workflows is highly desirable.
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
• Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
• 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
• 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

Preferred qualifications, capabilities, and skills:

• CFA, CPA, MBA a plus
• Experience preferably in the financial services industry