Financial Analysis Associate

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

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)