Global Banking Planning and Analysis Senior Associate

Join Global Banking Planning & Analysis and help improve the accuracy and integrity of client profitability insights. As a Senior Associate, you will lead critical close and reporting activities, deliver actionable analytics, and partner with stakeholders across global teams. You’ll work in a fast-paced environment where strong controls, clear communication, and continuous improvement matter. We value professionals who take ownership and deliver high-quality results.

As a Senior Associate in Global Banking P&A, you will be instrumental in elevating client profitability data accuracy/ integrity. You will deliver actionable insights, oversee month-end close, and drive collaboration across global teams—upholding rigorous standards of accuracy and data integrity while fostering accountability and continuous improvement.

Job responsibilities:

• Lead and coordinate the month-end close process for client profitability
• Ensure accuracy, timeliness, and compliance in financial reconciliations and reporting
• Prepare, review, and present monthly financial results and variance analysis
• Present key performance indicators and profitability trends to senior management
• Develop and deliver analytics to support business decisions
• Identify and implement opportunities for process improvement
• Maintain high standards of data integrity and accuracy
• Demonstrate robust risk management and adherence to policies
• Foster a culture of accountability across the team
• Serve as a key point of contact for business partners and senior leadership
• Champion collaboration and teamwork across global teams

Required qualifications, capabilities, and skills:

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 7+ years of experience in financial analysis, reporting, or business finance
• Advanced understanding of month-end close processes, financial controls, and profitability analysis
• Exceptional attention to detail and commitment to accuracy
• Advanced analytical skills with proficiency in Excel, PowerPoint, and financial systems
• Technical skills in Python, SQL, Databricks, and Alteryx
• Excellent communication and interpersonal skills
• Ability to influence and collaborate across all levels of the organization
• Proven record of process improvements
• Experience delivering results in a fast-paced environment

Preferred qualifications, capabilities, and skills:

• MBA or CPA
• Experience in a large financial institution
• Python/ SQL knowledge required
• Proven track record of process improvements and delivering results in a fast-paced environment