Associate Central Planning and Analysis Allocations

Join the Central Planning and Analysis team as part of the Central Allocations team, supporting expense management and allocation processes. You will collaborate with finance partners, business managers, and functional teams to understand financial drivers and analyze trends. This role supports financial planning, forecasting, reporting, and decision support for senior stakeholders across Consumer and Community Banking and Firmwide Finance. You will help deliver actionable insights and improve processes across reporting, planning, and allocations. This is an individual contributor role suited for a highly analytical, motivated finance professional.

Job summary 

As a Financial Analysis in the Central Planning and Analysis organization, you will support the Central Allocations team across expense management, allocation processes, planning, forecasting, reporting, and decision support. You will partner closely with finance and business stakeholders to understand cost drivers, allocation logic, and financial impacts. You will analyze trends and variances, support allocation methodologies, and provide insights to help senior stakeholders make informed decisions. You will contribute to executive-ready reporting and presentations that clearly communicate key financial messages.

Job responsibilities 

• Support the monthly close, forecast, budget, and planning cycles for Central Allocations.
• Prepare, review, and analyze financial reporting, including trends, allocation movements, recoveries, variance analysis, and business commentary.
• Partner with finance and business stakeholders to understand cost drivers, allocation logic, financial impacts, and reporting requirements.
• Perform monthly, quarterly, and yearly variance analysis, identifying key drivers and providing meaningful insights to support management decisions.
• Assist business and finance partners with ad hoc analysis, issue resolution, deep dives, and strategic finance requests.
• Review methodologies, rules, volumes, and financial assumptions to ensure they remain aligned with business needs and Firmwide policies.
• Develop presentations and reporting packs for senior management, clearly explaining trends, risks, opportunities, and key financial messages.
• Use artificial intelligence and related tools to drive process improvements and automation across reporting, planning, and allocations.

Required qualifications, capabilities, and skills 

• MBA, CFA, CPA, or post graduate degree in Finance, Economics, Accounting, Business, or related discipline.
• 4+ years of relevant experience in one or more of the following areas: Financial Planning and Analysis (FP&A), finance support, corporate finance, expense management, financial reporting, or management reporting.
• Strong understanding of financial statements, expense management, budgeting, forecasting, variance analysis, and business performance drivers.
• Strong analytical and problem-solving skills with the ability to interpret large datasets and convert analysis into actionable insights.
• Excellent communication skills, with the ability to explain financial concepts, trends, and variances clearly to finance and non-finance stakeholders.
• Proactive mindset with demonstrated ability to identify opportunities for growth and impact.
• Strong stakeholder management and partnering skills; able to work effectively across teams, functions, and geographies.
• Ability to manage multiple priorities, work independently, and deliver high-quality outputs under tight timelines.
• Ability to challenge existing processes, identify improvement opportunities, and recommend practical solutions.
• Advanced Excel and PowerPoint skills, including complex formulas, financial models, data analysis, and executive-ready presentation.

Preferred qualifications, capabilities, and skills 

• Prior experience in banking, financial services, consulting, or global finance functions.
• Working knowledge of tools such as Alteryx, Tableau, Python, SQL, Essbase, SAP, or other reporting and automation platforms.