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

As an Associate in Financial Planning & Analysis within the Corporate and Investment Bank Central Planning & Analysis team, you will lead and coordinate the budgeting and forecasting process, manage financial submissions, and collaborate with business partners to deliver impactful reporting and insightful analyses. You will have the opportunity to work in a fast-paced environment, utilizing your strong analytical skills and building relationships with key stakeholders across the firm.

 

Job Responsibilities:

Own the Commercial & Investment Bank’s Forecast and Budget Financial Submissions to Corporate, including managing timelines, systems, controls, and variance analysis.Own the Commercial & Investment Bank’s non-USD FX exposure submissions to Corporate, including managing timelines, systems, controls, and variance analysis.Own the Commercial & Investment Bank’s Headcount Location Planning submissions to Corporate, including managing timelines, systems, controls, and variance analysis.Investigate trend and control breaks, and resolve issues in a timely manner.Learn, test, and adopt new systems and tools (e.g., Anaplan, Excel, Databricks) as part of the Finance transformation agenda.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, analysis, and supporting materials for key internal clients, including senior management; participate in and support ad-hoc special projects and requests as needed.Collaborate with business partners across P&A, 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, including firm-wide, Functional Finance, and lines of business teams.

 

Required qualifications, capabilities, and skills 

The candidate must be a self-starter who is able to work in a fast paced, results driven environmentBA/BS in Finance, Economics, Accounting 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 prioritiesThe ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environmentExcellent organizational, management, and both verbal and written communication skillsStrong quantitative, analytical, and problem solving skillsStrong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macrosAbility to navigate multiple data sets and synthesize into cohesive presentation and recommendationsDetail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneouslyTeam oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior managementAbility 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)At least 6 years of relevant FP&A experience, preferably in the financial services industry