Finance & Business Management - Planning & Analysis-Associate

Job Description

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

As a Financial Analyst in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for partnering across the organization to provide financial and strategic analysis, oversee budgeting and forecasting, and support financial planning and analysis activities.

You will analyze, prepare, and reconcile accounting and technical data, as well as generate reports with a focus on streamlining processes and minimizing cycle times through automation and process improvement. You will help develop recommendations to enhance business procedures and operations, maintain financial and reporting systems, and assist with special projects or components of other initiatives as needed.

Job responsibilities

- Manage annual and ongoing financial planning activities for Payment's product areas, providing business rationale and supporting decision-making for month-end financial performance, forecasting, and budgeting.
- 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.
- Develop, consolidate, and present qualitative and quantitative financial analysis, including annual budgets and quarterly/monthly forecast variances, leveraging advanced analytics and visualization tools.
- Report on and monitor key metrics, drive data quality initiatives, and help define future needs of the product area, including identifying opportunities for automation and digital transformation.
- Design and enhance reports and dashboards to efficiently deliver financial results to senior management, streamline processes, and strengthen controls.
- Create, maintain, and review financial models and analyses (both recurring and ad-hoc), ensuring accuracy, transparency, and compliance with firm policies.
- Perform variance analysis to understand key drivers of results, present commentary to senior managers, and explain changes from prior forecasts and budgets.
- Collaborate with business partners across Product Controller, Business Management, and other support partners to ensure timely, accurate, and effective delivery of recurring and ad-hoc initiatives.
- Support firmwide initiatives, including diversity, equity & inclusion, and contribute to a culture of collaboration, innovation, and excellence.

Required qualifications, capabilities, and skills

- Bachelor's degree in Finance, Economics, Accounting, or a technical field
- Advanced proficiency in Excel and PowerPoint
- Strong technical skills in Alteryx for dashboard development and process automation (required)
- Experience with data mining and manipulation of large data sets familiarity with Essbase, Visual Basic, and macros
- Strong analytical, problem-solving, and communication skills

Preferred qualifications, capabilities, and skills

- Minimum 6 years of relevant FP&A experience, preferably in financial services
- Knowledge of Python and BI tools (e.g., Tableau, Power BI) is preferred
- Ability to create clear presentations with strong storytelling to convey insights and recommendations
- Self-starter who thrives in a fast-paced, dynamic environment and can manage multiple priorities