Planning and Analysis
2 weeks ago
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.
**Responsibilities**:
- 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, analyses, 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 insightful and robust qualitative and quantitative financial analyses, including annual budgets 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 clients to determine root causes and propose solutions.
- Collaborate with business partners across P&A, lines of business, and the firm to ensure the timely, accurate, and effective delivery of recurring and ad-hoc initiatives.
- Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance, and lines of business teams.
**Required qualifications, capabilities, and skills**:
- Self-starter who is able to work in a fast paced, results driven environment
- BA/BS in Finance, Economics, Accounting. Minimum 3 years of relevant FP&A experience,
- Technical Proficiency: Strong skills in Alteryx and Tableau to drive process automation. Experience in automating financial processes or data workflows is highly desirable.
- Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
- Excellent organizational, management, and both verbal and written communication skills
- Strong quantitative, analytical, and problem solving skills. Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
- Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
- Ability 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
- Experience preferably in the financial services industry
-
Financial Planning
2 weeks ago
Mumbai, Maharashtra, India Citigroup Full timeThe Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel...
-
Financial Planning
2 weeks ago
Mumbai, Maharashtra, India Citi Full timeThe Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel...
-
Planning & Analysis - Associate
2 weeks ago
Mumbai, Maharashtra, India JPMorganChase Full timeYou are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Planning & Analysis Associate 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 firm to provide financial and strategic analysis,...
-
Planning and Analysis- Associate
2 weeks ago
Mumbai, Maharashtra, India JPMorganChase Full timeYou are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team. As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. Financial Planning & Analysis (FP&A) is primarily responsible for...
-
Planning & Analysis - Associate
2 weeks ago
Mumbai, Maharashtra, India JPMorganChase Full time**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Planning & Analysis Associate 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 firm to provide financial and...
-
Financial Planning and Analysis
2 weeks ago
Andheri, Mumbai, Maharashtra, India Concept Management Full timeHi, Position - Financial planning and analysis Manager/ AM Qualification - CA (Post Graduate) Expireance - 8 to 12 Year Package - 15 LPA to 25 LPA Location - Andheri East Mumbai Industry - Banking, Finance Job Description _ - Own the development and communication of the plan and forecast, financial reporting, operational analysis and executive...
-
Financial Planning
2 weeks ago
Mumbai, Maharashtra, India Citi Full timeThe Financial Planning and Analysis Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...
-
Planning and Analysis- Associate
1 week ago
Mumbai, Maharashtra, India JPMorganChase Full time**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team. As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. Financial Planning & Analysis (FP&A) is...
-
Financial Planning
1 week ago
Mumbai, Maharashtra, India Citi Full timeThe Financial Planning and Analysis AVP is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of...
-
Financial Planning
2 weeks ago
Mumbai, Maharashtra, India Citi Full timeThe Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the...
