Financial Analysis

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

As a Financial Analysis Associate in our Corporate Sector Financial Planning & Analysis (FP&A) team, you will spend each day supporting Corporate Sector CFOs and their Finance & Business Management teams on financial forecasting, budgeting, reporting, quarterly Earnings, CCAR, Resolution & Recovery, and other strategic priorities. You will partner across the firm to provide financial and strategic analysis, oversee and coordinate budgeting and forecasting, and deliver management reporting. Your role will also involve developing new reporting capabilities, advising line of business CFOs on efficiency improvements, documenting processes, driving automation, re-engineering operating models, and enhancing the controls environment. You will work closely with key stakeholders such as Firmwide P&A, Investor Relations, Controllership, and other Corporate groups, thriving in a fast-paced environment with evolving priorities.

Job responsibilities 

• Work on Performance annual/continual financial planning and month end close activities for Central Team, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, budgeting, trends, and exception reports
• Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
• Partner closely with stakeholders across the broader finance and business management organization to assist in the development of Corporate Sector's consolidated monthly financial forecast and annual budget (P&L and Balance Sheet)
• Own the relationship with key Corporate P&A stakeholders including Firmwide P&A, LOB's, Investor Relations and serve as a primary conduit of business intelligence on behalf of Corporate P&A 
• Assist in the Corporate Sector quarterly earnings submission, including partnering with Regulators, Firmwide P&A, Investor Relations, Controllership and Tax to assess quarterly results, develop a thorough earnings narrative for senior management, and prepare relevant internal materials and external filings
• Prepare and present complex financial analyses in a clear, concise manner using advanced data visualization tools (Tableau Dashboards).
• Drive process improvements, controls and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing.
• Help process improvement and automations to increase operational efficiency

Required qualifications, capabilities and skills 

• Strong technological aptitude, including Excel, PowerPoint, Word and Essbase skills 
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Communication skills - Ability to write and articulate financial results succinctly and efficiently in varying degrees of detail and form depending on the audience
• Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently adjusting priorities
• Sound judgment and independent decision making are required.
• Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Proven track record for executing on special projects / assignments, often with little lead time or information

Preferred qualifications, capabilities and skills

• 3 years of work experience, preferably in Financial Services, and/or accounting/ P&A background 
• CA or MBA degree in Accounting, Finance preferred
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Highly motivated self-starter with excellent time management/prioritization skills
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Advanced Excel skills, including complex formulas, pivot tables, and data analysis functions.
• Expertise in data visualization and dashboarding using Tableau. Data Bricks etc. Technical skills & experience using tools like Alteryx, Data Bricks, Python etc.