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

As a Financial Planning & Analysis (FP&A) Associate in our Corporate Sector FP&A team, you will spend each day supporting base forecasting, budgeting, and consolidation of financials for our Corporate Sector Central Team. You will be responsible for partnering with Corporate Sector CFOs and their Finance & Business Management teams to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Your role will include financial control, forecasting and budgeting, consolidation and firmwide submission of P&L, balance sheet, RWA, and legal entity financials, as well as analysis of financial and business metrics. You will deliver weekly, monthly, and quarterly management reporting, develop new reporting capabilities such as dashboards, and advise line of business CFOs on increasing profitability and efficiencies. You will also collaborate closely with central teams, Firmwide P&A, Controllers, Control Management, and other Corporate Functions to support strategic priorities and ad-hoc analysis.

Job responsibilities

• Consolidate and analyze all corporate financials for the Firmwide team, including reporting and data management.
• Manage forecasting and budgeting for centrally managed processes such as intercompany (IC), balance sheet (B/S), risk-weighted assets (RWA), foreign exchange (FX), and finance-aligned functions.
• Oversee regulatory management, including earnings reporting to Investor Relations (IR) and SEC teams.
• Serve as a liaison between Firmwide 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.
• Develop, consolidate, and present robust qualitative and quantitative financial analysis, including annual budgets and quarterly/monthly forecast variances.
• Perform variance analysis to understand key drivers of results and present commentary to senior managers, explaining changes from prior forecasts and budgets.
• Design new reports and dashboards to efficiently deliver financial results to senior management.
• Champion process improvements and automation initiatives to optimize workflows and models, increasing operational efficiency.
• 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 Firmwide, Functional Finance, and lines of business teams. Prepare and present complex financial analysis in a clear, concise manner using advanced data visualization tools such as Tableau and Databricks dashboards.

Required qualifications, capabilities and skills

• 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 priorities
• Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment and high quality under tight deadlines
• 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

• 3 years of work experience, preferably in Financial Services, and/or accounting/ P&A background
• BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Highly motivated self-starter with excellent time management/prioritization skills
• Experience in the financial services industry
• Familiarity with using tools like Anaplan XL, Alteryx, Data Bricks, data visualization and dashboarding tools etc.