Join our dynamic Financial Planning & Analysis team as a Corporate & Investment Bank Associate, where you'll lead the budgeting and forecasting process, driving strategic decisions through insightful profitability analysis. As a key player in our Central Planning & Analysis: Client Profitability team, you'll collaborate with firmwide groups to prepare impactful management reports and presentations, influencing the future direction of our business. Take ownership of end-to-end project implementation, enhancing our internal reporting platform and delivering critical insights to senior management, while ensuring data accuracy and robust governance. Leverage your expertise in upstream and downstream applications to support our lines of business, providing solutions and delivering ad hoc reports that highlight client performance and profitability.

As a Corporate & Investment Bank: Finance & Business Management – Central Planning & Analysis: Client Profitability - Associate within the Financial Planning & Analysis team, you will be primarily responsible for leading and coordinating the budgeting and forecasting process. You will work closely with firmwide groups in each line of business to prepare management reports and presentations. You will also own end-to-end implementation of projects that enhance functionality and reporting, collaborate with LOBs on any issues, and deliver various adhoc reporting for senior management. This role provides an opportunity to leverage your understanding of upstream and downstream applications, and to contribute to strategic decisions through profitability analysis.

Job Responsibilities

Own end to end implementation of projects that enhance functionality and reporting provided by existing internal reporting platform, Wholesale Client Profitability (WCP) by leveraging understanding of upstream and downstream applications to WCP Collaborate with LOBs on any issues and provide support Deliver various adhoc reporting for senior management such as for low performing clients, client attributable and sponsors Support end to end project delivery by understanding the business needs and translating into concrete programs and deliverables.  Prepare and present proforma impact due to proposed changes and ensure that stakeholders understand the change prior to implementation Prepare and present profitability analysis to the front office and other key stakeholders to enable them to take strategic decisions on future direction. Implement appropriate governance & controls around the WCP data to ensure accuracy and adequate business logic documentation 

 

Required qualifications, capabilities, and skills: 

Bachelor's Degree in Accounting, Finance, Economics, or related field Advanced Microsoft Office skills (Excel & PowerPoint in particular) Experience in the consolidation, review, analysis, and presentation of client financials Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables Excellent oral and written communication and relationship management skills Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary 

 Preferred qualifications, capabilities, and skills: 

Previous experience in a finance / planning role in banking or financial services strongly preferred 3+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers preferred QL & Tableau preferred Experience with internal financial systems such as Cognos; Essbase and Paragon