Join our Global Finance & Business Management team as a Senior Associate in Financial Planning & Analysis, where you'll lead critical budgeting and forecasting processes and present your insights to top-level executives. Be part of a dynamic environment, collaborating with diverse teams across the firm to deliver impactful reporting and strategic analyses. This role empowers you to develop and present comprehensive financial analyses, maintain sophisticated financial models, and conduct in-depth investigations into key business issues. You'll work closely with business partners to ensure timely and accurate delivery of initiatives, fostering strong relationships with key stakeholders. Elevate your career by driving financial excellence and making a tangible impact on our global operations.

As a Senior Associate - Financial Planning & Analysis in our Global Finance & Business Management team, you will have the opportunity to lead budgeting and forecasting processes, prepare management reports, and present to the Operating Committee and Board of Directors. You will be part of a dynamic team, working closely with firmwide groups across various lines of business, providing impactful reporting, planning, and insightful analyses. This role offers a chance to develop, consolidate, and present robust financial analysis, maintain financial models, and conduct deep dive analyses on key issues. You will collaborate with business partners across the firm to ensure the timely, accurate, and effective delivery of initiatives. This role is a great opportunity to build and maintain strong relationships with key business stakeholders.

 

Job Responsibilities

Liaise between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses Managing presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, 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 client to determine root cause 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 

BA/BS in Finance, Economics, Accounting (CFA, CPA/ MBA) At least 4 years of relevant FP&A experience in the financial services industry Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously.  Excellent organizational, management, and both verbal and written communication skills Strong quantitative, analytical, and problem solving skills, 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 individual 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