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'll coordinate budgeting, forecasting, and prepare management reports and presentations.

Financial Planning & Analysis (FP&A) is primarily responsible for coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

As an Associate in Payments Planning and Analysis, you will play a pivotal role in driving the financial success of our Payments business. Your primary responsibilities will include coordinating the budgeting and forecasting processes, ensuring alignment with our strategic goals. You will also be responsible for producing insightful management reports and compelling presentations tailored for the Sales and Marketing teams. This role places you at the heart of our financial operations, where you will collaborate with cross-functional teams to support revenue realization and expense management.

Job responsibilities

• Conduct Deep Dive Analyses: Perform in-depth analyses on critical issues affecting clients or Sales and Marketing management to identify root causes and propose effective solutions.
• Develop Financial Analysis: Create, consolidate, and present detailed qualitative and quantitative financial analyses, including annual budgets and quarterly/monthly forecast variances.
• Analyze and Present: Generate high-quality presentations and analyses for senior management and key internal clients. Support special projects and ad-hoc requests as needed.
• Build Relationships: Establish and maintain strong connections with key business stakeholders, including firm-wide, Functional Finance, and business teams.
• Act as Liaison: Serve as a primary liaison between Firm-wide Planning & Analysis (P&A), business lines, Functional Finance, and support teams to deliver impactful reporting, planning, and analyses.
• Collaborate: Partner with P&A, Business Management, Product Control, business lines, and the firm to ensure timely, accurate, and effective delivery of recurring and ad-hoc initiatives.

Required qualifications, capabilities and skills

• MBA/ CFA / CPA in Finance, Economics, Accounting
• Strong technical and analytical skills, including Excel, PowerPoint, Alteryx, Visual Basic and macros
• Possesses good communication skills, able to comprehend and articulate complex concepts clearly while maintaining composure in fast-paced, dynamic environments.
• Demonstrates strong partnership-building skills, a quick learning ability, flexibility, and strategic thinking. Exhibits sound judgment, maturity, integrity, and a strong work ethic, managing multiple tasks proactively and effectively.
• Strong quantitative, analytical, and problem-solving skills, detail-oriented, and adept at working under pressure, handling multiple projects and initiatives simultaneously

Preferred qualifications, capabilities, and skills

• At least 3 years of relevant FP&A experience, preferably in the financial services industry