Financial Planning & Analysis primarily responsible for leading and 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 a Financial Planning & Analysis- Associate in Firm-wide P&A, you serve as a liaison 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

Job Responsibilities:

• Produce executive‑ready presentations, analyses, and supporting materials for senior management and other key internal clients; support ad‑hoc special projects and requests as needed.
  Develop, consolidate, and present insightful qualitative and quantitative financial analyses, including annual budgets and monthly/quarterly forecast variance reviews.
  Create, maintain, and review financial models and analytics for both recurring reporting and ad‑hoc decision support.
  Conduct deep‑dive analyses on issues impacting clients, determine root causes, and propose practical, data‑backed solutions.
  Collaborate with partners across P&A, lines of business, and firmwide teams to ensure timely, accurate, and effective delivery of recurring and ad‑hoc initiatives.
  Build and maintain strong relationships with key stakeholders—including firmwide, Functional Finance, and line‑of‑business teams—to drive alignment and execution.

Required qualifications, skills, and/or capabilities

• Self-starter who thrives in fast-paced, results-driven environments and stays composed amid frequently changing priorities.
• 3+ years of relevant FP&A experience within the financial services industry.
• Sound judgment, professional maturity, integrity, and strong work ethic; proactive and results-oriented; detail-oriented and able to manage multiple tasks/projects under pressure.
• Excellent organizational and management skills with strong verbal and written communication; able to comprehend and clearly communicate complex concepts.
• Strong quantitative, analytical, and problem-solving abilities.
• Technical proficiency in Excel, PowerPoint, Essbase, and Visual Basic/VBA (including macros).
• Able to navigate multiple data sets and synthesize insights into cohesive presentations and recommendations; team-oriented, inquisitive, critical thinker who anticipates stakeholder questions, builds strong partnerships, learns quickly, remains flexible, and thinks strategically

Professional qualifications

• Preferred qualifications are CA, CFA, CPA, MBA or BA/BS in Finance, Economics, Accounting