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

As an Associate in Financial Planning and Analysis within the Asset & Wealth Management team, you will be responsible for partnering across the firm to provide financial and strategic analysis. You will have the opportunity to coordinate budgeting and forecasting, develop new reporting capabilities, and advise on how to increase profitability and efficiencies. This role provides a unique opportunity to contribute to our team's success while enhancing your skills in financial analysis.

Job Responsibilities:

Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reportsEfficienctly reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analyticsCreating financial business cases supporting business initiativesReporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product areaDeveloping and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior managementPerforming variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgetsHelping design new reports and dashboards to efficiently deliver the financial results to senior managementEnhancing controls and streamlining processes, introducing automation where possibleManaging Regulatory reporting – QC for CCAR, Lead bank reporting and International reporting

Required qualifications, capabilities, and skills:

Minimum of CA or an MBA in Finance is required5+ years of work experience, preferably in Financial Services, and/or accounting/controller background Experience in creating Tableau dashboards, Python and Alteryx is a mustStrong quantitative, analytical, and problem solving skillsPositive attitude and demonstrate intellectual curiosityExcellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple 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 prioritiesHighly motivated and able to thrive and think clearly under pressure and tight deadlines.Integrity in handling highly sensitive and confidential information.Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendationsDetail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneouslyTeam oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior managementAbility to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred qualifications, capabilities, and skills:

Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and Access.