Associate-Financial Analysis-Central Allocations

Introductory marketing language 

Join the Central Planning and Analysis team and help shape how expense management and allocation decisions are informed through data and insights. This role offers broad exposure across financial planning, forecasting, reporting, and decision support. You will collaborate with finance partners and business stakeholders to understand drivers, analyze trends, and communicate clear financial messages. If you are analytical, curious, and motivated by solving problems, this is an opportunity to increase your impact through meaningful work.

Job summary 

As a Financial Analysis professional within the Central Planning and Analysis team, you will support the Central Allocations team across Consumer and Community Banking and Firmwide Finance. You will focus on expense management, allocation processes, financial planning, forecasting, reporting, and decision support for senior stakeholders. You will collaborate closely with finance partners, business managers, and functional teams to understand financial drivers, analyze trends, and support allocation methodologies. This is an individual contributor role suited for candidates with experience in financial planning and analysis, Chief Financial Officer support, corporate finance, financial research, valuation, business finance, or management reporting. The role requires comfort working across planning, expense analysis, reporting, allocations, and delivering actionable insights.

Job responsibilities 

• Support the monthly close, forecast, budget, and planning cycles for Central Allocations.
• Prepare, review, and analyze financial reporting, including trends, allocation movements, recoveries, variance analysis, and business commentary.
• Partner with Planning and Analysis, Chief Financial Officer, business management, and finance stakeholders to understand cost drivers, allocation logic, financial impacts, and reporting requirements.
• Perform monthly, quarterly, and yearly variance analysis, identifying key drivers and providing meaningful insights to support management decisions.
• Assist business and finance partners with ad hoc analysis, issue resolution, deep dives, and strategic finance requests.
• Review methodologies, rules, volumes, and financial assumptions to ensure they remain aligned with business needs and Firmwide policies.
• Develop presentations and reporting packs for senior management, clearly explaining trends, risks, opportunities, and key financial messages.
• Use artificial intelligence and related tools to drive process improvements and automation across reporting, planning, and allocations.

Required qualifications, capabilities, and skills 

• Master of Business Administration, Chartered Financial Analyst, Certified Public Accountant, or post-graduate degree in Finance, Economics, Accounting, Business, or related discipline.
• 4+ years of relevant experience in one or more of the following areas: Financial Planning and Analysis, Chief Financial Officer support or business finance, corporate finance, expense management, financial reporting, and management reporting.
• Strong understanding of financial statements, expense management, budgeting, forecasting, variance analysis, and business performance drivers.
• Strong analytical and problem-solving skills with the ability to interpret large datasets and convert analysis into actionable insights.
• Excellent communication skills, with the ability to explain financial concepts, trends, and variances clearly to finance and non-finance stakeholders.
• Intellectually curious and self-driven, with a proactive mindset to identify and capitalize on opportunities for growth and impact.
• Strong stakeholder management and partnering skills; able to work effectively across teams, functions, and geographies.
• Ability to manage multiple priorities, work independently, and deliver high-quality outputs under tight timelines.
• Ability to challenge existing processes, identify improvement opportunities, and recommend practical solutions.
• Advanced Microsoft Excel and Microsoft PowerPoint skills, including complex formulas, financial models, data analysis, and executive-ready presentations.

Preferred qualifications, capabilities, and skills 

• Prior experience in banking, financial services, consulting, or global finance functions.
• Working knowledge of tools such as Alteryx, Tableau, Python, SQL, Essbase, SAP, or other reporting and automation platforms.