Associate - Financial Planning & Analysis

Job Title:

Financial Planning & Analysis - Associate

Role Overview:

This role is oriented toward traditional corporate/business finance activities: budgeting, forecasting, financial performance analysis and management reporting.

Key Responsibilities:

• Coordinating annual budgets and short- and long-term forecasts.
• Analysing monthly and quarterly variances.
• Creating and maintaining financial models.
• Preparing financial analyses, presentations and management materials.
• Conducting deep dives into financial-performance issues and their root causes.
• Working across FP&A, lines of business and functional finance teams.

Technical Expectations:

The technical expectation is significant for an FP&A position: advanced Excel, PowerPoint, Essbase, Visual Basic/macros, the ability to navigate multiple datasets and the ability to convert analysis into management-level recommendations and presentations. Strong quantitative, analytical, communication and stakeholder-management skills are expected.

Qualifications:

4+ years of relevant FP&A experience is preferred, preferably in financial services. A BA/BS in Finance, Economics or Accounting is preferred, while CFA, CPA or MBA qualifications are advantageous.