Firmwide Planning and Analysis - Associate

Join the Firmwide Planning & Analysis Team, where you'll analyze Profit & Loss, balance sheet, and business promoters across the firm. This role offers a path to a CFO track, providing exposure to senior leaders and key stakeholders. You'll examine financial performance through various lenses, gain exposure to each Line Of Business and the Corporate Sector, and leverage data from the firm's major lines of business. You'll also coordinate with multiple teams, articulating financial performance to senior management and high-profile forums. This role is a unique opportunity to learn, grow, and make a significant impact.

As a Firmwide Planning & Analysis Analyst within the Firmwide Planning & Analysis Team, you will be responsible for examining the financial performance for the current quarter/year and over a multi-year horizon through multiple lenses (e.g., by product, by business segment). You will have exposure to each Line Of Business and the Corporate Sector, to learn their fundamental drivers, as well as build an understanding of critical corporate finance concepts. The role will allow you to leverage data and analytics provided by the Firm’s three major lines of business and Corporate as you build out deliverables for senior management. You will have the opportunity to coordinate and effectively communicate across multiple teams including Line Of Business Planning & Analysis teams, Investor Relations, Corporate Finance Analytics, Controllers and Corporate Treasury. In this role, you will play a vital and accountable role in clearly articulating drivers of financial performance to senior management and in high profile forums including:

• Frequent financial updates to Firm’s Controller and CFO
• Monthly financial updates to the Board, Operating Committee, and Regulators
• Quarterly Earnings
• Multi-year forecasts (the Firm’s Budget)

Job Responsibilities

• Coordinate and effectively communicate across multiple teams including Line Of Business Planning & Analysis teams, Investor Relations, Corporate Finance Analytics, Controllers and Corporate Treasury
• Produce presentations, analysis and supporting materials for senior management that summarize forecast results, Budget and variances
• Participate in and support ad-hoc special projects and requests as needed
• Help process improvement and automations to increase operational efficiency

Required qualifications, capabilities, and skills

• Bachelor's Degree in Accounting, Finance, Economics, or related field
• 2 + years professional experience, ideally in a similar role (e.g. Planning and Analysis, Investor Relations, Corporate Finance)
• Analytics skills, ability to analyze financial performance for the current quarter/year & over a multi-year horizon through multiple lenses
• Oral and written communication skills (“story telling”)
• Client/customer relationship management skills to facilitate comfortably interacting with various business partners (e.g. Investor Relations, Tax) and senior management
• Self-starter with excellent time management/prioritization skills
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Detailed oriented
• Experience with Excel, Essbase and PowerPoint