Financial Analysis - Analyst
Skills Preferred
Job Description
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team. As the Financial Analysis professional in our Corporate and investment Banking, you will spend each day defining, refining and delivering set goals for our firm. Financial Planning & Analysis (FP&A) is 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.
Responsibilities
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. Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed. Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, and quarterly/monthly forecast variances. Create, maintain and review financial models and analyses (both recurring and ad-hoc). Conduct "deep dive" analyses on key issues impacting clients to determine root causes and propose solutions. Collaborate with business partners across P&A, Lines of Business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives. Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams.
Job Requirements
Self-starter who is able to work in a fast-paced, results-driven environment. BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus). Excellent organizational, management, and both verbal and written communication skills. Strong quantitative, analytical, and problem-solving skills. Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros. Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations. Detail-oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously. Team-oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management. Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically.
Salary
