Corporate Planning & Analysis Allocations-Associate

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 and insightful analyses
Contribute directly and/or collaborate on several high-exposure initiatives through the simplification of key processes, enhancement of analytics & reporting and implementation of automated solutions
Coordinate and deliver consolidated Other Corporate views to tell an insightful, holistic story in a comprehensive, but succinct manner
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, quarterly/monthly forecast variances leveraging Business Intelligence Tool – Tableau and Alteryx
Create, maintain and review financial models and analyses (both recurring and ad-hoc), Conduct “deep dive” analyses on key issues impacting client to determine root cause and recommend solutions
Collaborate with business partners across Corporate Sector P&A, Lines of Business and the organization 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

CFA, CPA, MBA a plus
Preferred experience in financial services or in a FP&A role in a large organization
Experience with Programming languages (SQL, VBA, etc.) is a plus
Preferred Visualization and Workflow tools background (e.g Tableau, Alteryx)