Corporate Financial Planning & Analysis – Corporate FP&a – Associate

Corporate Financial Planning & Analysis – Corporate FP&a – Associate

Requirements

• 7+ years of experience in the financial services sector, preferably with experience in CCAR, FP&A, and/or capital planning
• Experience and expertise in performing financial forecasts and providing financial analyses that highlight key drivers and dependencies impacting results
• Excellent analytical, visualization, writing and presentation skills, including ability to execute complex analysis and summarize and present to senior stakeholders
• Strong familiarity with Y-14A, specifically A.7a and A7b regulatory reporting schedules a plus
• Expertise in MS Office Suite (Excel, PowerPoint, Word, Outlook, etc)
• Excellent verbal and written (business writing) communication skills

Responsibilities

• Execute the preparation, consolidation, review, and analysis of PPNR forecasts
• Drive the completion and submission of external reporting Y14-A schedules
• Execute detailed analytical review of financials and identifying key themes and narratives
• Perform and present what-if, pro-forma, and attribution analysis in support of the recurring processes and ad hoc requests for senior management and the Board of Directors
• Engage and partner with teams across Finance and the wider organization including: Segment Finance (ISG, WM, IM, Infrastructure), Investor Relations, Firm Strategy & Execution, Tax, Capital, Treasury, Corporate Reporting, Risk, Technology
• Support ongoing audit, risk monitoring, validation, controls and governance initiatives as it relates to PPNR processes

Preferred Qualifications

• Experience with technology-enabled forecasting and data visualization tools a plus (e.g., IBM Planning & Analytics, Essbase, Hyperion, Power BI, Tableau)
• Bachelor’s degree in Finance, Accounting, Economics or related field preferred; MBA, CPA and/or CFA is a plus