Corporate Planning & Analysis Allocations- Associate

The Corporate Allocations P&A team is an integral part of the CS F&BM group responsible for a wide-range of deliverables including Allocations, Analytics, Initiatives and Firm-wide activities that support the team's ability tell an insightful, holistic story.

The team is a specialized function within Corporate Sector P&A which provides operational support, guidance, and oversight for the end-to-end expense allocation process.

The team is comprised of Finance professionals in the United States and India who collaborate across the Corporate Sector to develop allocation strategies.

Those strategies are then implemented via SAP-CO to distribute expenses out to the lines of business via business drivers and various methodologies.

In addition to operational activities, the team conducts ongoing and ad-hoc analytics of allocated expenses and drivers.

The Associate will be part of the Corporate Sector Central planning & analytics team and responsible for developing analytical capabilities, supporting ad-hoc initiatives and building management presentations on a wide range of topics.

Responsibilities will also include monthly, quarterly, and ad-hoc reporting and analysis in collaboration with Corporate Sector functions and Finance/CFO teams.

The individual will also have the opportunity to drive value-added change by helping to simplify processes, implement automation, and enhance analytics and customer support to the lines of business.

The support will be tailored to senior leaders throughout the firm; therefore this person must be comfortable working in a fast paced environment and with evolving priorities.

Job 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 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-...