Private Client Office Planning & Analysis - Associate

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.

As an Associate in Planning & Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.

You must have sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously.

You must also be comfortable with frequently changing priorities and detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously.

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, 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, 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 client to determine root cause 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

Required qualifications, capabilities, and skills


* Bachelor's in Finance, Economics, or Accounting


* At least 3 years of relevant FP&A experience in the financial services industry


* Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously.

Candidate must be comfortable with frequently changing priorities


* Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment


* 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 into cohesive presentation and recommendations
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