Finance & Business Management, Associate

Come help shape strategic decisions, optimize financial performance, and support business growth at the firm! This role allows you to collaborate with talented professionals, leverage cutting-edge tools, and make a difference in a dynamic, fast-paced environment.

If you're ready to enhance your career and deliver results, we want you on our team.

As a Planning and Analysis Senior Associate within the Corporate Central Analytics & Reporting Team, you will work on a broad range of key Corporate Planning & Analysis priorities including, P&L and Balance Sheet forecasting and budgeting, the quarterly earnings process, and relationship management of critical Corporate Planning & Analysis stakeholders (e.g.

Investor Relations, Controllership, etc)

The Corporate Sector Planning & Analysis team supports and partners with Corporate Sector Chief Financial Officers and their Finance & Business Management teams on financial forecasting, budgeting, reporting and other ad-hoc analysis and strategic priorities.

The team also provides support for Firmwide Planning & Analysis, Investor Relations, Regulatory & Capital Management, Resolution & Recovery, and other Corporate groups.

Job responsibilities


* Proactively partner closely with stakeholders across the broader finance and business management organization to assist in the development of Corporate Sector's consolidated monthly financial forecast and annual budget (P&L and Balance Sheet)


* Own the relationship with key Corporate P&A stakeholders including Firmwide P&A and Investor Relations, and serve as a primary conduit of business intelligence on behalf of Corporate P&A


* Assist in the Corporate Sector quarterly earnings submission, including partnering with Regulators, Firmwide P&A, Investor Relations, Controllership and Tax to assess quarterly results, develop a thorough earnings narrative for senior management, and prepare relevant internal materials and external filings


* Construct ad-hoc financial models and analytics to support critical Corporate Sector priorities and enable thoughtful senior management decision making


* Create and maintain relationships with peers across Corporate P&A to develop broad insight of the businesses across Corporate Sector and ensure firmwide priorities and targets are implemented uniformly across the segment

Required qualifications, capabilities, and skills


* Advanced technological aptitude, including Excel, PowerPoint, Word and Essbase skills.


* Bachelor's degree in business related discipline or equivalent experience


* 3 years of relevant experience


* Advanced analytical, problem-solving, and decision-making skills


* Communication skills - Ability to write and articulate financial results succinctly and efficiently in varying degrees of detail and form depending on the audience


* Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines.

Candidate must be comf...