Financial Associate - Diversity, Opportunity & Inclusion

The Financial Associate will support the Diversity, Opportunity & Inclusion organization by delivering high-quality financial analysis, reporting, and forecasting that enables leaders to make informed decisions.

As a Financial Associate within the Human Resources Finance & Business Management team, you will partner closely with Finance stakeholders, Diversity, Opportunity & Inclusion Center of Excellence leads, Business Managers, and dashboard/reporting teams to ensure accurate, timely insights on business results, budget variances, and outlooks.

The ideal candidate is analytical, detail-oriented, proactive, and comfortable communicating complex financial concepts to senior stakeholders.

Job responsibilities


* Build and maintain dynamic relationships with key stakeholders across Finance and Diversity, Opportunity & Inclusion.


* Partner with Business Managers to provide timely financial data, consolidate feedback, and support decision-making.


* Support ad-hoc requests and special projects, prioritizing deliverables effectively in a fast-paced environment.


* Conduct deep-dive analyses on key financial issues, identify root causes, and propose actionable solutions.


* Perform variance analysis to understand key drivers of business results and develop clear commentary explaining changes from budget for Center of Excellence Leads.


* Identify trends, risks, and opportunities, and proactively surface insights to anticipate leadership questions.


* Support a comprehensive reporting framework, ensuring accuracy, consistency, and timeliness of deliverables.


* Coordinate with the dashboard/reporting team to produce accurate and timely monthly reporting packages.


* Review and validate monthly dashboards to confirm data integrity, reconcile results, and ensure executive-ready outputs.


* Present monthly finance reviews to Diversity, Opportunity & Inclusion Center of Excellence Leads, providing clear narrative and insights on performance versus budget and forecast.


* Support delivery of accurate monthly forecasts by completing discretionary trackers accurately and on time; escalate gaps or risks early.

Required qualifications, capabilities and skills


* Bachelor's degree in Finance or Accounting.


* 2+ years of experience in Financial Services with a background in Finance, Financial Planning & Analysis, Business Management, Accounting, or Consulting.


* Advanced skills in Excel and PowerPoint.


* Advanced verbal and written communication skills, with the ability to articulate complex issues clearly and concisely to senior stakeholders.


* Highly motivated with the ability to thrive under pressure and meet tight deadlines.


* Demonstrated integrity and discretion in handling highly sensitive and confidential information.


* Advanced analytical and problem-solving skills, including ability to analyze large data sets and present conclusions succinctly.


* Self-starter with a...