Financial Planning and Analysis, Associate

Join our dynamic Commercial & Investment Bank (CIB) Finance & Business Management team and play a pivotal role supporting our Finance organization-helping ensure senior management has the insights needed to execute strategic objectives.

This high-impact opportunity offers broad exposure across planning, forecasting, reporting, and executive storytelling, while partnering with senior leaders and key stakeholders.

Our team is evolving toward increased automation and AI-enabled workflows to improve speed, accuracy, and scalability, while maintaining strong controls and data integrity.

As a P&A Associate in the CIB Finance & Business Management team, you will support the financial planning and analysis function across budgeting, forecasting, management reporting, and executive presentations.

You will collaborate with Business Management, reporting, and technology partners to deliver timely insights and improve recurring processes through standardization, automation, and firm-approved AI tools where appropriate.

In this role, you will help modernize how results are communicated-pairing AI-enabled acceleration with validation, explainability, and strong data controls to ensure senior-readiness.

Job responsibilities


* Analyze large datasets to produce insightful budget and performance analyses


* Partner with Business Management to develop timely, accurate headcount and expense projections


* Produce monthly, annual, and multi-year forecasts


* Prepare accurate, timely monthly financial reporting packages


* Translate analysis into executive-level materials and storytelling using PowerPoint/PitchPro+


* Deliver ad-hoc analysis to support leadership priorities and business decisions


* Identify opportunities to automate recurring analyses and reporting to reduce cycle time and operational risk


* Standardize and simplify processes to reduce manual reconciliations and improve controls


* Leverage firm-approved AI tools to accelerate analysis, summarize key themes, and enhance presentation development with appropriate validation


* Coordinate deliverables with project managers and partner F&BM teams across LOBs/sub-LOBs


* Continuously improve executive reporting through automation and AI-assisted workflows, ensuring consistency and senior-readiness

Required qualifications, capabilities, and skills


* Earn a college degree (or equivalent experience as applicable)


* At least 2 years of relevant finance/accounting experience


* Apply strong analytical skills with high attention to detail


* Interpret complex financial data and communicate insights clearly


* Build strong, positive relationships with business stakeholders


* Prioritize multiple deliverables and deliver results in a fast-paced environment


* Demonstrate strong organization, independence, and follow-through


* Communicate effectively with senior stakeholders and business leads


* Collaborate across teams and...