Associate, Finance Analysis

Shape decisions that help teams serve clients effectively through disciplined financial analysis and clear storytelling.

You will partner closely with business leaders to connect headcount and expense plans to strategic outcomes.

This role offers broad visibility across planning cycles, performance metrics, and process improvement initiatives.

You will help modernize reporting by introducing automation and faster, more reliable insights.

Join a team that values collaboration, continuous improvement, and high-quality execution.

As an Associate in Financial Analysis team within the Commercial and Investment Bank supporting the Client Onboarding and Service organization, you will be responsible for providing financial and strategic analysis and partnering with leaders on headcount and expense planning.

You will prepare, reconcile, and interpret financial and workforce data to support forecasting, budgeting, and timely management reporting.

This is an individual contributor role focused on financial management (planning, reporting, controls, and analysis), not people management.

You will help develop new reporting capabilities and recommendations that improve business procedures and operating efficiency.

Job responsibilities


* Maintain detailed headcount tracking to support accurate position management, requisition approvals, and reconciliation to budget and outlook


* Partner with Client Onboarding and Service leadership and Finance and Business Management teams to generate monthly, annual, and multi-year forecast headcount and direct expenses


* Prepare efficiency reporting, analytics and strategy, including location strategy, span of control, reporting and analytics


* Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management


* Perform variance analysis to understand key drivers and present commentary to senior leaders, explaining changes from prior forecasts and budgets


* Help design new reports and dashboards to efficiently deliver financial results to senior management


* Enhance controls and streamline processes, introducing automation where possible

Required qualifications, capabilities and skills


* Bachelor's degree


* 3+ years of work experience in accounting, finance, planning and analysis, business management, or a related field


* Advanced skills in Excel and PowerPoint


* Strong attention to detail and solid work ethic


* Inquisitive, enthusiastic and diligent, and capable of challenging peers


* Strong verbal and written communication skills with the ability to articulate complex issues clearly


* Ability to create ad hoc reporting for senior management


* Proven track record for executing special projects or assignments with little lead time or information


* Team player with the ability to be respected as a trusted partner for the business and Finance and Business Management teams
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