Senior Associate, Planning & Analysis - Private Client Office

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 a Senior Associate, Planning & Analysis in the Private Client Office, you are 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.

Job Responsibilities


* Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams


* 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

Required qualifications, capabilities, and skills


* The candidate must be a self-starter who is able to work in a fast paced, results driven environment


* BA/BS in Finance, Economics, Accounting


* 4 plus years of relevant FP&A experience


* 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


* The 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


* Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously


* Team oriented, inquisitive, critical thinker who anticipates...