Financial Planning and Analysis (FP&A) Role
The FP&A team plays a vital role in delivering economic insights and decision-making support to the senior leadership of the organization, driving the financial performance of the firm.
Key Responsibilities
* Prepare monthly financial dashboards for senior management, reflecting actual results and comparisons to forecasts/budgets.
* Analyze current and past trends in revenue, expenses, and key performance indicators to improve forecast design and accuracy.
* Partner with businesses to develop financial models and analyses supporting strategic initiatives, including product expansion economics.
* Participate in team-wide projects with autonomy to innovate and develop new analysis methods.
Collaboration and Support
* Work closely with Finance, Risk, Corporate Strategy, and HR on firm-wide initiatives.
* Support FRAP team analysts and contribute to financial reporting tasks as needed.
Qualifications and Skills
* Bachelor's degree in Accounting/Finance or related field preferred.
* 2+ years' experience in FP&A, preferably in Financial Services.
* Strong Microsoft Excel and PowerPoint skills, including macros and VBA.
* Advanced quantitative and problem-solving skills.
* Effective communication and presentation skills.
* Able to interact with senior management, peers, and professional staff.
Personal Qualities
* Quick learner and detail-oriented.
* Demonstrable thoroughness and strong ownership of work.
* Good team player with a willingness to participate and help others.
* Able to prioritize in a fast-moving, high-pressure environment.