The Financial Planning and Analysis (FP&A) team plays a pivotal role in delivering actionable economic insights and informed decision-making support to the senior leadership, driving financial performance.
Job Description
We are seeking an analytical expert with strong experience in the financial services industry to develop and enhance analytical frameworks for more informed decision-making.
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 accuracy.
* Participate in annual budget and forecasting processes, working closely with leadership to incorporate strategic initiatives.
* Develop value-added financial analysis and assessments to inform business decisions.
* Collaborate with businesses to create financial models and analyses supporting strategic initiatives.
* Contribute to team-wide projects with autonomy to innovate and develop new analytical approaches.
Working Relationships
* Work closely with the Finance organization, Risk, Corporate Strategy, and HR on firm-wide initiatives.
* Support FRAP team analysts in financial reporting tasks as needed.
Requirements
* Bachelor's Degree in Accounting or Finance.
* 2+ years' experience in FP&A, preferably in Financial Services.
* Advanced Microsoft Excel and PowerPoint skills, including macros and VBA.
* Strong quantitative and problem-solving abilities.
* Effective communication and presentation skills.
* Able to interact with senior management, peers, and professional staff.
Skillset
Finance Analyst, FP&A, Hedge Fund. A quick learner, detail-oriented individual with excellent ownership of work, prioritization, and teamwork skills is required.