Associate, D&PS Planning & Analysis
About The Position
Elevate your career as an Associate in our D&PS Planning & Analysis Team. In this dynamic role, you'll support critical budgeting and forecasting processes and deliver valuable insights to Senior Management. Collaborate with Finance Managers, Business Managers, and P&A teams to drive strategic decision-making and improve financial performance. As an Associate in the D&PS Planning & Analysis team, you will support financial planning and analysis functions within the CIB D&PS organization. Partner with various departments to provide insights and recommendations that drive strategic decision-making. Lead and coordinate budgeting and forecasting processes, and prepare management reports for Senior Management and Business Leads.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3 years of experience in financial planning and analysis or a similar role within the financial services industry.
- Strong analytical and problem-solving skills with attention to detail.
- Proficiency in financial modeling and data analysis tools (e.g., Excel, PowerPoint, Essbase).
- Excellent communication and presentation skills.
- Ability to work collaboratively in a team environment and manage multiple priorities.
- Ability to navigate multiple data sets and synthesize them into cohesive presentations.
Nice To Haves
- CFA, CPA, or MBA.
- Experience with SQL, Tableau, Qliksense
- Ability to build strong partnerships with colleagues and think strategically.
Responsibilities
- Assist in managing the annual budgeting and forecasting processes.
- Serve as a liaison between Firm-wide P&A, lines of business, and Functional Finance teams.
- Produce presentations and analysis for key internal clients, including Senior Management.
- Develop, consolidate, and present qualitative and quantitative financial analysis.
- Create, maintain, and review financial models and analyses.
- Conduct deep dive analyses on key issues impacting clients.
- Collaborate with business partners to ensure timely and effective delivery of initiatives.
- Build and maintain strong relationships with key business stakeholders.
- Monitor key performance indicators (KPIs) and provide actionable insights.
- Ensure accuracy and integrity of financial data and reporting.
Benefits
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
