Finance Associate - Asset Management Group

PNC Bank • Pittsburgh, PA

2d • Onsite

About The Position

The Finance Associate in support of the Asset Management Group provides analytical, forecasting, and accounting support to business leaders, enabling informed decision-making through accurate financial reporting and actionable insights. This role supports both traditional banking and fee-based investment management businesses, including loans, deposits (net interest income), and fee-based products tied to assets under management (AUM). Prepares timely, accurate, and concise financial reports that enable informed decision-making by stakeholders. Produces detailed revenue, expense, and staffing forecasts, leveraging data to develop strategic insights and improve budget and forecast accuracy. Supports the annual budgeting process and ongoing monthly forecast cycles, while contributing to the development of long-term strategic plans. Develops key financial forecasts, metric-driven performance dashboards, and actionable business insights for leaders and executives. Performs ad hoc analysis and generates custom reports to address evolving business needs. Partners with cross-functional teams to support the implementation of new accounting standards and ensure compliance with regulatory requirements. Facilitates audit, regulatory, and investor requests by delivering accurate and timely information. Proactively identifies control issues, ensures resolution, and maintains strong internal control processes. Builds effective working relationships across departments, navigating professional interactions to drive alignment, collaboration, and shared business success.

Requirements

• Financial systems such as Hyperion Essbase and database/reporting tools (SQL-based preferred)
• Advanced Excel for analysis, modeling, and reporting
• General Ledger and EROD knowledge
• Strong foundation in accounting principles (general ledger, reconciliations, accruals)
• Experience with financial forecasting, reporting, and variance analysis
• Ability to analyze data and translate findings into business insights
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced, collaborative environment
• Bachelors
• 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

• Account Analysis
• Accounting Research
• Decision Making
• Finance Strategy
• Financial Accounting
• Financial Reporting and Analysis
• People Management
• Results-Oriented

Responsibilities

• Prepare financial reports, forecasts, and performance dashboards supporting business leaders
• Contribute to annual budget planning, monthly forecasting, and long-term strategic initiatives
• Analyze AUM, fee-based revenue, market trends, and portfolio performance
• Support accounting functions including general ledger activities, reconciliations, journal entries, accruals, and variance analysis
• Assist with financial close processes and ensure accuracy of financial data
• Generate ad hoc analysis and custom reporting to support decision-making
• Support audit, regulatory, and SOX compliance processes while maintaining strong controls
• Supports Asset Management Group across: Traditional banking (loans, deposits, net interest income) Fee-based investment management (AUM, fee revenue, brokerage, insurance)
• Partners with teams focused on: Budgeting, forecasting, and headcount planning Expense management Investment management and fee-based reporting Accounting – general ledger entries and reconciliations
• Contributes to reporting and analysis of: Assets under management (AUM) Fee forecasting Regional and product-level performance
• Prepares timely, transparent, and succinct financial reports to enable informed decision-making by stakeholders.
• Produces timely and precise revenue, expense, and staffing forecasts.
• May develop strategic insights from data to enhance budget and forecast accuracy.
• Contributes to annual budget cycle and continuous monthly forecasting.
• Contributes to development of long term strategic plans.
• Prepares key financial forecasts, metric-driven performance dashboards, and strategic business insights for business leaders and executives.
• Performs on-demand analysis and generates custom reports to address specific business needs.
• Collaborates with the business on implementation and compliance of new accounting and regulatory standards.
• Facilitates audit, regulatory, and investor requests by providing timely and accurate information.
• Promptly identifies and addresses control matters; maintains sound control processes.
• Navigates professional interactions with colleagues across departments to ensure alignment and shared success.

Benefits

• medical/prescription drug coverage (with a Health Savings Account feature)
• dental and vision options
• employee and spouse/child life insurance
• short and long-term disability protection
• 401(k) with PNC match
• pension and stock purchase plans
• dependent care reimbursement account
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully paid
• a robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level; and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level