Financial Planning & Analysis Automation Innovation Associate

JobID: 210510223

Category: Financial Analysis

JobSchedule: Full time

Posted Date: 2024-04-18T15:24:23+00:00

JobShift: Day

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Join our dynamic team at Corporate Sector Finance & Business Management as a Central Analytics & Reporting specialist and play a key role in re-engineering financial reporting processes and directing operational efficiency! As part of Corporate Sector Planning & Analysis, you'll partner with functional teams and senior leaders across the firm, utilizing your analytical and technical skills to produce insightful presentations and dashboards, and implement automation solutions to meet evolving business needs.

Job Summary:

As a Financial Planning and Analysis Associate, you will be part of the Central Analytics & Reporting team within Corporate Sector Planning & Analysis. Your specific responsibility will be for analysis and implementation for the Reporting strategy. You will be part of a centralized team that partners with the functional teams and supports their CFOs in the 30+ corporate functions that span the Firm. Besides coordinating across Corporate Sector teams, you will interact with Firmwide & Line of Business groups performing Finance & Business Management functions including Reporting and Data management, Regulatory Management, Investor Relations, Stress Testing and finance related functions. CS P&A consists of approximately 60 people, with primary locations in Plano, Jersey City, and Mumbai.

In this position, you'll constantly be learning how to better apply technologies to financial reporting and then sharing your expertise with our partners. You will support team dashboards and coordinate data availability for Budget, Forecast, and other ad hoc needs. As you grow into the role, you will be responsible for the development of recommendations and implementation of automation solutions to guide efficiencies in the semi-automated legacy reporting model, ultimately striking a balance between dashboards and recurring reports. This encompasses improvement and/or rationalization of existing reporting, development of new recurring decks or schedules, and working with colleagues world-wide on the deliverables. To accomplish these tasks, you'll partner across CS P&A to understand the requirements and execute in a timely manner to meet partner needs. Along the way, you'll have the opportunity to work on multiple complex projects, interact with senior leaders throughout the firm, and gain great exposure to multiple functions across Corporate. You should be comfortable working in a fast paced environment with evolving priorities. Re-engineering financial reporting processes, building automation, enhancing controls, and documenting changes are a key aspects of this role.

Job responsibilities:

• Identify, direct, build, and maintain process improvement and automations including planning & analysis financial reporting dashboards to increase operational efficiency

• Support ad-hoc special financial analytical projects and requests as needed

• Produce presentations, analysis and supporting materials for senior management that summarize plans and progress

• Provide timely and concise updates and escalate issues appropriately

• Enhance controls and improve risk environment, including maintaining appropriate documentation on key processes that you own

Required qualifications, capabilities, and skills:

• Bachelor's degree in Finance, Accounting or a subject of a technical nature (MBA, CFA, CPA, a plus) with at least 3+ years of relevant Financial Analysis and/or Dashboarding experience, in Financial Services

• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely using automation. Tools include: Microsoft Office (Excel with Essbase & PowerPoint), Data Gathering/Manipulation tools (Alteryx & SQL preferred), and Visualization/Dashboarding platforms (Tableau preferred). Related RPA & programming skills (UiPath, Python preferred) are a plus.

• Strong verbal and written communication skills, with the ability to articulate complex issues clearly

• Proven track record for executing on special & ad-hoc projects / assignments for senior management

• Team player with the ability to be a respected, trusted partner for the Business, Finance, and Financial Planning & Analysis Teams

• Highly motivated self-starter with excellent time management/prioritization skills

• Thrives in an environment that is fast-paced during the reporting cycle or when major deliverables are due