Financial Planning & Analysis Automation Innovation Associate

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 within the Central Analytics & Reporting team, you will be responsible for the analysis and implementation of the Reporting strategy.

You will collaborate with functional teams and support CFOs across 30+ corporate functions. Your role will involve interaction with Firmwide & Line of Business groups performing various finance and business management functions.

You will contribute to the development of automation solutions to enhance efficiency in semi-automated legacy reporting models.

This includes improving existing reporting, developing new recurring decks or schedules, and collaborating with global colleagues on deliverables.

You will support team dashboards and coordinate data availability for Budget, Forecast, and other ad hoc needs. As you grow in your role, you will work on multiple complex projects, interact with senior leaders, and gain exposure to multiple functions across the Corporate sector.

You will be expected to thrive in a fast-paced environment with evolving priorities, focusing on re-engineering financial reporting processes, enhancing controls, and documenting changes.

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) 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), and Visualization / Dashboarding platforms (Tableau preferred).

Related RPA & programming skills (UiPath, Python)

• 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
30+ days ago