Financial Analysis - Associate

• As a Financial Associate in our Finance team, you will focus on defining, refining, and achieving set goals for our firm
• Your responsibilities include partnering across the firm to provide financial and strategic analysis, overseeing budgeting and forecasting, and delivering management reports
• You will handle financial control, analyze business metrics, and develop new reporting capabilities like dashboards
• Additionally, you will advise line of business CFOs on enhancing profitability and efficiency
• Your role involves analyzing and reconciling data, preparing reports, and streamlining processes through automation
• You will also contribute to developing business procedure recommendations and maintaining financial systems, while assisting with special projects as needed

Job Responsibilities

• Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting.
• Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
• Report on efficiency, analytics, and strategy, including location strategy, span of control, reporting, and analytics.
• Create financial business cases supporting business initiatives.
• Report on and monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area.
• Develop and track performance metrics, create presentations, and provide financial analysis on various topics to senior management.
• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets.
• Help design new reports and dashboards to efficiently deliver the financial results to senior management.
• Enhance controls and streamline processes, introducing automation where possible.

Required qualifications, capabilities, and skills

• bachelorsdegree in Accounting, Finance or a subject of a technical nature
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Ability to create ad hoc reporting for senior management
• Proven track record for executing on special projects / assignments, often with little lead time or information
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines

Preferred qualifications, capabilities, and skills

• 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FPA Teams
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely