Financial Planning and Analysis-Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As an Associate in Corporate Sector FP&A supporting the CAO CFO organization, you will own and coordinate core management reporting and planning deliverables across full P&L, expense, and headcount. You will lead consolidation, variance analysis, and driver-based insights, and produce senior-ready materials used to inform business decisions. You will partner closely with CAO Finance & Business Management, Controllers, and firmwide planning teams to ensure timely, accurate submissions and continuous process improvement leveraging Essbase and AnaplanXL. Job Responsibilities Be responsible for budgeting, forecasting and reporting of monthly & budget financials Develop and present driver-based qualitative and quantitative analysis (run-rate, trend, initiative impacts, HC movements, and key assumptions) Serve as a liaison between Firm-wide P&A, business managers and Functional Finance teams and other support teams to provide impactful reporting, planning and insightful analyses Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets Champion process improvements and automation initiatives to optimize workflows and models and increase operational efficiency Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams Required qualifications, capabilities, and skills Strong financial acumen across P&L, expense, and headcount planning, including variance analysis and forecasting Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros; ability to synthesize multiple data sets into an executive-ready story Strong stakeholder management skills; able to operate under tight deadlines and changing priorities with high attention to detail Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically Preferred qualifications, capabilities, and skills 3+ years of relevant FP&A / planning / management reporting experience (financial services preferred) B. Com/BA/BS in Finance, Economics, Accounting (MBA is a plus) Excellent MS Office skills – Excel and PowerPoint. Knowledge of AnaplanXL will be a plus (please highlight in CV) Experience improving planning/reporting processes or implementing new templates/models