You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team
As a Planning and Analysis Associate in the Allocation, you will be responsible for providing a consolidated DPS level view of allocations across line of business. You will be primarily responsible for providing a consolidated DPS level view of allocations across $8b cost base, merging the diverse Technology & Operations processes. It also involves governance of all Allocations processes during MYF and Plan cycles and plays a vital role in supporting senior Management reporting for monthly EMRs, JBR, ID etc.
Job Responsibilities
- Serve as the primary point of contact to ensure transparency on allocations from DPS, enhancing impactful reporting, planning, and insightful analyses.
- Produce presentations, analyses, and supporting materials for key internal clients, including senior management; actively participate in and support ad-hoc special projects and requests as needed.
- Develop, consolidate, and present insightful and robust qualitative and quantitative financial analyses, including annual budgets and quarterly/monthly forecast variances.
- Maintain reference data to ensure accuracy and reliability.
- Conduct "deep dive" analyses on key issues impacting client allocations to determine root causes and propose effective solutions.
- 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, including firm-wide, Functional Finance, and lines of business teams.
Required qualifications, capabilities, and skills:
- The candidate must be a self-starter who is able to work in a fast paced, results driven environment
- BA/BS in Finance, Economics, Accounting
- 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
- The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
- Excellent organizational, management, and both verbal and written communication skills
- Strong quantitative, analytical, and problem solving skills
- Strong technical and analytical skills, including Excel, PowerPoint and macros
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
- 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:
- CFA, CPA, MBA a plus
- Exposure and work knowledge on Allocations and Rule writing/ Billing keys, would be an advantage