Senior Associate, Planning & Analysis - Private Client Office

Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
As a Senior Associate, Planning & Analysis in the Private Client Office, you are primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios.
Job Responsibilities
Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order 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
Create, maintain and review financial models and analyses (both recurring and ad-hoc)
Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose 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
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
4 plus years of relevant FP&A experience
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, Essbase, Visual Basic 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 and ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
Preferred qualifications, capabilities, and skills
Financial services industry Experience preferred
CFA, CPA, MBA is a plus