D&PS Finance Management Associate —Wholesale Lending Services.

You will join the Digital & Platform Services – Wholesale Lending Services Finance Management team as an Associate, providing financial oversight across month-end actuals, outlook, and planning cycles while supporting Wholesale Lending operations and strategic initiatives. You will partner closely with Business Managers, Finance, and P&A stakeholders to deliver accurate results, driver-based insights, and senior-management reporting. You will also advance centralized process improvements, strengthen financial controls, and scale automation and reporting (including firm-approved AI-enabled analytics/workflow tools where appropriate) with clear governance, documentation, and human review.
Job Responsibilities
Financial Oversight, Planning & Forecasting
You will calculate, validate, and consolidate month-end actuals, year-end outlook, and budget/planning submissions, ensuring accuracy, completeness, and alignment to business priorities.
You will coordinate forecasting and budgeting activities and ensure inputs and outputs are delivered on time and to required standards.
Variance Analysis & Senior Commentary
You will produce driver-based variance analysis (Actuals vs Forecast vs Budget), identify root causes, and translate results into clear, decision-ready commentary for senior leaders.
Senior Reporting & Executive Materials
You will deliver weekly, monthly, quarterly, and ad hoc reporting packages with clear narratives, visuals, and executive summaries.
You will create concise PowerPoint materials that connect financial outcomes to operational drivers and support senior-management discussions.
Automation, Data Quality & Scalable Reporting
You will build and enhance reporting capabilities, including dashboards and standardized self-service views, to improve transparency and reduce manual effort.
You will leverage firm-approved AI-enabled tools where applicable to accelerate routine analysis while ensuring human validation, documented assumptions, and audit-ready traceability.
Controls & Process Improvement
You will drive centralized process improvements to strengthen financial controls and reduce cycle times, identify control gaps, and partner with Finance and P&A to implement practical remediation.
Strategic Initiative Support
You will support strategic initiatives through financial analysis, tracking, and structured storytelling, applying strong data skills and disciplined problem solving.
Required Qualifications, Capabilities and Skills.
Bachelor’s degree in Accounting, Finance, or a related quantitative/technical field.
5+ years of experience in Finance Management, FP&A, or similar roles, including forecasting, budgeting, and variance analysis with senior stakeholder exposure.
Advanced proficiency in Excel and PowerPoint for modeling and executive presentations.
Strong technical data capabilities to support analysis, reporting, and scalable reporting solutions.
Excellent written and verbal communication skills; ability to articulate complex issues clearly and concisely.
Demonstrated ability to challenge assumptions constructively with high integrity and discretion with sensitive information.
Proven ability to perform under tight deadlines and partner effectively across Business, Finance, and P&A stakeholders.
Preferred Qualifications, Capabilities and Skills.
Familiarity with BI tools, databases, and SQL querying.
Experience improving controls, automating finance processes, and building dashboards or self-service reporting.