Corporate Planning & Management-Business Planning-Dallas-Analyst

The Corporate Planning & Management (CPM) division integrates financial planning, spend management, third-party risk management, product management and engineering teams to support strategic decisions across the firm.
Finance & Planning drives business planning, budgeting, and analytics across revenue, expense, liquidity, and capital. The pillar includes divisional CFOs providing strategic finance advisory, Product Finance managing non-compensation expense governance, and Corporate Insurance & Advisory overseeing the firm's insurance needs and risk mitigation.
Global Procurement strategically manages third-party engagement, optimizing value and mitigating risks across the supply chain. Key functions include Strategic Sourcing, Third-Party Risk Management (TPRM), Procure to Pay (P2P), Travel, and Sustainable Operations driving ESG initiatives.
Product & Reporting manages the product lifecycle for CPM technology platforms and delivers comprehensive reporting, dashboards, and analytics. The team oversees financial planning and analysis systems, spend management tools, and TPRM solutions while providing stakeholders with actionable insights for evidence-based decisions.
CPM Management provides strategic oversight, operational support, communications and change management, and risk governance across the division.
Professionals in CPM have an analytical mindset, exhibit intellectual curiosity and are from diverse academic backgrounds. This role sits within the Finance & Planning pillar.
The role requires collaboration with different functions across the firm on a regular basis, an ability to work independently, and ability to interact with senior professionals across the firm. It also entails in-depth analysis and reporting for senior management, requiring diligence and a commercial mindset. The candidate is required to work closely with global counterparts and should have excellent verbal and written communication skills.
Job responsibilities will include, but are not limited to:
Assist with preparation of firm business plan and participate in budgeting and reforecasting cycles including assistance with presentation materials and supporting details for Senior Leadership
Partner with divisional leadership to understand business drivers and initiatives across revenue, financial resources, capital resources, headcount and operating expenses
Develop reporting and detailed analysis of the firm’s operating budget including tracking Actual performance versus Plan
Drive automation, improve budget fidelity and linkage of business drivers into actionable insights for Senior Leadership
Support the team in collaboration with businesses during quarterly and ad-hoc Business Planning updates
Qualifications:
Relevant bachelor’s degree or equivalent qualification with an excellent academic record; MBA a plus
0-2 years of relevant experience in the field of finance, accounting, and/or business management
Analytical mindset and knowledge of financial modeling
Excellent communication and interpersonal (written and verbal) skills, and strong attention to detail
Ability to multi-task & deliver under pressure
Solid work ethic and high level of motivation
Proficient in Microsoft Excel and PowerPoint