Global Banking Planning & Analysis, Senior Associate

Join Global Banking Planning & Analysis and help improve the accuracy and integrity of client profitability insights. As a Senior Associate, you will lead critical close and reporting activities, deliver actionable analytics, and partner with stakeholders across global teams. You’ll work in a fast-paced environment where strong controls, clear communication, and continuous improvement matter. We value professionals who take ownership and deliver high-quality results.
As a Senior Associate in Global Banking P&A, you will be instrumental in elevating client profitability data accuracy/ integrity. You will deliver actionable insights, oversee month-end close, and drive collaboration across global teams—upholding rigorous standards of accuracy and data integrity while fostering accountability and continuous improvement.
Job responsibilities:
Lead and coordinate the month-end close process for client profitability
Ensure accuracy, timeliness, and compliance in financial reconciliations and reporting
Prepare, review, and present monthly financial results and variance analysis
Present key performance indicators and profitability trends to senior management
Develop and deliver analytics to support business decisions
Identify and implement opportunities for process improvement
Maintain high standards of data integrity and accuracy
Demonstrate robust risk management and adherence to policies
Foster a culture of accountability across the team
Serve as a key point of contact for business partners and senior leadership
Champion collaboration and teamwork across global teams
Required qualifications, capabilities, and skills:
Bachelor’s degree in Finance, Accounting, Economics, or related field
7+ years of experience in financial analysis, reporting, or business finance
Advanced understanding of month-end close processes, financial controls, and profitability analysis
Exceptional attention to detail and commitment to accuracy
Advanced analytical skills with proficiency in Excel, PowerPoint, and financial systems
Technical skills in Python, SQL, Databricks, and Alteryx
Excellent communication and interpersonal skills
Ability to influence and collaborate across all levels of the organization
Proven record of process improvements
Experience delivering results in a fast-paced environment
Preferred qualifications, capabilities, and skills:
MBA or CPA
Experience in a large financial institution
Python/ SQL knowledge required
Proven track record of process improvements and delivering results in a fast-paced environment