Associate Financial Planning & Analysis (Reporting & Analytics)
Core
Support the FP&A team in Management Reporting for the Americas region, focusing on financial analytics, budget vs actual variance analysis, and entity performance monitoring.
Role type
Associate Financial Planning & Analysis (Reporting & Analytics)
Builds
Monthly/annual financial reports, budget vs actual variance reports, and revenue forecasting models for senior management.
Domain
Banking / Financial Services
Deliverable
production ML models | dashboards & analysis
Required skills
Financial/bank services industry experience, multi-entity reporting structure knowledge, data hierarchy management, database extraction, Excel, PowerPoint, ERP tools (Hyperion, OneStream), Banking products revenue/expense understanding, Organization Hierarchy and Income Statement database understanding.
Preferred skills
CPA/CFA certification, US GAAP/IFRS familiarity, Business and General Ledger concepts, Automation/Business Analytics (Python/SQL).
Responsibilities
Prepare presentations and reports on financial analytics, revenues, and cost drivers; Maintain data reporting standards across Markets, Investment Banking, and Corporate functions; Develop budget vs actual variance reports; Enhance reporting and budgeting processes; Liaise with Finance counterparts to identify trends in Revenues, Expenses, assets, and KPIs; Monitor monthly allocation and inter-entity reconciliations; Assist in revenue forecasting and productivity initiatives.
Seniority
Associate, hands-on IC