Associate, Financial Planning & Analysis
Core
Manages FP&A processes and projects to deliver financial forecasts, support strategic direction, and improve business decision-making through data analysis and benchmarking.
Role type
Associate Financial Planning & Analysis (IC)
Builds
Financial forecasts, budget models, and process improvements for business lines and segments.
Domain
Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Financial modeling, financial analysis, process management, data benchmarking, strategic planning, team coaching, problem-solving, project prioritization
Preferred skills
Master's degree in related field, experience in banking or financial services
Technologies
Excel, PowerPoint, Word
Responsibilities
Develop and manage FP&A processes and procedures; deliver financial forecasts to support strategy and budget; coach and review work of lower-level professionals; influence FP&A policies and practices; recommend data sources and benchmarks for business cases.
Seniority
Mid-level, hands-on IC
