Prepare monthly financial dashboards for senior management reflecting actual results andparisons to forecasts / budgets
Analyze current and past trends in the areas of revenue, expenses and other key performance indicators to improve design and accuracy of financial forecasts
Play an active role in the firm's annual budget and forecasting processes by working with the organization's leadership to incorporate initiatives
Develop financial analysis, which is value-added to decision making and assessing business performance
Partner with the businesses in developing financial models and analyses to support strategic initiatives, including product expansion economics
Participate in team-wide projects with the autonomy to innovate and develop new ways to analyze the business
Work closely with broader Finance organization, Risk, Corporate Strategy and HR on firm wide initiatives
Work alongside the FRAP team Analysts and support in financial reporting tasks as needed.
Qualifications / Skills Required
Bachelor's Degree in Accounting / Finance or related field is preferred
2+ years' experience in FP&A role, preferably in Financial Services
Strong Microsoft Excel and PowerPoint skills (macros and VBA is a plus)
Advanced quantitative and problem solving skills
Ability tomunicate effectively, including presenting ideas both in written presentations and to small groups
Ability to interact with senior management, peers and professional staff;
Good team player with a strong willingness to participate and help others.
Able to prioritize in a fast moving, high pressure, constantly changing environment; High sense of urgency