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Tier-1 brand, metro location, and mid-level generalist finance role attract many qualified applicants.
FP&A modeling skills are transferable but financial-services preference and domain knowledge raise sensitivity.
Explicit 3-year FP&A requirement plus mandatory Excel/Essbase/VBA skills and finance domain preference increases filtering rigor.
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Lead and coordinate budgeting and forecasting processes, including short- and long-term earnings and capital projections under varying economic scenarios.
Prepare management reports and presentations for senior leadership, including the Operating Committee and Board of Directors.
Develop, maintain, and present detailed financial models and analyses, and perform root cause analysis to propose solutions on key financial issues.
At least 3 years of relevant Financial Planning & Analysis (FP&A) experience, preferably in financial services.
Strong technical skills including Excel, PowerPoint, Essbase, Visual Basic, and macros.
Ability to manage multiple tasks in a fast-paced environment with frequently changing priorities.
Work Experience Required: Minimum 3 years in FP&A or related financial analysis role.
Experienced in collaborating across firm-wide finance teams and business lines to deliver accurate and insightful financial reporting.
Skilled in synthesizing multiple data sets into coherent presentations with strategic recommendations.
Comfortable operating independently in dynamic, results-driven environments requiring proactive problem-solving and strong stakeholder management.