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Job Description
Structured overview of role & requirementsAbout This Role
Lead and coordinate budgeting and forecasting processes, projecting earnings and capital across economic scenarios.
Develop and present qualitative and quantitative financial analyses including budgets and variance forecasts to senior management.
Serve as liaison among Firm-wide P&A, business lines, and Functional Finance teams to deliver accurate, timely reporting and support ad-hoc projects.
Minimum Requirements
Bachelor's degree in Finance, Economics, or Accounting (CFA, CPA, MBA considered plus).
Strong technical skills including Excel, PowerPoint, Essbase, Visual Basic, and macros.
Work Experience Required: Not explicitly mentioned in the JD.
Ability to analyze multiple data sets and create financial models and presentations.
Ideal Candidate Profile
Experienced in cross-functional collaboration with finance teams and business stakeholders in a complex corporate environment.
Skilled in deep-dive financial analysis and proactive issue resolution.
Comfortable managing multiple projects under pressure with strong organizational and communication abilities.