Associate - Financial Planning & Analysis

Join a team that turns field performance data into clear insights and actionable recommendations for senior leaders. You’ll help shape reporting, influence decisions, and improve how performance is tracked across key initiatives. 

Job summary

 As a Financial Planning & Analysis (FP&A) Associate in Business Banking Field Finance, you will create performance reporting and analytics that support senior leaders and field leadership in decision-making. You will deliver concise insights, develop new reporting views, and improve processes through automation and stronger controls. 

Job responsibilities

• Produce field performance review materials and presentation decks for senior management and field leadership.
• Analyze business performance and provide clear commentary on trends, exceptions, and key drivers.
• Partner with stakeholders to define reporting needs and translate them into effective dashboards and recurring deliverables.
• Design and develop new reporting packages to track performance across field initiatives and strategic priorities.
• Respond to ad hoc analytical requests, including deep dives that identify drivers of performance and progress against initiatives.
• Challenge existing approaches and recommend process improvements that increase efficiency and data quality.
• Drive automation and simplification of reporting processes using approved analytics and visualization tools.
• Manage stakeholder expectations through proactive communication, clear timelines, and high-quality delivery.
• Strengthen reporting controls by partnering with central teams to monitor and improve data accuracy in the underlying infrastructure.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Engineering (CFA/FRM/MBA in Finance is a plus but not required).
• Strong SQL skills, including writing complex queries.
• Experience with data extraction and analysis using tools such as SQL/PySpark SQL/Alteryx/Python/SAS.
• Minimum 5 years of experience delivering analytical projects (e.g., product analysis, statistical modeling).
• Working knowledge of statistical modeling techniques (e.g., time series forecasting, linear/logistic regression).
• Experience building dashboards and analytical outputs using tools such as Tableau, QuickSight, SAS Visual Analytics, or Streamlit.
• Advanced Microsoft Office skills (especially Excel) with excellent written and verbal communication.

Preferred qualifications, capabilities, and skills

• Experience supporting field/channel performance reporting and presenting insights to senior stakeholders.