You are a strategic thinker passionate about enabling strong financial decision-making through disciplined planning, forecasting, and management reporting. You have found the right team.
As an Associate in Planning and Analysis within Financial Planning & Analysis (FP&A), you will spend each day coordinating the budgeting and forecasting process and delivering management reports and presentations for Senior Management. You will be responsible for supporting short- and long-term projections of earnings and capital across varying economic scenarios, partnering closely with firmwide groups across each line of business.
Our FP&A teams are responsible for a wide range of activities including leading budgeting and forecasting cycles, developing scenario-based earnings and capital outlooks, and producing management reporting and presentations that support Senior Management decision-making.
Job Responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
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