Consumer & Community Banking - Planning and Analysis - Senior Associate

Lead financial analysis and executive reporting with senior leaders to deliver clear insights that guide critical business decisions

As a Senior Associate in Consumer Banking P&A, you will partner with P&A and other finance teams across the business to understand business and financial results and support the financial analytics and consolidation of monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams. You will also contribute to the analyses that support public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Investor Day and industry conferences.

Job responsibilities

• Support key financial activities including recurring financial reporting, forecasting, and analysis, as well as budget and capital stress testing analytics, controls governance, and business resiliency 

• Perform variance analysis and refine financial storytelling that provides key drivers of the results versus prior forecasts/budgets

• Coordinate and prepare materials for leadership meetings (e.g., Business Reviews) and external forums (i.e., Investor Day, industry conferences)

• Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis)

• Enhance controls and identify process improvement opportunities (e.g., streamline processes, introduce automation, develop new reporting) to efficiently deliver financial results to senior management

Required qualifications, skills, and capabilities:

• Bachelor’s degree in Accounting, Finance, or related field

• 2+ years of professional experience in financial planning and analysis, with demonstrated ownership of recurring financial reporting/forecasting deliverables and experience analyzing P&L and balance sheet drivers

• Advanced Microsoft Office skills (Excel and PowerPoint)

• Strong analytical, critical thinking, and problem-solving skills; ability to distill large quantities of information (both data and qualitative content) into main takeaways

• Excellent relationship management skills and ability to drive change across a large, complex organization

• Ability to multi-task, work well under pressure, and maintain keen attention to detail

• Ability to communicate and present to partners and senior leaders (both oral and written)

• Team-oriented, observes the highest degree of confidentiality, with a passion for driving quantifiable business results

Preferred qualifications, skills, and capabilities:

• Experience with financial systems such as Essbase and Hyperion, or willingness to learn