P&A Senior Associate - Global Private Bank

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems.

In addition, you will assist the department and other team members with special projects or components of other projects as needed.

As a Senior Associate on the Global Private Bank financial analysis team, you will be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies. In this role you will be part of the central Financial Planning & Analysis (FP&A) team where you will gain a broad exposure to the revenue and expense drivers of Asset & Wealth Management.

You will be expected to interact not just within the FP&A teams, but also across the Finance & Business Management function and with peers and management across the business.

• Calculate and consolidate month-end results, forecast for the remainder of the year, and budget for future years
• Manage strong partnership with global teams across the organization
• Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets/time periods
• Produce weekly/monthly/quarterly and ad-hoc reporting of the results and drivers for senior management with an enhanced focus on reporting dashboards
• Enhance controls and streamline processes, introducing automation where possible
• Manage reporting oversight ensuring deadlines are met and that reporting is accurate and timely
• Work on projects to drive global consistency and create synergies across the team

• Bachelor's degree in Business, Accounting, Finance or a subject of a technical nature
• 5+ years of progressive experience in financial planning and analysis, corporate finance, or related roles
• Strong financial acumen with deep understanding of budgeting, forecasting, variance analysis, and financial modeling.
• Intermediate proficiency in Microsoft Office Suite, particularly Excel and Power Point
• Strong verbal and written communication skills with the ability to articulate complex issues clearly; comfortable communicating with all levels of the organization including C-Suite and Executive levels
• Exceptional attention to detail and accuracy, with the ability to manage large datasets and ensure data integrity.
• Proven ability to work cross-functionally and build relationships across teams and organizational levels, including senior leadership and executive stakeholders.
• Ability to manage multiple priorities, meet tight deadlines, and operate effectively in a fast-paced environment.
• Strong organizational skills and a proactive, self-starter approach with a continuous improvement mindset.