Job Description

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.


As a Corporate Sector FP&A Associate, you will support Corporate Sector CFOs and their Finance & Business Management teams on financial forecasting, budgeting, reporting, earnings, CCAR, Resolution & Recovery, and other strategic priorities. You will partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Each day, you will define, refine, and deliver set goals for our firm, supporting the Corporate Central Analytics & Reporting Team across key Corporate P&A priorities, including P&L, headcount, and Balance Sheet forecasting and budgeting, the quarterly earnings process, RWA, CCAR, R&R, and relationship management of critical Corporate P&A stakeholders.

Job responsibilities

Act as a liaison across corporate functions, including Controllers, Firmwide Planning & Analysis (P&A), Tax, HR Finance, and other relevant teams, to effectively execute the Comprehensive Capital Analysis and Review (CCAR), Quarterly Capital Stress Testing, and Resolution and Recovery agenda. Performance annual/continual financial planning and month end close activities for Central Team, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, budgeting, trends, and exception reports Perform stress forecasting calculations and manage submission deliverables for CCAR and Quarterly Capital Stress Testing, ensuring accuracy and compliance with regulatory requirements. Oversee routine Resolution and Recovery deliverables, as well as the annual regulatory resolution plan mandated by the Federal Reserve and the Federal Deposit Insurance Corporation (FDIC). Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management. Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets. Proactively partner closely with stakeholders across the broader finance and business management organization to assist in the development of Corporate Sector's consolidated monthly financial forecast and annual budget (P&L and Balance Sheet). Own the relationship with key Corporate P&A stakeholders including Firmwide P&A, LOB's, Corporate Capital Stress Testing (CCST) CCAR, R&R and Investor Relations, and serve as a primary conduit of business intelligence on behalf of Corporate P&A. Assist in the Corporate Sector quarterly earnings submission, including partnering with Regulators, Firmwide P&A, Investor Relations, Controllership and Tax to assess quarterly results, develop a thorough earnings narrative for senior management, and prepare relevant internal materials and external filings. Construct ad-hoc financial models and analytics to support critical Corporate Sector priorities and enable thoughtful senior management decision making. Build and maintain relationships with peers across Corporate P&A to develop broad insight of the businesses across Corporate Sector and ensure firmwide priorities and targets are implemented uniformly across the segment. Help design new reports and dashboards to efficiently deliver the financial results to senior management. Enhance controls and streamline processes, introducing automation where possible.

Required qualifications, capabilities, and skills

Strong technological aptitude, including Excel, PowerPoint, Word and Essbase skills Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Communication skills - Ability to write and articulate financial results succinctly and efficiently in varying degrees of detail and form depending on the audience Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently adjusting priorities Sound judgment and independent decision making are required. Ability to maintain composure in a fast-paced environment and prioritize projects accordingly Proficiency with data mining/gathering and manipulation of data sets Inquisitive, enthusiastic and diligent, and capable of challenging peers Proven track record for executing on special projects / assignments, often with little lead time or information

Preferred qualifications, capabilities and skills

CA or MBA degree in Accounting, Finance preferred 6+ years of work experience, preferably in Financial Services, and/or accounting/ P&A background Highly motivated and able to thrive and think clearly under pressure and tight deadlines Highly motivated self-starter with excellent time management/prioritization skills Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams * Technical skills & experience using tools like Alteryx, data visualization tools etc. will be added advantage