Job Description

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


As a Financial Associate in our Finance team, you will play a pivotal role in partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. 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, and development of new reporting capabilities such as dashboards. You will advise the line of business CFOs on how to increase profitability and efficiencies.


Your role will involve analyzing, preparing, and reconciling accounting and technical data, as well as preparing reports. You will continuously seek ways to streamline and minimize cycle times through automated applications and process improvement. Additionally, you will help develop recommendations affecting business procedures and operations, and maintain financial and reporting systems. You will also assist the department and other team members with special projects or components of other projects as needed.


As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm, ensuring that our financial strategies align with our business objectives and drive success.

Job responsibilities :

Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting. Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports. Report on efficiency, analytics, and strategy, including location strategy, span of control, reporting, and analytics. Create financial business cases supporting business initiatives. Report on and monitor key metrics, driving data quality initiatives across the product area, and help define future needs of the product area. Develop and track performance metrics, create presentations, and 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. Help design new reports and dashboards to efficiently deliver the financial results to senior management. Enhance controls and streamline processes, introducing automation where possible using Alteryx, Tableau, or any other tools.

Required qualifications, capabilities, and skills:

Bachelor's degree in Accounting, Finance or a subject of a technical nature Advanced skills in Excel and PowerPoint Working knowledge of Alteryx and Tableau Proficiency with data mining/gathering and manipulation of data sets Strong verbal and written communication skills, with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management Proven track record for executing on special projects / assignments, often with little lead time or information Highly motivated and able to thrive and think clearly under pressure and tight deadlines Highly motivated self-starter with excellent time management/prioritization skills Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred qualifications, capabilities, and skills:

Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams * 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background