Associate – Fp&A

Overview

• Support FP&A Executive Reporting and Analytics team in management reporting for US operations across multiple banking sectors.
• Collaborate across business partners and teams to align with local and international data and regulatory requirements.
• Prepare presentations and reports for senior management, including financial analytics and business performance reviews.
• Enhance reporting and budgeting processes to streamline financial data production and improve decision-making.
• Monitor monthly allocation and inter-entity reconciliations to ensure accuracy and compliance.
• Assist in planning and executing cross-functional projects, including revenue forecasting and productivity initiatives.
• Contribute to maintaining data reporting standards and integrity as per organizational requirements.
• Collaborate with counterparts across finance, back office, and front office to support trends in key performance indicators.

Key Responsibilities & Duties

• Prepare detailed financial reports and presentations for senior management on a regular basis.
• Develop and analyze budget versus actual variance reports to support decision-making processes.
• Enhance financial reporting processes to improve efficiency and data accuracy.
• Monitor and support monthly financial allocations and reconciliations across entities.
• Collaborate with finance and business teams to identify trends in revenues, expenses, and assets.
• Assist in executing cross-functional projects, including forecasting and productivity improvement initiatives.
• Ensure compliance with organizational and regulatory reporting standards.
• Support data integrity and reporting standards as per head office requirements.

Job Requirements

• Bachelor’s degree in finance, accounting, or a related field is required.
• Minimum of 3 years of experience in FP&A within the financial services industry.
• Proficiency in Excel, PowerPoint, and ERP tools such as Hyperion, Anaplan, and PeopleSoft.
• Strong understanding of banking products and their revenue and expense relationships.
• Excellent problem-solving skills and attention to detail are essential.
• Ability to work collaboratively across teams and manage multiple priorities effectively.
• Experience with organizational hierarchy and income statement databases is highly preferred.
• Strong communication skills to liaise with international and local counterparts.