As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.
Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
Primary Responsibilities
- Complete ownership of CIB DPS Central P&A month-end reporting and involves extensive partnering with P&A leads and Finance & Business Managers
- Executing month end activities including tracking, incorporating movements/ changes, data aggregation, validations, mappings and enabling tools ready for reporting
- Flash Reporting - Expense and headcount reporting against plan/ outlook, variance analysis, tracking movements across functions/ individual business
- Preparing Executive Management Report (EMR) on monthly basis for DPS CFO & Management team
- Preparing detailed cost center level allocation reports & analysis cutting across all major businesses & levels incorporating dimensions of time, organization, and scenario views
- Effective engagement with stakeholders, finance managers & aligned teams for updates on expense allocation rules, methodologies, business events.
- Support on monthly forecast, mid-year outlook and annual budgeting exercise and other ad-hoc reporting/ analysis
- Support key DPS initiatives – e.g. location strategy, expense reduction program, resolution & recovery etc.
- Provide support for management reviews and value added analytics
Qualifications
- Bachelor’s degree in Accounting, Finance or a subject of a technical nature
- Between 2 and 6 years of relevant experience in the Finance and Planning field
- Strong analytical skills, effective communication abilities, proven track record of working well within teams and ability to interact with people at different levels and across countries
- Strong attention to detail in supporting management reporting with clear and concise data analysis and presentation
- Experience in Qlikview / Tableau development for management reporting would be an advantage
- Excellent Excel skills; knowledge in Macros/ MS Access/Alteryx/UIPath and financial modeling would be an advantage
- Experience working with global stakeholders will be a plus
- Effective stakeholder management skills
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