Financial Planning and Analysis Data Transformation - Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Analyst in our Finance team, you will spend each day defining, refining, and delivering budgeting, forecasting, and management reporting outcomes that support firmwide decision-making. You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of forecasting and budgeting, including analysis of financial and business metrics and development of new reporting capabilities such as dashboards. You will analyze, prepare, and reconcile accounting and technical data, maintain financial and reporting systems, and drive automation and process improvements to streamline cycle times while supporting special projects as needed.

 

Job responsibilities 

• Deliver efficiency reporting, analytics, and strategy, including location strategy, span of control, and related reporting.
• Create financial business cases to support business initiatives.
• Monitor key metrics, drive data quality initiatives across the product area, and define future reporting and analytics needs.
• Support delivery of FP&A data products, ensuring alignment between business needs, data models, and platform capabilities.
• Design and enhance reports and dashboards to deliver financial results efficiently to senior leadership.
• Strengthen controls and streamline processes by introducing automation where possible.
• Support delivery governance across the lifecycle, including dependency management, risk tracking, release readiness, and ensuring timely execution of committed milestones.
• Ensure data quality, stability, and reliability of the product by establishing validation strategies, monitoring health metrics, and driving continuous improvements
   

 

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature
• 6+ years of work experience, in Financial Services, and/or accounting/controller background
• Proficient skills in SQL, Python and Databricks
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• 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 with often little lead time or information
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• 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