Associate Analyst, Financial Planning and Analysis

Role Summary

Completes financial analytics and reporting in support of the business. Responsible for the accuracy and completeness of own work.

Responsibilities

• Conducts historical analyses to support end-to-end processes within Finance, which may include the support for the period close, analyses of performance such as forecasted period revenue and expense against actual results, and metrics and scorecard reporting. Identifies financial trends.

• Compiles and updates short-term and long-range forecasts using multiple inputs and assumptions.

• Performs trend analysis on financial data and operating performance. Identifies and highlights key trends.

• Compiles financial information and conducts analysis for input into various periodic financial reports.

Qualifications

Required:

• Bachelor's degree AND

• 0+ years of total relevant work experience

Preferred:

• Professional work experience and relevant experience, potentially gained through internships 
• Ability to process a variety of information and quickly draw relevant conclusions and summarize results 
• Ability to presents ideas clearly, concisely and persuasively, tailoring message and delivery to different audiences 
• Able to diagnose, analyze, and identify improvement opportunities 
• Understanding of data visualization tools and financial systems
• MS Excel knowledge of complex formulas  
• Holds self-accountable for anticipating and meeting client needs 
• Demonstrates a sense of urgency for reaching goals and achieving results 
• Adapts quickly to changing conditions and builds capability to meet new or evolving priorities 
• Strong sense of teamwork and collaboration 
• Proficient analytical experience using Excel and creating presentations in PowerPoint 

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.