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Associate - Front Office FP&A

The Associate position will actively support the Front Office in all aspects of financial performance management and contribute to the broader FP&A team’s day to day responsibilities and initiatives.

Responsibilities include:

  • Analyzing the financial results and providing expense commentary
  • Preparing weekly, monthly, and annual internal financial reports for presentation to Senior Management
  •  Maintaining budgets and forecasts while tracking business performance, understanding key business drivers and risks
  •  Actively collaborating with internal teams including product control, corporate accounting, treasury, and financial reporting
  • Preparing ad hoc financial analyses requested by Senior Management
  • Special finance projects determined by the needs of Senior Management

This position requires the following qualifications:

  • Bachelor’s degree required; Finance/Accounting major preferred
  • At least 1 year of experience in the financial services sector and/or FP&A experience
  • Must have strong MS Excel skills; Essbase, Oracle and Tableau familiarity a strong plus
  • A successful candidate must possess strong analytical skills
  • Strong communication skills, interpersonal and team-building skills needed
  • Self-starter, results-oriented and problem-solving skills are desired.