Financial Planning and Analysis, Senior Associate
On-site · Brooklyn, New York, United States
Job Summary
Senior-level FP&A professional in Global Investment Banking, responsible for driving budgeting/forecasting processes, providing financial insights to senior leaders, and preparing earnings materials for the CFO. Collaborates across cross-functional teams to support strategic reviews, benchmarking against industry peers, and headcount/expense optimization. Delivers compelling PowerPoint presentations for senior management and external stakeholders, communicates financial insights clearly, and helps influence decision-making with innovative, data-driven ideas. Requires at least 4 years of financial analysis experience, strong Excel/PowerPoint proficiency, and excellent communication skills within a fast-paced, high-visibility environment.
Required Qualifications
- At least 4 years of experience in financial analysis and presentation tools (Excel, Outlook, Word, PowerPoint)
- Ability to work effectively in cross-functional teams
- Ability to anticipate trends and develop long-term strategies
- Excellent verbal and written communication skills for conveying complex information
- Strong relationship-building and emotional intelligence
- Ability to analyze data and develop innovative, solution-focused ideas
- Manages multiple tasks and adapts to changing environments
- Ensures accuracy and quality in analysis and reporting
- Makes informed, timely decisions under pressure
- Upholds high ethical standards and confidentiality
- Confident and persuasive public speaker
Additional Requirements
- Authorized to work in the United States
- No immigration sponsorship provided by employer
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