D&PS Finance Management Associate —Wholesale Lending Services

Join the Digital & Platform Services – Wholesale Lending Services Finance Management team as an Associate responsible for delivering financial oversight, forecasting and budgeting coordination, variance analysis, and senior-management reporting supporting Wholesale Lending operations and strategic initiatives. You will partner across Business Managers, Finance, and P&A stakeholders to provide accurate results, clear driver-based insights, and scalable reporting—while advancing centralized process improvements, strong financial controls, and automation (including the use of firm-approved AI-enabled analytics/workflow tools where appropriate) with disciplined governance, documentation, and human review.

 

Key Responsibilities

• Financial Oversight: Calculate, validate, and consolidate month-end actuals, year-end outlook, and budget / planning submissions, ensuring accuracy, completeness, and alignment to business priorities.
• Variance Analysis & Business Commentary: Produce driver-based variance analyses (Actuals vs Forecast vs Budget), identifying root causes and translating changes into clear, decision-ready commentary for senior leaders.
• Senior Management Reporting & Presentations: Deliver weekly, monthly, quarterly, and ad hoc reporting packages with clear narratives, visuals, and executive summaries. Create concise, high-impact PowerPoint materials that connect financial outcomes to operational drivers.
• Reporting Automation, Dashboards & Data Quality:  Build and enhance reporting capabilities, including dashboards and standardized self-service views, improving transparency and reducing manual effort. Where applicable, leverage firm-approved AI-enabled tools to accelerate routine analysis while ensuring human validation, documented assumptions, and audit-ready traceability.
• Centralized Process Improvement & Controls: Drive centralized process improvements to strengthen financial controls and  reduce cycle times. Identify control gaps and implement practical remediation steps in partnership with Finance and P&A teams.
• Strategic Project Execution: Support strategic initiatives across Wholesale Lending Services by providing financial analysis, tracking, and storytelling; contribute to project execution through strong data skills and structured problem solving.

 

Required Qualifications

 

• Bachelor’s degree in Accounting, Finance, or a related quantitative/technical field.
• 5+ years of relevant experience in Finance Management / FP&A (or similar), including forecasting, budgeting, and variance analysis with senior stakeholder exposure.
• Strong technical data capabilities; advanced proficiency in Excel and PowerPoint for modeling and executive presentations.
• Excellent written and verbal communication skills; ability to articulate complex issues clearly and concisely.
• Inquisitive, diligent, and comfortable challenging assumptions constructively; high integrity with sensitive information.
• Proven ability to perform under tight deadlines; collaborative, trusted partner across Business, Finance, and P&A teams.

 

Preferred Qualifications

 

• Familiarity with BI tools, databases, and SQL querying.
• Experience improving controls, automating finance processes, and building dashboards/self-service reporting.