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 / Financial Analysis Associate in our Finance team, you will spend each day defining, refining, and delivering key goals for our firm. You will partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams support a broad range of responsibilities, including financial control; forecasting and budgeting; analysis of financial and business performance metrics; delivery of weekly, monthly, and quarterly management reporting; development of enhanced reporting capabilities (e.g., dashboards); and advising line of business CFOs on opportunities to improve profitability and efficiency.

You will also analyze, prepare, and reconcile accounting and technical data and produce clear, actionable reports. You will continuously look for ways to streamline processes, reduce cycle times, and improve accuracy through automation and process improvement. In addition, you will help develop recommendations that influence business procedures and operating practices, maintain financial and reporting systems, and support the team with special projects and other priority initiatives as needed.

• Manage annual and ongoing financial planning for product areas, including month-end performance, forecasting, consumption/demand planning, budgeting, billing, trend reviews, and exception reporting.
• Deliver efficiency reporting, analytics, and strategy outputs, including location strategy, span of control, and related reporting.
• Create financial business cases to support business initiatives and investment decisions.
• Monitor key metrics, drive data quality initiatives across the product area, and define future reporting and analytical needs.
• Develop and track performance metrics and produce executive-ready presentations and financial analysis for senior management.
• Perform variance analysis to identify key drivers and provide clear commentary on changes versus prior forecasts and budgets.
• Design and enhance reports and dashboards to deliver financial results efficiently to senior leadership.
• Strengthen controls and streamline processes by introducing automation where possible.