Finance Associate Jobs

JOB DESCRIPTION

Principal Responsibilities

• Analyze current and past trends in the areas of revenue, expenses and other key performance indicators to improve design and accuracy of financial forecasts.
• Partner with the businesses in developing financial models and analyses to support strategic initiatives, including product expansion economics
• Work closely with broader Finance organization, Risk, Corporate Strategy and HR on firmwide initiatives
• Participate in team-wide projects with the autonomy to innovate and develop new ways to analyze the business
• Prepare monthly financial dashboards for senior management reflecting actual results, and comparisons to forecasts / budgets.
• Develop financial analysis, which is value-added to decision making and assessing business performance
• Play an active role in the firm’s annual budget and forecasting processes by working with the organization’s leadership to incorporate initiatives

Qualifications/Skills Required

• 2+ years’ experience in Financial Services
• Advanced quantitative and problem solving skills
• Ability to interact with senior management, peers and professional staff;
• Strong Microsoft Excel and PowerPoint skills (Pivot tables, macros, VBA); Knowledge of Tableau a plus
• Able to prioritize in a fast moving, high pressure, constantly changing environment; High sense of urgency
• Ability to communicate effectively, including presenting ideas both in written presentations and to small groups
• Good team player with a strong willingness to participate and help others.
• Communicating with impact to effectively manage upward to influence decisions. Quick learner, Detail oriented; Demonstrable thoroughness and strong ownership of work.
• Bachelor’s Degree in Accounting / Finance or related field is preferred