Associate Financial Planning & Analysis (Reporting & Analytics)

About the role

We are seeking an Associate to support the FP&A team to play a key role in Management Reporting for Americas region. This role requires strong analytical skills, attention to detail, the ability to collaborate across multiple business partners and other teams in Finance and align with both local and head office (Japan) data and regulatory requirements.

The ideal candidate should have experience in the banking industry, with exposure to multi- entity reporting structure, data hierarchies and should be proficient in working and extracting information from multiple Database systems. This role requires both business and technical expertise, a meticulous approach to data accuracy, and the ability to look for opportunities to enhance or transform current processes.

Key Responsibilities

• Prepare presentations and reports to senior management on a monthly/annual basis, including financial analytics, business revenues and cost drivers and ad hoc reviews
• Maintain data reporting standards and integrity across Markets, Investment Banking and Corporate functions.
• Develop detailed budget vs actual variance reports to drive high quality decision-making and closely monitor Entity performance
• Enhance reporting and budgeting process with a focus on streamlining financial data production and attend to HO (Japan) requests
• Liaise with counterparts across Finance leads back office and front office to identify and support trends in Revenues, Expenses, assets and KPIs.
• Monitor and support monthly allocation and inter entity/company reconciliations
• Assist in planning and execution of various cross-functional projects like revenue forecasting and productivity initiatives

Basic Qualifications

• Bachelor's degree in finance/accounting or business relevant majors (CPA/CFA preferred)
• 3+ years of experience in financial/bank services industry with 1+ year of specific roles in business planning, costs allocation and experience in dealing with large dataset required
• Proficiency in Excel, PPT and ERP tools such as Hyperion, OneStream.
• Strong understanding of Banking products and their revenue/ expense relationship
• Excellent understanding of Organization Hierarchy and Income Statement databases in multiple dimensions: Business line, Entities, Head office reporting etc.
• Excellent problem-solving and communications skills and attention to detail
• Automation/Business Analytics experience is a huge plus. (Python/SQL)

Preferred Qualifications

• Familiarity with US GAAP and/or IFRS
• Knowledge of Business and General Ledger concepts (profit/cost center, trade books, revenues and expenses, inter-entity transfers) at an investment bank or a financial services company

Pay and benefits

The expected base salary ranges from $88,000 - $125,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, including Medical, Dental and 401K plans, successful candidates are also eligible to receive a discretionary bonus.

#LI-Hybrid

Other requirements

• In office attendance is an essential function of this role.
• There is currently a requirement to be in the office a minimum 50% of the time, or five out of every 10 business days.
• Specific information about the requirements for your role will be communicated during the recruitment process.