Associate - Central P&A - Core

Job Responsibilities

• Support the monthly close, budget and planning cycles through the delivery of timely and accurate financial reporting.
• Prepare and review trend analysis, variance analysis and business commentary to inform decision-making.
• Produce and maintain MEV self-serve templates; provide reporting guidance and FDI communications to finance and business teams.
• Validate source data and manage commentary collector processes, encompassing roll-forward preparation, pre-population and submission validation.
• Own end-to-end CFO Summary preparation, managing all review points and ensuring follow-ups are driven to resolution with rigor and urgency.
• Prepare Firmwide commentary submissions, synthesizing diverse business narratives into a cohesive, senior-ready view.
• Partner with P&A, CFO, business management and finance stakeholders to understand variance drivers and evolving reporting requirements.
• Conduct monthly, quarterly and annual variance analysis, identifying key drivers and delivering meaningful insights to support management decisions.
• Support ad hoc requests, issue resolution, deep-dive analyses and strategic finance initiatives.
• Develop presentations and reporting packs for senior management, clearly articulating financial performance, risks and opportunities.
• Leverage AI and automation tools to drive process improvements and operational efficiencies across reporting and planning cycles.

Required Qualifications, Capabilities, and Skills

• MBA, CA or postgraduate degree in Finance, Economics, Accounting, Business or a related discipline.
• 5+ years of relevant experience in Planning & Analysis / FP&A, CFO support, corporate finance, expense management, financial reporting, management reporting, financial research, valuation, banking, financial services, consulting or analytics.
• Strong familiarity with monthly close and reporting cycles, including Business Day sequencing, variance analysis, commentary production and executive pack preparation.
• Solid command of financial statements, expense management, budgeting, forecasting and business performance drivers.
• Advanced Excel and PowerPoint skills — encompassing complex formulas, data validation, version control and executive-ready presentation design.
• Hands-on experience with Essbase or an equivalent financial reporting and planning platform.
• Demonstrated ability to distill complex financial data into clear, concise narratives for CFO and senior leadership audiences, both verbally and in writing.
• Proven ability to manage competing priorities under tight deadlines, sustaining quality and accuracy across multiple simultaneous deliverables.
• Ability to coordinate input from diverse finance and business partners across geographies and functions, building alignment efficiently.
• A highly organized, process-disciplined self-starter who applies rigorous controls thinking to recurring financial workflows.

Preferred Qualifications, Capabilities, and Skills

• Prior experience in banking, financial services or global finance functions, with exposure to Firmwide or line-of-business P&A environments.
• Hands-on experience with business intelligence and automation platforms — Tableau, Alteryx, Power BI or equivalent.
• Working knowledge of AI-assisted finance tools and their application to reporting automation, commentary generation and process optimization.

Company