Associate, Payments Trade & Working Capital, Planning & Analysis

Job Responsibilities

• Managing annual and continual financial planning activities for product areas, and providing business rationale and decisions for all month-end financial performance and forecasting.
• Develop and analyze financial results, creating presentations, and providing financial analysis on a variety of topics (e.g. revenues, expenses, headcount) including key drivers of results and explaining changes from prior forecast/budgets, to help communicate to business leads in way that allows for actionable insights on business performance.
• Partner with P&A lead and team members to work on various financial reporting and communicate to business leads / business management in ways that allow for actionable insights that can impact business performance (e.g. monthly business review / quarterly business reviews / budget reviews etc).
• Collaborate with Business Management teams as well as Payments Central & Strategy team on critical presentations and projects such as Period business reviews, Budget reviews, senior management offsites, ad hoc special projects etc.
• Aid in digital transformation agenda: support shaping and execution of strategic initiatives as well as ad-hoc requests by assisting through efficiency reporting, multiple analytics, and helping build long term strategy, including location strategy.
• Conduct "deep dive" analyses on key issues impacting business to determine root cause and propose solutions.

Required Qualifications, Capabilities, And Skills

• BA/BS in Finance, Economics, Accounting (CFA, CPA/ MBA)
• At least 2 years of relevant FP&A or strategic finance experience in the financial services industry
• Proactive thinker with a growth and creative mindset
• Organized and detail oriented with the ability to problem solve
• Strong communication, executive storytelling, and presentation skills, both written and verbal
• Strong PowerPoint and Excel skills required; high level of detail orientation. Proficiency in Alteryx and any other technology to drive automations
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Experience with Planning and Analysis, Business Management, Project Management or Strategy
• Strong financial modeling and analytical skills, with ability to analyze large and disparate data sets and synthesize into clear conclusions
• Strong problem solving skills, leveraging versatile skillset to identify and recommend ways to address issues with performance, strategy, and organizational effectiveness

Preferred Qualifications, Capabilities, And Skills

• Prior P&A experience in Trade & Working Capital or Lending businesses preferred