Global Technology Financial Planning & Analysis - Associate

About the role

Join the Global Technology Planning and Analysis (GT P&A) team to support key strategic programs and provide financial oversight for the Global Technology organization's ~68K+ resources and $19B+ spend. The GT P&A team is responsible for partnering across the firm to create a consolidated view of technology spend as well as provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.

Responsibilities

• Support the team to provide accurate and timely financial reporting and analysis
• Maintain oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years
• Partner with the various Tech F&BM teams to provide analytics and insight to technology expenses, risks & opportunities, run rate analysis and efficiency programs
• Auxiliary in producing executive presentations, analysis and supporting materials for key internal clients including senior management; support ad-hoc special projects and requests, as needed
• Perform variance analysis to understand key drivers of the financial results and present commentary to senior management and line of business Tech CFOs explaining changes from prior forecasts/budgets
• Own continuous review of processes and ensure data integrity, with the goal of providing timely and accurate financial reporting and presentations
• Drive efficiencies and process improvements and be involved in transformation processes

Requirements

• Bachelor's degree in Finance, Accounting, Economics or IS (Information Systems)
• 2+ years of work experience with relevant Financial Planning & Analysis experience
• Advanced skills in MS Excel, PowerPoint, Teams, and SharePoint
• Strong analytical skills and proficiency with data mining/gathering and manipulation of data sets
• Prior proven ability to act independently with excellent decision-making skills
• Strong attention to detail with the ability to work well under pressure in a fast paced environment, handling multiple projects and initiatives simultaneously, and able to complete work within timely deadlines with a sense of urgency
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong verbal and written communication skills with the ability to analyze data and present conclusions concisely
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically, and interface with all levels in the organization from senior management to process participants
• Be inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Be a strong team player who is easy to work with, shows commitment and dedication, and can maintain both a positive attitude and high level of performance on high demand/time-sensitive initiatives

Qualifications

• Background in the technology environment is preferred but not required
• Experience in Financial Services