Finance Planning & Analysis (“FP&A”) is responsible for effectively managing the firm’s forward-looking business planning and strategic transformation initiatives. Our team collaborates with each of the firm’s businesses, Controllers, Corporate Treasury, and Risk, among other groups at the firm, to gain the expertise required to provide critical analysis to project and forecast financial results. We use our expertise to execute strategic initiatives to provide internal clients, such as firm and divisional leadership, access to financial information more efficiently and effectively. Professionals in the Finance division have an analytical mindset, exhibit intellectual curiosity and are from diverse academic backgrounds.
This role sits within the Revenue and Resource Planning team in FP&A. The team’s main responsibility is to centrally coordinate and effectively review and challenge revenue and financial resource forecasting across Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management businesses. A key focus is the integration of capital, funding, liquidity, balance sheet, and risk into the business planning process for optimal resource allocation. The role requires an ability to work independently and an ability to interact with senior professionals in other planning areas. It also entails in-depth analysis and reporting for senior management decision-making, therefore, attention to detail and strong verbal and written communication skills are required for this role. The candidate will work with counterparts across regions on projects and financial analysis.
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