Job Description

Corporate Planning & Management - Analyst / Sr. Analyst - Divisional CFO Team

Divisional Overview

The Corporate Planning & Management (CPM) partners with firm and divisional leadership to understand and manage risks and create solutions through quantitative analysis, projecting and forecasting. We are responsible for firmwide business planning and transformation initiatives. The business planning function collaborates with groups across the firm to develop and manage the firm's forward looking strategic and financial plans, including the firm's profit and loss, and financial resources. We identify key performance indicators and measure the firm's performance against these metrics. The CPM Division is also charged with executing initiatives to transform, streamline and innovate business planning processes across the firm. These initiatives focus on the availability and reliability of financial information for internal stakeholders. Professionals in CPM have an analytical mindset, exhibit intellectual curiosity and are from diverse academic backgrounds.

Role Overview

This role sits within Divisional CFO team in CPM. The Divisional CFO team members are strategic finance advisors helping the firm and the non-revenue divisions achieve commercial financial opportunities. They partner with divisions to generate budget/projections, highlighting key drivers and initiatives. The team oversees the divisions expenses, reporting and analytics, budgeting, and reforecasting in alignment to firm's strategic plans.

The role requires collaboration with different functions and divisions across the firm on a regular basis, an ability to work independently and ability to interact with stakeholders across the firm. It also entails in-depth analysis and reporting for senior management, requiring diligence and a commercial mindset. The candidate is required to work closely with counterparts in New York, Salt Lake City and Bengaluru. Should have excellent verbal and written communication skills.

Job Responsibilities will include, but not limited to:

• Partner with divisional stakeholders to understand business drivers and initiatives


• Assist in managing non-revenue divisions operating expenses including full ownership and accountability of the of the spend which would include month-end reviews, quarterly and yearly analysis


• Collaborate with divisional leadership teams and product owners across the firm on a regular basis to analyze and forecast spend


• Assist with budget and reforecast cycles including presentation materials for senior leadership


• Assist in identifying areas where we can better leverage technology and automate processes


• Prepare and analyze reports related to allocation of various expenses to different businesses and identifying areas to better leverage tools to ensure correctness of cost allocation


• Perform in-depth variance analysis of budgets and actuals for various expense lines


• Collaborate with businesses, estimate the expenses and allocation to revenue divisions monthly


• Identify potential areas to create operational efficiencies and automate manual processes


• Ensure correctness of General Ledger by reviewing and monitoring month-end closure activities/entries


• Maintain department's organizational hierarchy in multiple systems

Qualifications

• Relevant Bachelor's degree or equivalent qualification with an excellent academic record;


• 1-3 years of relevant experience in the field of finance, accounting, and/or business management


• Analytical capabilities and financial modeling experience


• Excellent communication and interpersonal (written and verbal) skills, strong attention to detail


• Ability to lead across team members and drive assignments to completion


• Ability to multi-task & deliver under pressure


• Solid work ethic and high level of motivation


• Proficient in Microsoft Excel and PowerPoint

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