Finance Planning Associate, Finance And Insurance Industry Finance Planning Associate, Finance And Insurance  …

Goldman Sachs
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Goldman Sachs
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Finance Planning Associate, Finance And Insurance Industry
>

Divisional Overview

Finance Planning & Analysis (FP&A) is responsible for effectively managing the firms forward-looking business planning and strategic transformation initiatives. Our team collaborates with each of the firms 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.

Role Overview

This role sits within the Revenue and Resource Planning team in FP&A.  The teams 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. 

RESPONSIBILITIES AND QUALIFICATIONS

Job Responsibilities

  • Primary contact for Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management budgeting and forecasting activities and has expertise in revenue and financial resource drivers, assumptions, constraints, and trends
  • Support Budget / Forecasting exercises including collaboration with Corporate Treasury, Controllers, and Risk to evaluate financial resource forecasts and inputs to the firmwide budget presentation and supporting materials to be shared with senior management
  • Enable further accountability, governance, and efficiency around revenue, interest expense, and financial resource forecasts
  • Play a key role in global initiatives including creating a central planning tool, driver-based planning capabilities with financial and non-financial variables, and a more integrated planning process
  • Support the team in finalizing presentations and financial analysis as requested for senior management meetings
  • Identify process and reporting improvements including areas where we can better leverage technology such as: Anaplan (the firms new planning software), Qlik Sense data analytics platform, and internal models and automated tools
  • Interact with various groups within the firm such as the divisional finance teams, Anaplan Center of Excellence, firmwide strategy, investor relations, and other teams within FP&A

Qualifications

  • Relevant Bachelors degree or equivalent qualification with an excellent academic record
  • 4-6 years of experience in Finance, Planning & Analysis, Corporate Treasury, Business Strategy and Development, Investor Relations or related fields is preferred
  • Analytical capabilities and financial modeling experience
  • Excellent communication and interpersonal (written and verbal) skills, strong attention to Detail
  • Prior knowledge of financial institution regulatory requirements across capital, liquidity, balance sheet, and funding is preferred
  • Ability to lead across team members and drive assignments to completion
  • Ability to multi-task & deliver under pressure
  • Solid work ethic and high levels of motivation
  • Proficient in Microsoft Excel and PowerPoint
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