Associate - Financial Planning & Analysis, Corporate Strategy

Associate - Financial Planning & Analysis, Corporate StrategyCountry : United States of America

The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis function.

S / he will provide well-analyzed, data driven recommendations and conclusions to inform strategic decision making. S / he will also identify process improvements and work cross functionally within the organization, influencing others regarding financial objectives, impacts, FP&A policies, practices, and procedures.

Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes.

Conducts cadenced and ad hoc financial and economic analysis, forecasting through use of financial models and evaluates alternate financial plans.

Prepares, analyzes, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results.

Analyzes profit-and-loss income statements, balance sheets and prepares reports on findings to inform budgeting and cost recommendations to management.

Develops, improves, independently manages one or more processes (financial models, reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure.

Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and strategic business decision making.

Influences others regarding financial objectives, impacts, FP&A process policies, procedures, and practices.

Recommends industry and peer data sources to enhance reporting with benchmarks to support business cases.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications and Experience :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education : Bachelor's Degree or equivalent work experience, preferably focused in a quantitative discipline such as Finance, Accounting, Economics, Analytics, Mathematics, Engineering, etc.

Work Experience : + years; FP&A, Financial Services, Investment Management or related fields. Prior experience in the Banking or Financial Services Industry is a plus.

Skills and Abilities :

Excellent verbal and written communication skills.

Strong financial analysis, modeling, and problem-solving skills utilizing data and financial trends.

Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and critical thinking ability.

Proficient in Microsoft Office with emphasis on Excel and PowerPoint. SQL knowledge is a plus.

Ability to convey a sense of urgency and drive issues / projects to closure.

Ability to prioritize and manage multiple projects simultaneously.

Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.

Excellent interpersonal skills with ability to build relationships at all levels of management.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties.

You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time.

This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

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