Revenue Analytics - Associate

Join our Corporate Finance Analytics (CFA) team and help shape the financial strategy of a global leader in financial services. In this role, you will gain a broad perspective on how our firm operates, develop expertise in financial analysis, and work directly with senior management on high-profile projects. You will build critical thinking, project management, and communication skills, while collaborating with teams across the firm. This is an opportunity to grow your career and make a meaningful impact.

As a Revenue Analytics Associate within the Corporate Finance Analytics team, you will provide financial analysis and insights to support senior management’s decision-making on strategic matters and issues. You will collaborate with business units and functions across the firm, gaining exposure to senior leaders and the broader financial services industry. Your work will help drive key projects, competitor analysis, and financial reporting that shape our business strategy.

Job responsibilities 

• Analyze the firm’s financial performance, focusing on balance sheet, net interest income, and noninterest revenue.
• Analyze business drivers across varying economic scenarios for the entire Firm and four major lines of business, coordinating with key business leaders and partners
• Articulate revenue drivers to senior finance management, including the Director of FP&A and Firm CFO, playing a vital and accountable role
• Lead ad hoc net interest income and balance sheet analysis to assist the Investor Relations team in addressing investor inquiries
• Support preparation for external and internal events/conferences, such as Investor Day, OCFO Offsite, and Senior Leaders Conference
• Manage weekly and/or monthly firmwide financial reporting, along with ad hoc reporting requests from senior management
• Create PowerPoint presentations for senior management, including ad hoc analysis, townhall presentations, and other BAU reporting
• Complete ad hoc projects and analysis for high-priority and topical matters and issues for senior management

Required qualifications, capabilities and skills 

• Minimum 2 years professional experience, in planning and analysis, investor relations, corporate finance
• Advanced PowerPoint and Excel skills
• Strong analytical, creative thinking and problem solving skills
• Strong verbal and written communication skills, with the ability to articulate complex matters and issues clearly
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Ability to multi-task and navigate an unstructured environment
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams 
• Integrity in handling highly sensitive and confidential information

Preferred qualifications, capabilities and skills 

• Bachelor’s Degree in finance, accounting, economics, sciences, or engineering preferred