Associate, Financial Planning & Analysis
Boston, United States of America
The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. S/he will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the 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 financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes, interprets financial results. Analyzes profit-and-loss income statements and prepares reports on findings.
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Essential Functions/Responsibility Statements:
- Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure.
- Enhances the financial understanding of consolidated entity results, products and reporting segments to aid reporting, forecasting and business decision making.
- Prepares analysis under US GAAP and IFRS.
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:
- Bachelor's Degree or equivalent work experience
- CPA, CMA or CFA license is preferred
- 5+ years ; Financial Planning and Analysis in the Banking or Financial Services Industry
Skills and Abilities:
- Excellent verbal and written communication skills.
- 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.
- Strong financial analysis, modeling, and problem-solving.
- Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
- Excellent interpersonal skills with ability to build relationships at all levels of management.
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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Primary Location: Boston, MA, Boston
Other Locations: Massachusetts-Boston
Organization: Santander Holdings USA, Inc.
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO