FP&A Associate

Job Description

A Global Bank is seeking an experienced professional to join their team as an FP&A Associate.

Responsibilities:

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• Prepare recurring financial reports and presentations for senior management, highlighting business performance and key trends.
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• Analyze revenue, expenses, and operating metrics to support budgeting, forecasting, and business decisions.
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• Compare actual results with budgets and forecasts, investigate variances, and explain key drivers.
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• Partner with Finance and business teams to maintain accurate data and consistent reporting.
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• Support expense allocations, reconciliations, and cross-functional planning projects.
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• Improve reporting processes and identify opportunities to automate routine analysis.
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Qualifications:

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• Bachelor’s degree in Finance, Accounting, Business, or a related field; CPA or CFA preferred.
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• 3+ years of financial planning, analysis, or management reporting experience within financial services.
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• Experience working with large data sets, budgets, forecasts, and variance analysis.
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• Strong Excel and presentation skills; experience with financial reporting systems preferred.
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• Strong communication and problem-solving skills, with attention to detail.
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• SQL, Python, or reporting automation experience is a plus.
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