Financial Planning & Analysis Role - Investment Bank

The Operations and Engineering Finance team is a dynamic and flexible team, constantly adapting to the evolving priorities of the broader organization. Whether collaborating on regional glidepaths building out financial models for speculative business opportunities, or providing transparency into budgetary trends, the team serves as the primary interface between SDOE and cross divisional leadership to ensure alignment and execution of strategies and initiatives.

JOB SUMMARY & RESPONSIBILTIES

- Learn and leverage the firm- financial framework to help fund the organization and enable business decisions and delivery

- Co-pilot business decisions that are grounded in sound financial criteria; act as a strategic financial advisor and monitor outcomes/measure performance

- Maintain and ensure adherence to budget: headcount/hiring, consulting, outsourcing, and travel spend

- Partner with leadership to drive financial literacy and provide transparency and insight through analytics, reporting, and education

- Manage F2B business expenses. Provide transparency into expense trends and partner with business unit leadership to ensure quality of allocation framework

- Articulate concepts and drive ideas forward with the leadership team, including new business opportunities, execution strategies, and budget tracking

- Design, develop and support key financial reports and tracking tools, capabilities and dashboards; ensure compliance with divisional guidelines

- Conduct financial and headcount analysis, including annual and quarterly planning processes

- Provide input to and validate financial reports, including tracking and forecasting of headcount, expenses and allocations

- Leverage available information to suggest focus areas to management; guide managers on the implications of their data

- Influence and guide senior management presentations covering business planning, operating goals and strategic initiatives

- Implement processes/workflows to streamline all aspects of budgeting and financial planning

- Act as a point person across SDO&E for all inquiries and requests on finance related issues