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Financial Analyst, Budgeting & Planning

Jefferies & Company, Inc.
Jersey City, NJ Full Time
POSTED ON 1/2/2024 CLOSED ON 1/22/2024

What are the responsibilities and job description for the Financial Analyst, Budgeting & Planning position at Jefferies & Company, Inc.?

Description

Jefferies Group LLC, the largest independent, global, full-service investment banking and capital markets firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company.

ROLE:

The successful candidate will be responsible for helping the team expand its reach to cover all of support, by bringing standardization and efficiency to financial reporting, expense management, and budgeting. The role will include monthly/quarterly reporting, owning the cost allocation process, assisting in the month-end close and managing any analytical requests that arise. Candidates must be strong communicators, who will seek to develop a partnership with our Front Office and Support teams.

RESPONSIBILITIES:

  • Financial analysis and reporting to a broad range of stakeholders, both within corporate support as well as senior management
  • Support the budget/forecast process bi-laterally, by both helping to create budget and forecasts, and tracking costs to budget and adjusting forecasts as needed
  • Assist in the month-end close process, ensuring accruals are posted and expenses are monitored for accuracy throughout the close
  • Responsible for trading fee allocations, support cost allocations and associated ad-hoc analysis and reporting
  • Contributing and leading on team’s streamlining and automation initiatives across all of corporate support
Qualifications


JOB REQUIREMENTS:

  • 5 to 7 years of FP&A or relevant experience
  • Accounting background, or general understanding of accrual accounting preferred
  • Analytical and forward thinking problem solver
  • Strong Excel skills and knowledge of business modeling
  • Business Intelligence and Essbase/Hyperion Planning knowledge a plus
  • Clear and effective communication style including ability to work with Senior Management

The salary range for this role is $110,000-$120,000.

At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law.

All employees must follow Jefferies’ COVID-19 protocol policy, which is subject to change.

Primary Location: US-NJ-Jersey City

Job: Controllers/Finance

Organization: Corporate

Schedule: Full-time

Job Posting: Feb 13, 2023, 9:46:54 AM

Salary : $110,000 - $120,000

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