What are the responsibilities and job description for the Financial Planning and Strategy Associate position at Social Capital Resources?
Top-Tier Investment Bank in NYC is seeking an FP&S Associate for a permanent position with their growing team!
Responsibilities:
- Provide analytical support for strategic planning and reporting team.
- Develop financial models for performance management.
- Monitor revenue pipeline
- Project future revenues
- Prepare dashboards
- Lead aspects of CRM data management - including data integrity of client records
- Analyze historical market data and performance market trends
- Create/ conduct PowerPoint presentations incorporating data tables, charts and design elements using data and analysis
- Communicate with senior management on findings
Requirements:
- Bachelor's degree in finance/accounting
- 1-3 years of financial reporting experience - Big 4 preferred
- Working knowledge of investment and corporate banking and capital market products
- Must be proficient in Excel and PowerPoint
- Strong data reporting experience - Salesforce, Dealogic, Bloomberg, Thomson Reuters, Capital IQ
- Strong presentation skills
- Results-oriented; Strong work ethic
Salary : $100,000 - $125,000
