Associate – Central Expense & Headcount Management (P&A)

About the Role

Are you energized by turning numbers into narratives that shape strategic decisions? Our Financial Planning & Analysis (FP&A) team sits at the heart of the business, partnering with senior leaders to drive profitability, efficiency, and smart growth. As a Senior Associate, Central Expense & Headcount, you’ll own two of our most important financial levers— **headcount and expenses **—and translate complex data into insights that influence how the line of business operates and invests.

Candidates Profile: The ideal candidate is a finance professional who combines strong analytical capability with business curiosity and stakeholder engagement. The individual should be comfortable working through financial planning, expense analysis, reporting and decision support. This role is well suited for someone who enjoys understanding business drivers, solving problems, improving processes, and providing insights that help senior stakeholders make informed decisions.

Candidates from P&A, FP&A, CFO teams, corporate finance, valuation, financial research, banking finance, business management, consulting, or analytics roles are encouraged to apply. If you’re a curious problem-solver who thrives on both precision and impact, we’d love to hear from you.

Job Responsibilities:

• Deliver insight, not just numbers — Build performance metrics, executive-ready presentations, and analysis that help senior management make faster, better-informed decisions.

• Own the financial cycle — Manage the end-to-end process for month-end results, full-year forecasts, and multi-year budgets, ensuring accuracy and timeliness.

• Explain the “why” — Perform variance analysis to identify key drivers, and present clear commentary to FP&A Managers and CFOs on changes versus prior forecasts and budgets.

• Modernize reporting — Design new dashboards and reports that deliver financial results to senior leaders efficiently and intuitively.

• Raise the bar on controls — Strengthen controls, streamline workflows, and introduce automation to reduce manual effort and risk.

• Lead transformation — Champion process improvement, automation, and dashboarding initiatives that elevate how the team works.

• Shape the reporting roadmap — Drive the analysis, design, and development of Expense and Headcount reporting from concept to delivery.

Required Qualification:

• MBA, CA, CFA, CPA, Post Graduate degree in Finance, Economics, Accounting, Business, or related discipline.

• 8+ years of relevant experience in one or more of the following areas: Planning & Analysis / FP&A, CFO support or business finance, Corporate finance, Expense management, Financial reporting and management reporting, Financial research or valuation, Banking, financial services, consulting, or analytics

• Advanced proficiency in Excel and PowerPoint; hands-on experience with Essbase or any financial reporting system.

• Excellent verbal and written communication skills, with the ability to distill complex issues and present financial insights clearly to senior audiences.

• A highly motivated self-starter with strong time-management and prioritization skills, able to thrive under tight deadlines.

• An inquisitive, diligent team player who is detail-oriented, well-organized, comfortable challenging peers constructively, and able to juggle competing priorities.

• Strong analytical and problem-solving skills, with the ability to work through large data sets and communicate conclusions concisely.

Nice to Have (Preferred)

• Proficiency in financial modeling.

• Experience with Business Intelligence tools (e.g., Tableau, Alteryx, Power BI).

• Programming or automation skills (e.g., Python, SQL, VBA) to support process automation.