D&PS Finance Management Associate —Wholesale Lending Services.

You will join the Digital & Platform Services – Wholesale Lending Services Finance Management team as an Associate, providing financial oversight across month-end actuals, outlook, and planning cycles while supporting Wholesale Lending operations and strategic initiatives. You will partner closely with Business Managers, Finance, and P&A stakeholders to deliver accurate results, driver-based insights, and senior-management reporting. You will also advance centralized process improvements, strengthen financial controls, and scale automation and reporting (including firm-approved AI-enabled analytics/workflow tools where appropriate) with clear governance, documentation, and human review.

Job Responsibilities

• Financial Oversight, Planning & Forecasting
  • You will calculate, validate, and consolidate month-end actuals, year-end outlook, and budget/planning submissions, ensuring accuracy, completeness, and alignment to business priorities.
  • You will coordinate forecasting and budgeting activities and ensure inputs and outputs are delivered on time and to required standards.
• Variance Analysis & Senior Commentary
  • You will produce driver-based variance analysis (Actuals vs Forecast vs Budget), identify root causes, and translate results into clear, decision-ready commentary for senior leaders.
• Senior Reporting & Executive Materials
  • You will deliver weekly, monthly, quarterly, and ad hoc reporting packages with clear narratives, visuals, and executive summaries.
  • You will create concise PowerPoint materials that connect financial outcomes to operational drivers and support senior-management discussions.
• Automation, Data Quality & Scalable Reporting
  • You will build and enhance reporting capabilities, including dashboards and standardized self-service views, to improve transparency and reduce manual effort.
  • You will leverage firm-approved AI-enabled tools where applicable to accelerate routine analysis while ensuring human validation, documented assumptions, and audit-ready traceability.
• Controls & Process Improvement
  • You will drive centralized process improvements to strengthen financial controls and reduce cycle times, identify control gaps, and partner with Finance and P&A to implement practical remediation.
• Strategic Initiative Support
  • You will support strategic initiatives through financial analysis, tracking, and structured storytelling, applying strong data skills and disciplined problem solving.

Required Qualifications, Capabilities and Skills.

• Bachelor’s degree in Accounting, Finance, or a related quantitative/technical field.
• 5+ years of experience in Finance Management, FP&A, or similar roles, including forecasting, budgeting, and variance analysis with senior stakeholder exposure.
• Advanced proficiency in Excel and PowerPoint for modeling and executive presentations.
• Strong technical data capabilities to support analysis, reporting, and scalable reporting solutions.
• Excellent written and verbal communication skills; ability to articulate complex issues clearly and concisely.
• Demonstrated ability to challenge assumptions constructively with high integrity and discretion with sensitive information.
• Proven ability to perform under tight deadlines and partner effectively across Business, Finance, and P&A stakeholders.

Preferred Qualifications, Capabilities and Skills.

• Familiarity with BI tools, databases, and SQL querying.
• Experience improving controls, automating finance processes, and building dashboards or self-service reporting.