Financial Planning & Analysis - Associate

Job description

About the role This Portugal-based role will support firmwide, global financial planning with a primary focus on expense management. Responsibilities include budgeting and forecasting of operating expenses and investment spend, analysis of key financial and performance indicators, and monthly/quarterly management reporting (including support during the close). The position will partner closely with global business leads, Expense Controllers, Procurement, and Finance stakeholders across regions to strengthen cost visibility, improve forecasting accuracy, and drive disciplined spend decisions. The Firmwide Financial Planning & Analysis (FP&A) – Associate will be a member of the Corporate Finance team, reporting into the Head of Financial Planning & Analysis, Senior Vice President. Responsibilities: - Own and support budgeting and forecasting of the firm’s consolidated expense base (including compensation, non-compensation, headcount, and discretionary spend) and annual investment spend, partnering with line of business FP&A teams, business leads, and department heads; provide analysis of budget vs. actuals and rolling forecasts. - Assist in preparation and coordination of the annual...