Role Summary

The Financial, Planning & Analysis (FP&A) Analyst is a member of the Technology, Data & Operations (TDO) FP&A team, supporting the Global Client Account Services (GCAS), Global Investment Operations (GIO) and Security business units. This role delivers financial analysis, forecasting, and reporting while partnering with business stakeholders to provide insights that inform business decisions.

Responsibilities

• Partner with GIO, GCAS and Security stakeholders to provide financial insights on expense drivers, trends, and risks.
• Support budgeting, quarterly forecasting, and long-range planning processes.
• Perform monthly variance analysis (actuals vs. budget/forecast/prior periods) and clearly communicate key drivers.
• Support month-end close activities, ensuring accuracy and completeness of financial results.
• Prepare and deliver recurring and ad hoc financial reporting for leadership.
• Analyze financial and operational data to identify trends and summarize actionable insights.
• Support development of materials for business reviews and strategic planning.
• Assist the Senior Manager with advanced financial modeling and business cases.
• Proactively identify risks and opportunities and communicate implications to management.
• Identify opportunities to improve reporting, forecasting, and FP&A processes while ensuring data integrity and control.

Qualifications

Required:

• Bachelor's degree AND
• 2+ years of total relevant work experience

Preferred:

• Bachelor's degree in Finance, Accounting, Economics, or related field strongly preferred
• Strong analytical and financial modeling skills
• Experience with budgeting, forecasting, and long-range planning processes, month-end close activities, and monthly variance analyses
• Ability to automate Excel-based processes
• Strong communication and stakeholder engagement skills
• Experience with financial systems and data tools (e.g., Snowflake, Power BI, or other dashboarding tools)

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$69,500.00 - $118,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$76,500.00 - $130,000.00 for the location of: Washington, D.C.
$87,000.00 - $148,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

• Competitive compensation

• Annual bonus eligibility

• A generous retirement plan

• Hybrid work schedule

• Health and wellness benefits, including online therapy

• Paid time off for vacation, illness, medical appointments, and volunteering days

• Family care resources, including fertility and adoption benefits

Learn more about our benefits.