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Business Partner Associate, Financial Analysis
3 months ago
Join a Leading Global Investment Firm
We are seeking a talented Finance Associate to become a vital member of our Finance Business Partner team within the Management Analytics division at CPP Investments. In this essential role, you will provide significant financial insights that support strategic decision-making across various investment sectors. This position demands a robust background in financial analysis, outstanding communication abilities, and a collaborative spirit to thrive in a fast-paced team environment.
Key Responsibilities:
- Engage with team members to evaluate investment department data and communicate findings to senior leadership.
- Develop compelling materials, including data visualizations, to enhance discussions and facilitate informed decision-making.
- Assist in the annual business planning cycle by formulating budgets that align with departmental objectives.
- Guarantee the precision and relevance of financial data for reporting purposes.
- Contribute to innovative data initiatives and offer valuable insights to internal stakeholders.
- Collaborate closely with Finance colleagues to create reporting dashboards that adapt to the organization’s analytical requirements.
- Cultivate positive relationships with team members and other departments within the organization.
- Respond to ad-hoc requests to aid in investment assessments and strategic planning.
Qualifications:
- A minimum of 4 years of experience in financial analysis within the financial services industry.
- A degree in Finance, Accounting, or a related discipline; professional certifications (CFA, CPA, CIPM) are advantageous.
- Familiarity with SQL, Python, Tableau, or Power BI is preferred.
- Strong presentation capabilities using MS PowerPoint.
- Highly organized with meticulous attention to detail and the ability to perform under pressure.
- Effective project management skills and the ability to coordinate with various stakeholders.
- Self-driven, adaptable, and capable of innovative thinking.
- Proven ability to work both independently and as part of a team.
- Must exemplify high performance, integrity, and collaborative principles.