• Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Credit Suisse -
  • 24 Jun 19

IBCM, Finance – Financial Planning & Analysis (FPA), AVP, New York

We Offer
The IBCM division offers a broad range of investment banking products and services which include advisory services related to M&A, divestitures, and takeover defense strategies, as well as debt and equity offerings. We also offer derivative transactions related to these activities. Our clients include leading corporations, financial institutions, financial sponsors, ultra-high-net-worth individuals, and sovereign clients.

The Investment Banking & Capital Markets (IBCM) Finance team is searching for an individual to support the Financial Planning & Analysis (FP&A) function. IBCM Finance provides financial information and analysis to support divisional management, the Group CFO, and external reporting to investors and regulators. The responsibilities of this role include supporting the Revenue & Performance Analytics function in delivering financial performance of the division to IBCM management team around financial performance of the division. The following are the primary responsibilities for the role:

  • Prepare internal financial reporting and analytics (including but not limited to weekly revenue reporting, regional and global P/L / KPIs / monthly forecast analysis, revenue budgets)
  • Coordinate with Group Finance and Investor Relations and provide inputs to external financial reports and related supporting information, including quarterly and annual financial statement related preparation and analysis
  • Work with stakeholders/ key contacts across the bank to improve data quality, reporting and flow of information and carry out automation initiatives
  • Conduct analysis and produce high quality, insightful content on drivers of divisional performance and outlook
  • Work with Dealogic and other data to analyze industry and competitor trends
  • Contribute to the monthly revenue forecasting and annual strategic financial planning processes
  • Participate in various ad hoc analyses as required


You Offer
  • 3-5 years' experience in banking in accounting, finance, and/or financial planning & analysis or equivalent required
  • Undergraduate degree in accounting, finance or related field preferred; CPA, CFA, MBA advantageous
  • Understanding of the investment banking business and product knowledge (M&A, ECM, DCM, Lev Fin) advantageous
  • Strong analytical, presentation and organizational skills
  • Works well in a demanding, time sensitive environment to meet tight deadlines
  • Strong ability to multi-task with high attention to detail; Able to handle multiple assignments simultaneously.
  • Takes initiative and highly motivated. Able to work independently and pro-actively to identify issues and propose solutions
  • Ability to work well in a team and coordinate across other functions on high profile deliverables
  • Strong technical skills in Excel and PowerPoint and high quality presentation preparation is critical
  • Knowledge of Dealogic advantageous
  • Ability to navigate and interpret large data sets while continuously ensuring accuracy
  • Ability to think critically about processes and continuously seek and propose improvements
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