FPA Consultant - Treliant LLC
New York, NY
About the Job
We are currently looking for a Financial Planning and Analysis Consultant with experience within Financial Services / Investment Banking to come on board and work with our Tier 1 Investment Banking clients.
Who are we? Treliant is a global consulting firm serving banks, mortgage originators and servicers, FinTechs, and other companies providing financial services. We are led by practitioners from the industry and the regulatory community who bring deep domain knowledge to help our clients drive business change and address the most pressing compliance, regulatory, and operational challenges. We provide data-driven, technology-enabled advisory, implementation, and staffing solutions to the regulatory compliance, risk, financial crimes, and capital markets functions of our clients. Founded in 2005, Treliant is headquartered in Washington, DC, with offices in New York, London, Belfast, Northern Ireland and Łódź, Poland. For more information visit www.treliant.com. |
About the role
While the scope of each project may be different, your duties & responsibilities may include:
Financial Planning & Analysis is responsible for providing senior management with analysis and insight into our clients financial results.
Responsible for the region’s management reporting,
Work closely with a variety of corporate and business functions to provide insights and inform decision making for the firm’s executive leadership.
- Designing and building robust, strategic financial analyses to achieve or support specific business initiatives and outcomes.
Work closely with a variety of seasoned professionals across teams and functions to create management information for senior executives to aid in understanding revenue performance, expense trends, resource consumption, and how these parameters inform business strategy.
Who are we looking for?
Qualifications & Experience
Attention to detail, focus on accuracy, intellectual curiosity, and experience with financial data and business writing.
Minimum 3 years of specific roles in business planning, budgeting and/or financial analysis required.
Capacity to multi-task and deal with shifting priorities, while always maintaining focus on delivering timely information to management or other key stakeholders.
Ability to articulate thoughts and communicate in a clear and concise manner, across all levels in the organization.
Desire to work proactively and contribute to business growth and transformation.
Strong knowledge of Excel and PowerPoint; familiarity with Hyperion Planning/Essbase a plus
Professional Skills
Communication – advanced interpersonal & communication skills. Able to liaise confidently with senior stakeholders, either over the phone or via email
Team player – able to work well within dynamic and goal-focused teams
Process driven – able to become quickly proficient in new processes and systems
Detail-focused – very strong attention to detail
Multi-tasking – highly organized and able to balance various responsibilities simultaneously
Professionally sceptical – able to identify and flag up anomalies for review
Decision-making – strong decision-making in a fast-paced and pressurized environment
Commitment – strong work ethic and delivery focused
Why Treliant?
Career Development - We put an emphasis on personal and professional growth by providing all the training you’ll need to become a highly skilled Treliant consultant. Programs cover Finance, Regulatory, Technology, and Operational aspects of investment banking. On top of that, we also provide support in obtaining highly sought-after industry-recognised qualifications.
Clients – As a Treliant consultant, you will be working with some of the top clients in the financial services marketplace, such as top tier Investment Banks. Our roles place you at the cutting edge of the projects on which you’ll be working, and give you the opportunity to learn from, work with and build relationships with the very best within those companies.
Rewards – Treliant offers our permanent staff an excellent compensation package. View our full list of benefits here.
Core Values – Whether you are a Client or an employee, Treliant wants the best for you. All our relationships are based on our Core Values: Deliver Excellence, Constantly Innovate, Treasure Diversity, Be Nimble, Listen First, and Develop our People.
Diversity & Inclusion – Treliant is an Equal Opportunity Employer. Treliant, LLC is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, colour, religion, creed, national origin or ancestry, ethnicity, sex, pregnancy, sexual orientation, gender (including gender nonconformity and status as a transgender individual), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state, or local law.
Right to Work
Treliant is not in the position to provide sponsorship for this current position and so applicants must be able to work in the United Kingdom without requiring sponsorship.
Please note, Treliant receive a high volume of applications for all roles. While we will endeavour to respond to all applicants, this is not always possible. Should you not receive a response to your application within 2 weeks, it is likely that you have been unsuccessful on this occasion. However, we would like to retain your details on our systems for 6 months and may contact you should another potentially suitable vacancy arise