Investment Banking Associate at KeyBanc Capital Markets supports advisory and capital mandates. Collaborates with industry bankers and executes various analyses and presentations.
About the role
- Drive business performance through financial planning and analysis while partnering globally with leaders. Overseeing forecasting, budgeting, and month-end closing within a strong team environment.
Responsibilities
- Business partnering with leaders and VPs and the other cross-functional teams located globally
- Build and retain a strong and effective team
- Oversee month-end close and reporting activities, forecast, variance analysis and reporting of operating expense (as well as Contra)
- Drive continuous process improvements both within the team and with the business
- Provide analysis and recommendations to leadership groups quickly and effectively to drive results
- Ensure strict adherence to corporate policies and GAAP regulations
- Partner with leadership on risk awareness for projects
- Develop key insights to provide finance senior leadership visibility into areas of risk
- Work within finance and technology partners to identify areas of opportunity for improvement
- Prepare and present results and forecasts to senior leaders
- Track and re-trend results against forecasts and budgets
Requirements
- 8+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.
- Forecasting, Budgeting and Long Range Planning for Topline metrics including Volume and Revenue
- Strong Partnership with Product leaders to connect roadmap and initiatives to Financial performance
- Cross Functional collaboration with Risk, Payment Partnerships, Marketing and other Finance teams to provide an end to end view of Product/ Business performance
- 3+ years of people management experience
Benefits
- medical, dental, vision, life and disability insurance
- parental and family leave
- 401(k) savings plan
- paid time off
- flexible work environment
- employee shares options
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