Financial Accounting/Financial Planning | Analyst | New York New York · · Analyst

Goldman Sachs Bank AG; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Join a leading global investment banking firm as an Analyst in New York. This role offers a unique opportunity to collaborate across divisions, providing critical financial analysis and strategic insights. You'll work closely with clients, preparing detailed financial reports and assisting with personal financial planning. Ideal candidates thrive in fast-paced environments, possess exceptional attention to detail, and have strong communication skills. This position not only offers competitive compensation but also the chance to grow within a diverse and inclusive workplace that values individual contributions and fosters professional development.

Qualifications

• 0-3 years of experience in finance or a related field.
• Proficient in MS Office with strong communication skills.

Responsibilities

• Providing comprehensive personal financial planning and investment services.
• Preparing reports on cash flow, tax projections, and investment performance.

Skills

MS Office (Excel, PowerPoint, Word, Outlook)

Attention to detail

Strong communication skills

Project management

Client service

Education

Bachelor's degree in Finance or related field

Job description

Opportunity Overview

CORPORATE TITLE: Analyst

OFFICE LOCATION(S): New York

DIVISION: Skillset

MORE ABOUT THIS SKILLSET

Collaborating with groups across the firm to develop and manage the firm's forward-looking strategic and financial plans, including profit, loss, and financial resources.

Our team collaborates with each of the firm's businesses, Controllers, Corporate Treasury, and Risk, among other groups at the firm, to gain the expertise required to provide critical analysis to project and forecast financial results. We use our expertise to execute strategic initiatives to provide internal clients, such as firm and divisional leadership, access to financial information more efficiently and effectively.

If you apply to this skillset, you will be considered for multiple roles across the firm that require this skillset. Please note division and function examples below are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business.

DIVISIONS AND JOB FUNCTIONS

• Controllers play a key role in measuring and accurately reporting the profitability of the firm’s complex products, services, and businesses globally.
• Corporate Controllers are responsible for external and internal financial reporting for the firm and its subsidiaries.
• Product Control is responsible for the integrity of the books and records for the firm and the firm’s managed investment funds.
• Regulatory Controllers are responsible for regulatory capital, reporting, and policy globally.
• Controllers Risk Governance Office (CRGO) is responsible for the dynamic identification, measurement, and mitigation of firmwide financial reporting risks.

Goldman Sachs Ayco Financial Counseling (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce.

• We are seeking Financial Planners/Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential. They are also responsible for:
• Working one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning, and tax services.
• Preparing various reports for clients in the areas of cash flow planning, income tax projections, and investment allocation.
• Extensive telephone contact and/or face-to-face interaction with clients to obtain information and provide advice.
• Preparing income tax returns for clients.
• Assisting in financial planning projects and analysis.
• Obtaining a working knowledge of brokerage account opening, funding, and other transactions.
• Attending client meetings to gain an understanding of the service model and deliverables.

BASIC QUALIFICATIONS

• 0-3 years of prior work experience in a relevant field.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
• Highly organized with exceptional attention to detail and follow-through.
• Strong ability to manage multiple projects with competing deadlines.
• Team player with a positive attitude and strong work ethic.
• Strong communication skills (written and verbal).
• Ability to work in a fast-paced environment.
• Ability to adapt quickly to a variety of industries and businesses.
• Ability to self-direct, analyze and evaluate, and form independent judgments.
• Ability to effectively interact and build relationships with senior management and global stakeholders.
• Commercially savvy with the ability to exercise discretion with respect to highly confidential/sensitive information.
• Integrity, ethical standards, and sound judgment.

Salary Range

The expected base salary for this New York, New York, United States-based position is $70,000 - $115,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.