Financial Planning Analyst

Russell Tobin; Baltimore (MD); On-site; USD 70,000 - 110,000; Full time

Job summary

Russell Tobin is seeking a Finance professional to support the Investment Banking Division's reporting, budgeting, and forecasting. The role focuses on weekly, monthly, and quarterly management reporting, revenue analysis, and ad hoc inquiries to aid strategic decision-making.

The ideal candidate has 2–5 years in financial services with FP&A or lending products exposure, strong Excel skills, and a solid grounding in controllership accounting.

Qualifications

• 2–5 years of professional experience at a financial services firm.
• Preference for FP&A and/or lending products experience.
• Strong Excel capabilities and analytical skills.
• Understanding of foundational controllership accounting.
• Interest in financial markets and financial products.
• Experience in Financial Services, Audit, Accounting, FP&A, or related functions.
• Strong communication and time-management skills.

Responsibilities

• Create weekly, monthly, and quarterly management reporting for the IBD, including revenue and expense reporting, budgeting and forecasting.
• Prepare weekly external Investment Banking revenue results and forecasts.
• Complete month-end books-to-reported reconciliations and perform related research for IBD.
• Collaborate with Global Controller teams to consolidate commentary for revenue reporting.
• Produce ad hoc reporting and analysis for Corporate Reporting, ISG Reporting, business units, and Finance Management.
• Partner with Technology on system enhancement and reporting projects.
• Participate in testing and implementation of new Investment Banking reporting tools.
• Analyze financial data and reporting trends to support business and management decisions.
• Manage multiple priorities while maintaining accuracy, organization, and attention to detail.
• Identify opportunities to improve existing processes and increase team efficiency.

Skills

FP&A experience

Excel expertise

Lending products knowledge

Controllership accounting

Financial markets interest

Analytical skills

Communication skills

Tools

Excel

PowerPoint

Job description

The Finance Division supports the firm’s books and records, risk management, and financial reporting while serving as a strategic advisor to business units and senior management. The Investment Banking Division (IBD) Divisional Reporting team is responsible for revenue, expense, risk, and metrics reporting for the Investment Banking business.

This role will support weekly, monthly, and quarterly management reporting, budgeting and forecasting, revenue analysis, financial reconciliations, and ad hoc reporting. The ideal candidate will have 2–5 years of experience within a financial services firm, with a preference for experience in FP&A and/or lending products, along with strong Excel capabilities, analytical skills, and an understanding of foundational controllership accounting.

Responsibilities

• Create weekly, monthly, and quarterly management reporting for the Investment Banking Division, including revenue and expense reporting, budgeting, and forecasting.
• Prepare weekly external Investment Banking revenue results and forecasts.
• Complete month-end books-to-reported reconciliations and perform related research for IBD.
• Collaborate with Global Controller teams to consolidate commentary for revenue reporting.
• Produce ad hoc reporting and analysis for Corporate Reporting, ISG Reporting, business units, and Finance Management.
• Partner with Technology on system enhancement and reporting projects.
• Participate in testing and implementation of new Investment Banking reporting tools.
• Analyze financial data and reporting trends to support business and management decisions.
• Manage multiple priorities while maintaining accuracy, organization, and attention to detail.
• Identify opportunities to improve existing processes and increase team efficiency.

Qualifications

• 2–5 years of professional experience at a financial services firm, preferably with exposure to FP&A and/or lending products.
• Strong working knowledge of Microsoft Excel.
• Knowledge of AI and transformational tools.
• Understanding of foundational controllership accounting principles.
• Interest in or familiarity with financial markets and financial products.
• Previous experience in Financial Services, Audit, Accounting, FP&A, or related functions.
• Strong analytical, problem-solving, and communication skills.
• Ability to work effectively with challenging stakeholders and meet demanding deadlines.
• Exceptional attention to detail and strong organizational and time-management skills.
• Ability to multitask effectively in a fast-paced environment.
• Willingness to evaluate existing processes and identify opportunities to improve team efficiency.
• Strong proficiency in Excel and PowerPoint preferred.
• Self-starter with the ability to work collaboratively and deliver high-quality results.
• Ability to work effectively across Finance, Technology, Controller, Corporate Reporting, and business teams.

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Eligible employees may have access to healthcare benefits, including medical, dental, and vision coverage; supplemental accident, critical illness, and hospital indemnity coverage; 401(k); life and disability benefits; Employee Assistance Program (EAP); legal support; auto, home, and pet insurance; and vendor discounts.

Russell Tobin is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all qualified applicants and employees. We also comply with applicable Fair Chance laws, including the California Fair Chance Act and applicable local ordinances. Reasonable accommodations are available for qualified individuals with disabilities and others as required by applicable law.