About The RolePortugal-based role will support firmwide, global financial planning with a primary focus on expense management.
Responsibilities include budgeting and forecasting of operating expenses and investment spend, analysis of key financial and performance indicators, and monthly/quarterly management reporting (including support during the close).
The position will partner closely with global business leads, Expense Controllers, Procurement, and Finance stakeholders across regions to strengthen cost visibility, improve forecasting accuracy, and drive disciplined spend decisions.
The Firmwide Financial Planning & Analysis (FP&A) – Associate will be a member of the Corporate Finance team, reporting into the Head of Financial Planning & Analysis, Senior Vice President.
ResponsibilitiesOwn and support budgeting and forecasting of the firm's consolidated expense base (including compensation, non-compensation, headcount, and discretionary spend) and annual investment spend, partnering with line of business FP&A teams, business leads, and department heads;
provide analysis of budget vs. actuals and rolling forecasts.
Assist in preparation and coordination of the annual budget process across operating expenses, headcount planning, and key performance indicators;
help define expense targets and track progress against firmwide cost objectives.
Develop expense dashboards and management metrics (e.G., run-rate, cost per head, vendor concentration, discretionary spend trends) with clear analytics for the Operating Committee and Business Leads.
Partner with line of business FP&A teams and local Finance stakeholders to develop cost center budgets, expense forecasts, and business-specific unit cost/KPI views;
ensure consistentassumptions and allocation methodologies.
Proactively identify opportunities to enhance expense reporting and governance (standardized cost center views, clearer run-rate reporting, improved forecast cadence) and develop new approaches to evaluate spend efficiency.
Partner with Expense Controllers and budget owners to deliver monthly variance analysis (budget vs. actuals), explain drivers, and identify/track cost optimization initiatives (e.G., vendor rationalization, discretionary spend controls).
Support preparation of monthly management and quarterly board reporting packages, with a strong focus on expense performance: consolidation of budget vs. actuals, revised forecasts, variance commentary, and standardized business line reporting.
Identify and remediate process gaps and implement effective internal controls across expense processes (budget ownership, approvals, accruals, and allocations);
improve documentation and ensure consistent control execution.
Perform cash operating activities related to cash flow, borrowings, debt and capital management, and incorporate insights from expense run-rate and timing (e.G., vendor