FP&A Associate

Job description

Job Details

• Job Category: Associate
• Requisition Number: FPAAS001830
• Posted: June 10, 2025
• Full-Time
• Florida

Tasks

• Preparing and analyzing financial reports, extracting and highlighting relevant information and trends, evaluating company, team and individual performance and supporting management in decision making
• Responsibility for the preparation and analysis of head office reports
• Control of budget variations, comparison of actual and budgeted values and forecasts, highlighting of deviations to support management in preventive and adjusting measures
• Monthly reconciliation of management information with the accounting results
• Improvement and in-depth analysis of spend to drive productivity initiatives for sustainable growth
• Supporting the head of department with special projects and requests
• Proactive initiation of new ideas and methods for the efficient management of the respective business areas
• Compliance with BSA/AML laws, rules, regulations and the Bank's BSA/AML policies and procedures

Requirements

• Knowledge of banking, preferably in the area of wealth management
• Bachelor's degree in a related field (business administration, economics, engineering)
• Fluent in English, Portuguese is an advantage
• Advanced knowledge of Excel and moderate programming skills (Python, SQL or Power Automate)
• Above-average analytical skills in financial reporting
• Excellent organizational and detail-oriented skills
• Ability to multitask, strong prioritization skills, strong initiative and resources
• Cultural awareness to deal with people from different countries
• Authorization to work in the USA

We offer

• Equal opportunities as an employer

Other

• Compliance with anti-money laundering and banking secrecy legislation and related policies, laws, rules and regulations, as well as Itau's related policies and procedures