FP&A Associate

Job description

FP&A Associate

Job Details

• Job Category: Associate
• Requisition Number: FPAA5001830
• Posted: June 10, 2025
• Full-Time
• Florida

Job Description

The FP&A Associate is responsible for supporting activities such as:

• (i) Preparation of financial reports for the head office
• (ii) Budgeting and forecasting
• (iii) providing accurate, complete and timely financial performance reports
• (iv) Creating value for the senior management team by assessing financial trends and planning short and long-term strategic plans
• (v) Supporting the international Wealth Management Services - Bank, Broker Dealer and Asset Management - financial operations

Tasks and responsibilities

• 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 main management reports
• Control of budget variations, comparison of actual and budgeted values and forecasts, highlighting of gaps to support management in preventive and adjusting measures
• Monthly reconciliation of management information with the accounting results
• Improvement and in-depth analysis of spending 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 wealth management segment
• Bachelor's degree in a related field (business administration, economics, engineering)
• Fluency in English. Knowledge of Portuguese is a strong plus.
• Advanced Excel skills and moderate programming skills (Python, SQL or Power Automate)
• Above-average analytical skills in financial reporting
• Excellent organizational and detail-oriented skills
• Multitasking, strong prioritization ability, strong initiative and resources
• Cultural awareness to deal with people from different countries
• Authorization to work in the USA

Compliance

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

We offer

The employer is an Equal Opportunity Employer and is committed to informing all applicants of their rights under federal employment laws.