Senior Analyst, Financial Planning and Analysis

Job Locations US-NJ-Jersey City
Posted Date 1 month ago(4/15/2020 2:57 PM)
Requisition ID
Professional Area

Who We Are

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

About the Role




Brokerage Financial Planning and Analysis (FP&A) is responsible for recurring and ad hoc executive-level financial management reporting and analytics for E*TRADE Financial Corporation. This role will engage actively with Brokerage business partners, FP&A peer teams, data analytics and other cross-functional groups to develop, report, and analyze information regarding E*TRADE’s financial performance. This individual must possess critical thinking skills, excellent communication and interpersonal skills, and possess an attention to detail, while understanding the macro view. This is an excellent opportunity for career advancement and exposure to business and finance leadership.



  • Joint responsibility for monthly production of the five-year revenue forecast process, maintaining and delivery of Key Performance Indicators (KPI) and Executive Metric Reporting.
  • Create and maintain reports to help analyze actuals and the drivers of change for month close process, weekly, monthly, quarterly analysis and variances to prior forecasts/periods.
  • Build, refine, and automate analytical tools and reporting to measure brokerage business results, leveraging existing infrastructure as appropriate and creating new capabilities as required
  • Partner with Accounting and Finance teams to validate the accuracy and effectiveness of financial results, and that outcomes are understood by all stakeholders
  • Proactively provide analysis and recommend solutions for business process issues
  • Actively participate in preparation of ad hoc business case analysis and special projects by creating thorough, insightful financial models and providing high quality analysis.
  • Enhance financial analysis and reporting and contribute to our continuing process improvement initiatives.



  • At least 5 years of experience in Financial Planning and Analysis within financial services/Brokerage industry
  • Bachelor's degree in Finance, Accounting, Economics or other business related field


  • Self-starter with a strong attention to detail.
  • Strong ability to breakdown and understand financial results, and effectively handle multiple deliverables in a dynamic environment
  • Excellent written and verbal communication skills and the ability to work collaboratively with partners and cross-functional teams
  • Strong Excel/modeling skills
  • Solid technical/analytical skills
  • Advanced knowledge of Hyperion/Essbase/SmartView/Tableau
  • Basic SQL skills 

We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.


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