Company Overview
Jefferies is a leading global, full‑service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. We are committed to building a culture that provides opportunities for all employees regardless of differences and supports a workforce that reflects the communities where we work and live.
Role
A Financial Planning & Analysis Analyst is required to coordinate and run the firm’s expense allocation process. The role will have full ownership of the global process from allocation metrics collection through to delivering insightful analysis and responding to business queries. As we transition our allocations process to a new software platform, the analyst will immediately engage in the project, steer system set up, testing, and implementation. Further development of our allocations process and reporting is planned over the medium term; the role will take the lead in these efforts and will develop a detailed knowledge of expense flows and underlying drivers.
Key Responsibilities
- Collect, review and upload allocation statistics from global stakeholders
- Perform periodic reviews (e.g. methodology review, statistics refresh cycles, unallocated outstanding balance review) with providers and receivers
- Own and support the allocations system: design, testing and enhancement during and after implementation
- Maintain and develop allocations logic, methodology and documentation, ensuring accuracy, consistency and auditability
- Operate robust change control for methodology updates with clear impact assessment for decision making
- Execute monthly allocations as part of the firm’s close process: monitor allocation runs and troubleshoot issues
- Review and analyze allocation results, investigate variances and explain drivers
- Develop and distribute monthly reporting: analysis of allocation outputs and translate results into clear, decision‑ready insights
- Coordinate with Corporate FP&A team to ensure division heads have full transparency on allocations to the business
- Serve as primary point of contact for front‑office expense queries and coordinate communication between expense providers, receivers and the global FP&A team
- Support internal and external audit requests by providing data, documentation and process evidence
- Develop and maintain standard documentation and user guides
Background & Skillset
- Significant experience in FP&A with demonstrated ownership of a firm‑wide expense allocation process (end‑to‑end: metrics collection through close, reporting and business query support)
- Strong working knowledge of allocation methodologies, cost driver design, provider/receiver models and expense flow analysis; ability to explain outputs clearly to senior stakeholders
- Hands‑on experience supporting finance system implementations/migrations (requirements, UAT, issue triage, go‑live readiness and post‑implementation enhancements)
- Proven ability to execute monthly allocations as part of close, including run monitoring, reconciliations, variance analysis and timely issue escalation
- Excellent data discipline and control mindset: validation of global inputs, maintenance of allocation logic/methodology, audit‑ready documentation and evidence provision
- Experience operating robust change control for methodology updates, including impact assessment and stakeholder sign‑off
- Strong stakeholder management and communication skills; credible primary point of contact for front‑office and Corporate FP&A expense/allocation queries across a global organization
- Advanced Excel skills and comfort working with large datasets and finance systems; experience with allocation platforms and reporting tools a plus
- Bachelor’s degree required; accounting/finance qualification (ACA/ACCA/CIMA/CPA) preferred
Equal Employment Opportunity
Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
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