Corporate Planning & Management-Business Planning-Dallas-Analyst

Posted 12 Days Ago
Dallas, TX, USA
In-Office
Junior
Fintech • Financial Services
The Role
Supports firm-wide business planning, budgeting, forecasting, and operating expense analysis. Partners with divisional leaders to assess revenue, capital, headcount, and expense drivers; develops reporting comparing actual performance with plan; improves automation and budget fidelity; and prepares analysis and presentation materials for senior leadership. The role collaborates with global counterparts and supports quarterly and ad hoc business planning updates.
Summary Generated by Built In

The Corporate Planning & Management (CPM) division integrates financial planning, spend management, third-party risk management, product management and engineering teams to support strategic decisions across the firm. 

 

Finance & Planning drives business planning, budgeting, and analytics across revenue, expense, liquidity, and capital. The pillar includes divisional CFOs providing strategic finance advisory, Product Finance managing non-compensation expense governance, and Corporate Insurance & Advisory overseeing the firm's insurance needs and risk mitigation.

Global Procurement strategically manages third-party engagement, optimizing value and mitigating risks across the supply chain. Key functions include Strategic Sourcing, Third-Party Risk Management (TPRM), Procure to Pay (P2P), Travel, and Sustainable Operations driving ESG initiatives.

Product & Reporting manages the product lifecycle for CPM technology platforms and delivers comprehensive reporting, dashboards, and analytics. The team oversees financial planning and analysis systems, spend management tools, and TPRM solutions while providing stakeholders with actionable insights for evidence-based decisions.

CPM Management provides strategic oversight, operational support, communications and change management, and risk governance across the division.

 

Professionals in CPM have an analytical mindset, exhibit intellectual curiosity and are from diverse academic backgrounds. This role sits within the Finance & Planning pillar.

 

The role requires collaboration with different functions across the firm on a regular basis, an ability to work independently, and ability to interact with senior professionals across the firm. It also entails in-depth analysis and reporting for senior management, requiring diligence and a commercial mindset. The candidate is required to work closely with global counterparts and should have excellent verbal and written communication skills. 

 

Job responsibilities will include, but are not limited to: 

  • Assist with preparation of firm business plan and participate in budgeting and reforecasting cycles including assistance with presentation materials and supporting details for Senior Leadership 

  • Partner with divisional leadership to understand business drivers and initiatives across revenue, financial resources, capital resources, headcount and operating expenses

  • Develop reporting and detailed analysis of the firm’s operating budget including tracking Actual performance versus Plan

  • Drive automation, improve budget fidelity and linkage of business drivers into actionable insights for Senior Leadership

  • Support the team in collaboration with businesses during quarterly and ad-hoc Business Planning updates 

Qualifications:

  • Relevant bachelor’s degree or equivalent qualification with an excellent academic record; MBA a plus 

  • 0-2 years of relevant experience in the field of finance, accounting, and/or business management 

  • Analytical mindset and knowledge of financial modeling

  • Excellent communication and interpersonal (written and verbal) skills, and strong attention to detail

  • Ability to multi-task & deliver under pressure

  • Solid work ethic and high level of motivation

  • Proficient in Microsoft Excel and PowerPoint

Skills Required

  • Relevant bachelor's degree or equivalent qualification with an excellent academic record
  • 0-2 years of relevant experience in finance, accounting, and/or business management
  • Analytical mindset and knowledge of financial modeling
  • Excellent written and verbal communication and interpersonal skills
  • Strong attention to detail
  • Ability to multitask and deliver under pressure
  • Solid work ethic and high level of motivation
  • Proficiency in Microsoft Excel and PowerPoint
  • MBA

Goldman Sachs Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Goldman Sachs and has not been reviewed or approved by Goldman Sachs.

  • Healthcare Strength — Healthcare is described as offering multiple plan options with subsidized premiums and prescription coverage. Materials indicate there are no pre-existing condition limitations in the U.S. summary.
  • Retirement Support — Retirement benefits are considered competitive, including employer 401(k) matching and access to financial education and planning resources. These features position long-term savings as a core component of the package.
  • Parental & Family Support — Family-support programs include paid parenting leave, family-care leave, and resources such as childcare support and lactation rooms in some offices. These offerings signal emphasis on supporting caregivers alongside work.

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The Company
HQ: New York, NY
67,118 Employees

What We Do

At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. More about our company can be found at www.goldmansachs.com

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