What We Do
Corporate Planning & Management partners with firm and leadership to understand and manage risks and create solutions through quantitative analysis, projecting and forecasting. We are responsible for firmwide business planning and transformation initiatives. The business planning function collaborates with groups across the firm to develop and manage the firm’s forward looking strategic and financial plans, including the firm’s P&L and financial resources. We identify Key Performance Indicators (“KPIs”) and measure the firm’s performance against these metrics. Corporate Planning & Management is also charged with executing initiatives to transform, streamline and innovate business processes across the firm. These initiatives focus on the availability and reliability of financial information for internal stakeholders.