Finance Planning & Analysis

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Global Finance and Business Management Specialist within the Business Banking sub lob, you will be responsible for delivering key management reports, handling adhoc reporting requests, providing insightful commentary in reports, playing a key role in producing the Budget decks, supporting CCAR, Risk Appetite and other regulatory reporting processes, and continuously looking at opportunities to simplify / automate / Dashboard BAU processes.

Job Responsibilities:

• Produce management reports on a weekly, monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality
• Handle adhoc requests coming from senior management on metrics and PnL lines in a timely manner by understanding the context of the requests.
• Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner.
• Play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle.
• Handle month close related deliverables including review decks and walks. 
• Support CCAR, Risk Appetite and other regulatory reporting processes as appropriate. 
• Support Investor Day, and earnings-related processes as required
• Continuously look at opportunities to simplify / automate / Dashboard BAU processes

Skills / Competencies Needed/Education Qualifications:

• Proven ability to take initiative, influence others, and achieve results
• Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables, execute toward milestones, and identify roadblocks.
• Strong communication, presentation, planning, and inter-personal skills.  Confidence to work directly with senior managers to influence direction and provide a counter point.
• CA / MBA / CWA with 5+ years of experience in financial planning and analysis
• Strong knowledge of Excel and Powerpoint
• Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions

Preferred qualifications, capabilities, and skills:

• Knowledge and experience of SQL, Python, Data Science, Artificial Intelligence and Machine Learning would be a plus