Description

Join our dynamic Commercial & Investment Banking FP&A team and play a pivotal role across our Support teams. This high-impact opportunity offers you the chance to ensure senior management has the insight needed to achieve their strategic objectives. Collaborate with senior leaders and key partners across various teams to enable effective execution and make a tangible impact on our business. If you’re detail-oriented, analytical and eager to make a difference, we want to hear from you!

As a P&A Lead within the Commercial & Investment Bank RISK team, you will promote the financial planning and analysis function. You will partner with various departments to provide insights and recommendations, ensure effective execution of major initiatives, and deliver critical financial reporting and analysis that promote strategic decision-making. You will lead and coordinate budgeting and forecasting processes, and prepare management reports for senior management and business leads. Together, we will create impactful presentations and develop strategies that align with our business objectives. This role offers you the opportunity to make a significant impact while working in a fast-paced, dynamic environment.

 

Job Responsibilities

Analyze large amounts of data to create impactful analysis to our budgetPartner with Business Management to ensure timely and accurate headcount and expense projectionsGenerate monthly, annual, and multi-year forecastingPrepare accurate and timely monthly financial reporting packagesAnalyze and create executive level presentation using PitchPro+Conduct ad-hoc analysis as requiredPresent executive material for business reviews, and other leadership presentationsPresent projections, performance trends, and performance outlooks in an executive formatDesign management reporting packages to communicate business results in a transparent and concise manner to all constituents and coordinate deliverables with project managers and other Risk teams supporting client LOBs/sub-LOBsPossess professional presence with the ability to communicate directly with senior stakeholders and must be able to interact and influence colleagues at all levels in the businessCollaborate with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources 

 

Required qualifications, capabilities, and skills: 

College degree3+ years of relevant finance/accounting experienceAbility to handle multiple priorities and produce successful results in a fast paced environmentStrong analytical skills with attention to detailAbility to interpret and present complex dataAbility to develop strong, positive relationships with business stakeholdersMature, independent, highly organized, self-motivated and a team playerAbility to work with data in a strategic manner and partner with reporting and technology teams to develop strategic reporting and analysis solutionsProficient in Excel, Powerpoint/Pitchpro and experience with TM1.