You are a strategic thinker passionate about driving solutions in financial planning and analysis. You have found the right team.
As a Vice President in Commercial Investment Banking Payments Planning & Analysis within our Financial Planning & Analysis team, you will spend each day leading and coordinating the budgeting and forecasting process. You will define, refine, and deliver short- and long-term projections of earnings and capital over varying economic scenarios. Collaborating closely with firmwide groups in each line of business, you will prepare management reports and presentations for the Operating Committee and the Board of Directors. Your role will involve handling large amounts of data, analyzing P&L and balance sheet promoters, and promoting process automation. This position offers an excellent opportunity to enhance your analytical, problem-solving, and project management skills in a fast-paced environment.
Job responsibilities
- Prepare, consolidate, review, and analyze key financial activities, including budget and mid-year forecast, financial updates for the Board, Operating Committee, and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics, and business performance drivers.
- Execute processes with an emphasis on accuracy and timeliness, meeting deliverables on prescribed timetables/calendars.
- Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enhance understanding of individual LOB financial results.
- Lead additional one-off and repeatable analyses as required by senior management.
- Communicate and coordinate effectively with LOBs and corporate functions areas, such as External Reporting, Investor Relations, and CFA.
- Support ad hoc projects as necessary.
Required qualifications, capabilities and skills
- Bachelors Degree in Accounting, Finance, Economics, or related field.
- Advanced Microsoft Office skills, particularly in Excel and PowerPoint.
- Strong skills in Alteryx, Python, and Tableau to drive process automation.
- Experience in the consolidation, review, analysis, and presentation of financials.
- Exceptional analytical, problem-solving, critical thinking, and project management skills with a proven track record of execution against deliverables.
- Excellent oral and written communication and relationship management skills.
- Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and meet deadlines under pressure.
- Self-starter who is driven to excel in all aspects of their role and seeks to break the status quo and initiate improvements where necessary.
Preferred qualifications, capabilities and skills
- 8+ years professional experience in handling large amounts of data, analyzing P&L and balance sheet drivers preferred.
- Previous experience in a finance/planning role in banking or financial services strongly preferred.
You are a strategic thinker passionate about driving solutions in financial planning and analysis. You have found the right team.
As a Vice President in Commercial Investment Banking Payments Planning & Analysis within our Financial Planning & Analysis team, you will spend each day leading and coordinating the budgeting and forecasting process. You will define, refine, and deliver short- and long-term projections of earnings and capital over varying economic scenarios. Collaborating closely with firmwide groups in each line of business, you will prepare management reports and presentations for the Operating Committee and the Board of Directors. Your role will involve handling large amounts of data, analyzing P&L and balance sheet promoters, and promoting process automation. This position offers an excellent opportunity to enhance your analytical, problem-solving, and project management skills in a fast-paced environment.
Job responsibilities
- Prepare, consolidate, review, and analyze key financial activities, including budget and mid-year forecast, financial updates for the Board, Operating Committee, and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics, and business performance drivers.
- Execute processes with an emphasis on accuracy and timeliness, meeting deliverables on prescribed timetables/calendars.
- Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enhance understanding of individual LOB financial results.
- Lead additional one-off and repeatable analyses as required by senior management.
- Communicate and coordinate effectively with LOBs and corporate functions areas, such as External Reporting, Investor Relations, and CFA.
- Support ad hoc projects as necessary.
Required qualifications, capabilities and skills
- Bachelors Degree in Accounting, Finance, Economics, or related field.
- Advanced Microsoft Office skills, particularly in Excel and PowerPoint.
- Strong skills in Alteryx, Python, and Tableau to drive process automation.
- Experience in the consolidation, review, analysis, and presentation of financials.
- Exceptional analytical, problem-solving, critical thinking, and project management skills with a proven track record of execution against deliverables.
- Excellent oral and written communication and relationship management skills.
- Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and meet deadlines under pressure.
- Self-starter who is driven to excel in all aspects of their role and seeks to break the status quo and initiate improvements where necessary.
Preferred qualifications, capabilities and skills
- 8+ years professional experience in handling large amounts of data, analyzing P&L and balance sheet drivers preferred.
- Previous experience in a finance/planning role in banking or financial services strongly preferred.
