You are a strategic thinker passionate about driving solutions in Financial Analysis.You have found the right team.
As a Financial Associate within our Finance team, you will be tasked with defining, refining, and achieving set objectives for our firm on a daily basis. Your role will involve supporting the Consumer and Community Banking businesses, which cater to over 61 million consumers and 4 million small businesses across various sectors including Consumer, Business, and Mortgage Banking, Card Services, Auto Finance, and US Wealth Management. Your responsibilities will include collaborating with senior technology management and playing a pivotal role in executing financial processes, analysis, reporting, and maintaining strict governance across a large matrixed organization. A significant part of your role will be focused on Allocation Process Management. Possessing strong technical skills, knowledge of financial systems and related process workflows, and the ability to simplify and analyze large data sets to narrate the story behind the financials will be crucial for this role.
Role and Responsibilities:
- Support all financial processes and reporting, including month-end, actuals, budget, and forecast of various financial and headcount/resourcing metrics and scenarios/views, as well as variance analysis for the P&A function of the Technology business.
- Dive deep into the Cost Allocations process and ensure reports are insightful, containing commentary on key movements and watch items.
- Create financial review decks for senior management that clearly articulate the financial story and strategy to the F&BM and technology stakeholders.
- Identify and leverage best practices from other tech F&BM groups.
- Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics.
- Provide ad-hoc financial analysis to senior management on a frequent basis.
- Identify opportunities and recommend improvements for increased process and reporting efficiencies.
- Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations.
- Adhere to internal compliance policies and other business reporting requirements.
Required qualifications, capabilities, and skills:
- Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 10+ years of post-qualification experience
- Experience in planning and analysis/financial management / accounting environment.
- Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
- Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
- Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
- Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
- Excellent written and verbal communication skills a must
- Individual must be able to work independently as well as in a team situation
- Excellent time management skills and ability to multi task and handle competing priorities under pressure
- Self-motivated individual to go beyond immediate responsibilities
Preferred qualifications, capabilities, and skills:
- In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
- In depth knowledge and experience preferred with visualization and reporting tools such as Tableau, Alteryx.
