Job Description

Join our team to promote budgeting and forecasting processes, create management reports and presentations as part of our Planning and Analysis.

Job Summary:

As a Vice President - Commercial Investment Banking Payments Planning & Analysis within the Financial Planning & Analysis team, you will be primarily responsible for leading and coordinating the budgeting and forecasting process. This includes the short- and long-term projection of earnings and capital over varying economic scenarios. You will work closely with firmwide groups in each line of business to 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 role provides 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 a number of key financial activities including, but not limited to: 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 analyzing business performance drivers Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results Lead additional one-off and repeatable analyses as required by senior management Communicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations, CFA) Support ad hoc projects as necessary

Required qualifications, capabilities and skills:

Bachelor's Degree in Accounting, Finance, Economics, or related field 8+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers Previous experience in a finance / planning role in banking or financial services Advanced Microsoft Office skills (Excel & PowerPoint in particular) Strong skills in Alteryx, Python and Tableau to drive process automation. Experience in the consolidation, review, analysis and presentation of Financials Experience with internal financial systems such as Essbase and Hyperion 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 to 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