Finance & Business Management

Join our dynamic Commercial & Investment Banking Finance & Business Management 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 Planning and Analysis Lead within the Commercial & Investment Bank Support in the Finance & Business Management team, you will be responsible for steering the financial planning and analysis function. You will collaborate with various departments to offer insights and recommendations, guarantee effective execution of major initiatives, and provide crucial financial reporting and analysis that influence 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 provides you with the opportunity to make a significant impact while working in a fast-paced dynamic environment.

• Analyze large amounts of data to create impactful analysis to our budget
• Partner with Business Management to ensure timely and accurate headcount and expense projections
• Generate monthly, annual, and multi-year forecasting
• Prepare of accurate and timely monthly financial reporting packages
• Analysis and create executive level presentation using Pitch Pro+
• Conduct ad-hoc analysis as required
• Prepare presentations and executive material for business reviews, and other leadership presentations
• Package and present projections, performance trends, and performance outlooks in an executive format
• Design management reporting packages to communicate business results in a transparent and concise manner to all constituents
• Coordinate deliverables with project managers and other F&BM teams supporting client LOBs/sub-LOBs
• Collaborate with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources

• Bachelor's Degree
• Strong presentation skills and ability to tell the story on initiatives
• Strong interpersonal skills and the ability to work collaboratively; develop strong partnership with multiple levels of employees
• Strong project planning and management abilities in combination with proven teamwork and influencing skills
• Handle multiple priorities and produce successful results in a fast paced environment
• Strong analytical skills with attention to detail
• Interpret and present complex data
• Develop strong, positive relationships with business stakeholders
• Mature, independent, highly organized, self-motivated and a team player
• Work with data in a strategic manner and partner with reporting and technology teams to develop strategic reporting and analysis solutions
• Proficient in Excel, Powerpoint/Pitchpro.

• 7-10 years of relevant finance/accounting experience
• Experience with Paragon a plus