Sr. Manager, Corporate Finance

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Job Description Purpose of Job:

The Sr. Manager, Corporate Finance provides enterprise-level leadership, oversight, and accountability for financial planning and analysis, consolidated financial reporting, and key finance processes for the IB enterprise. Reporting to the Director, Corporate Finance & Treasury, this role owns the enterprise AOP process and critical executive deliverables, drives FP&A systems and finance transformation, and provides treasury oversight.

Job Components:

Own enterprise accountability and oversight for the annual operating plan (AOP), ensuring an integrated process, clear milestones, cross-functional alignment, disciplined challenge of assumptions, and timely delivery of enterprise-level outputs.

Provide oversight of enterprise financial reporting and analytics, including consolidated monthly results, CFO and Controller reporting, Monthly Business Review materials, quarterly financial bridges, and reporting to Finance leadership.

Spearhead Board of Directors (BOD) deck management, coordinating the process, timeline, narrative, financial analysis, and cross-functional inputs in partnership with the Director, Corporate Finance & Treasury and Executive Leadership Team.

Lead Capital Committee management, including coordination of the review process, financial materials, decision support, and follow-up on capital requests and related actions.

Maintain a working knowledge of FP&A systems and planning tools, including SAP Analytics Cloud (SAC), to effectively guide and manage the team member responsible for leading system effectiveness, data integrity, reporting capabilities, process consistency, and adoption across Finance and business partners.

Maintain a working knowledge of continuous improvement (CI), artificial intelligence (AI), and finance transformation to effectively guide and manage the team member leading initiatives that improve efficiency, insight generation, controls, and scalability of financial planning and reporting.

Provide enterprise oversight of the financial planning cycle, including AOP, monthly forecasting, enterprise five-year planning, CAPEX planning, and risks and opportunities (R&O); establish standards and hold cross-functional partners accountable for key deliverables.

Oversee enterprise financial reporting and planning deliverables, ensuring clear explanations of performance, trends, risks, and opportunities and providing recommendations to Finance leadership.

Oversee treasury processes and deliverables through the Treasury Manager, including cash flow reporting and forecasting and processes supporting the management and planning of enterprise cash balances.

Provide oversight and prioritization for ad hoc financial analyses and special projects requested by Finance leadership, ensuring rigorous analysis and clear recommendations.

Maintain executive-level visibility into financial performance, key business drivers, and emerging risks; translate complex financial information into concise, actionable insights for senior leaders.

Provide financial oversight and decision support for key cross-functional partners and enterprise initiatives, including CAPEX and other strategic investment decisions.

Lead, coach, and develop direct reports; set priorities, clarify decision rights, and build a high-performing…