Business & Planning Advisor – C&IB

Responsibilities

• Support and oversee a portion of the business portfolio, ensuring initiatives are tracked, aligned, and progressing as planned
• Act as a liaison between partner teams and technology leads to bridge gaps and drive collaboration
• Coordinate across multiple initiatives to ensure priorities and deliverables remain on track
• Develop and manage reporting for leadership, including dashboards, metrics, and performance insights
• Create clear, concise, and visually compelling executive presentations and decks
• Leverage data to identify trends, risks, and opportunities across the portfolio
• Partner closely with leadership and cross-functional teams through regular interactions and updates
• Ensure all stakeholders are informed, aligned, and equipped with relevant information
• Facilitate communication between technical and non-technical audiences
• Apply project management practices to oversee timelines, deliverables, and dependencies
• Maintain visibility into initiative status and proactively address risks or blockers
• Drive consistency in reporting and communication across initiatives

• 5+ years of industry-relevant experience
• Strong analytical and problem-solving skills
• Experience working with Business Intelligence (BI) tools (e.g., Power BI, Tableau, or similar)
• Advanced proficiency in Microsoft Excel and Power Point
• Excellent verbal and written communication skills, with the ability to engage effectively with leadership
• Demonstrated experience managing multiple projects or initiatives simultaneously
• Ability to translate complex data into actionable insights for diverse audiences
• Financial acumen with the ability to interpret and communicate financial data
• Experience working in cross-functional environments involving business and technology teams
• Strong organizational and prioritization skills in a fast-paced environment
• Stakeholder management and influence

• Analytical Skills
• Problem-Solving Skills
• Financial Data Interpretation
• Data Visualization
• Reporting and Metrics Development

• Verbal Communication
• Written Communication
• Organizational Skills
• Prioritization Skills
• Collaboration