This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods.
Responsibilities:
- Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
- Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
- Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory
- Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies
- Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures
- Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
Skills:
- Bachelor's Degree in Business, Finance, Accounting, or related analytical field work experience
- 2+ years’ experience in a BAC finance or analytical role, or 4+ years outside BAC, or 5+ years outside of financial services industry
- Possess intellectual curiosity and a desire to learn the businesses we support
- Demonstrated ability to work independently in a fast-pace environment and manage multiple competing priorities
- Strong attention to detail and self-motivated to achieve personal standards of excellence
- Ability to provide process improvements ideas to increase the overall efficiency, effectiveness and consistency of procedures while managing to lower risk
- Ability to see how technology can be leveraged to drive efficiency
- Strong communication, organization, presentation and analytical skills
- Business Process Analysis
- Collaboration
- Data Quality Management
- Reporting
- Data Visualization
- Financial Analysis
- Financial Forecasting and Modeling
- Financial Processing
- Prioritization
- Analytical Thinking
- Business Acumen
- Business Case Analysis
- Critical Thinking
- Decision Making
DesiredSkills:
- Financial planning, analysis and reporting experience
- Advanced Excel skills
- Knowledge of Essbase
- Experience with CFO visualization and automation tools (e.g., Alteryx, FactSet, Tableau)
1st shift (United States of America)