Job responsibilities
- Partner with Wholesale Lending Service and Commercial Bank Finance & Business Management team to budget and forecast headcount and direct expenses
- Participate in the activity based costing process used to allocate expenses across various lines of business and downstream client profitability system
- Participate in the budget and planning process, including supporting analytics and forecasting by conducting monthly capacity plan calls with senior business leaders, participating in hiring decisions and operational planning
- Partner with Finance to build out loan origination forecasting models, and transfer those results into actionable volume forecasts
- Assist with build out and enhancement of capacity models across functions and activities
- Assume responsibility capacity plan deliverables for an organization, partnering with business leaders and finance to model the impact of various business drivers to that organization’s staffing needs
- Analyze large amounts of data to create impactful analysis to assist in developing strategy
Required qualifications, capabilities and skills
- Hands-on experience in the use of data to solve complex business problems, leveraging toolsets such as: Qlik Sense, Tableau, SQL, Altyerx, Python
- Strong presentation skills and ability to tell the story on initiatives
- Ability to work collaboratively; develop strong partnership with multiple levels of employees through strong oral and written communication skills
- Ability to handle multiple priorities and produce successful results in a fast paced environment
- Ability to interpret and present complex data with strong Excel skills
- 4+ years of relevant experience
- Bachelor’s Degree
Preferred qualifications, capabilities and skills
- 4-7 years of financial services experience
- Statistics/KPI experience
- Finance Experience