Influence strategic agenda and deliverables for Global Corporate Banking (GCB) in Latin America leadership and senior Finance & Business Management (F&BM) management. Gather, analyze and present data and findings to facilitate decision making and business progression
Coordinate financial management including: pipeline oversight and projections, forecasts, annual budgets, revenue reconciliation and expense management
Analyze the market position to develop growth strategies for Treasury Services, Corporate Finance, Markets, Securities Services and other wholesale banking products
Collaborate across product partners, sales teams and business managers to identify client opportunities to help execute business plans
Coordination of the client agenda – client selection and coverage, prioritization, relationship status, growth opportunities, and performance metrics
Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
Influence production of financial reporting and ad hoc financial analytics and data modeling
Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
Act as trusted advisor and counterweight to GCB bankers and senior heads
Manage other general issues related to real estate, staffing, corporate requests
Required qualifications, capabilities, and skills
6+ years of relevant and related financial services industry experience, ideally coupled with financial and business management experience
Strong analytical and project management skills, with the ability to synthesize and articulate results to a diverse audience. Knowledge of banking products is a plus
Comfortable in a fast-paced environment that requires multi-tasking
Strong analytical and numeric skills, excellent attention to detail
Ability to work well individually and partner effectively
Team oriented and flexible, with an ability to take ownership over projects and proactively move them forward
Structuring and building quantitative and qualitative/conceptual analysis. Understanding of business drivers and modeling
Proficient in distilling data and information into clear, conclusive presentations
Excellent oral and written communication skills
Professionalism, sensitivity, discretion and sound decision-making skills with the ability to interact with senior executives