Lead execution short-term forecasting processes for USPB, coordinating with business FP&A teams
Support the preparation of UPSB business performance reviews (e.g., Quarterly Business Reviews)
Articulate the strategic vision and “story” to key stakeholders internally as well as partner with Investor Relations for external communication at earnings, conferences, investor days and similar events
Analyze monthly results and provide insights on performance relative to financial targets and strategic priorities
Lead the identification, consolidation, measuring and monitoring of key performance indicators (KPIs) across the organization, including the setting of appropriate targets for financial performance
Create ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues across the entire spectrum of business performance
Enhance process and analytics to support management in their business performance reviews
Provide analytical insight, leveraging a core set tools, on a regular basis to senior management; identify opportunities to adopt digital innovation and adoption in reporting and analytics
Prepare innovative visualizations, presentations, and commentary to help summarize complex information and highlight key issues
Provide oversight, coaching and development of team members
Qualifications:
15+ years of relevant experience
8-10+ years of managerial experience
Experience in financial services
Expertise in financial statement analysis, including key accounting and financial/regulatory topics crucial to the success of a large, global financial services institution
Excellent quantitative and data visualization skills with a strong attention to details
Comfortable structuring and executing own workstream and deliverables, especially when presented with only general guidance; knows how to take limited direction and respond with highly effective materials and analysis
Consistently demonstrates clear and concise written and verbal communication
Ability to build and maintain relationships and interact at all levels of an organization
Experience with enterprise financial software, such as Essbase
Demonstrated leadership skills, ability to partner and collaborate with others
Demonstrated problem-solving and decision-making skills
Education:
Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred
Financial Planning & AnalysisFull timeNew York New York United States$170,000.00 - $300,000.00