Job responsibilities:
- Own the core planning and analysis activities such as budgeting, forecasting, and senior management reviews for the CIB Central P&A team. This role requires extensive hands-on experience in running the budget and forecast process and exceptional attention to detail.
- Demonstrate strong executive presence and communication skills with the ability to interact and present to senior levels of the organization. Ability to multitask, prioritize, and deliver under tight timelines.
- Partner with the CIB Line of Business P&A teams and the Firmwide P&A team to manage the end-to-end delivery of the CIB budget and forecast. Consolidate and analyze financial results and communicate to CFOs and business heads in ways that allow for actionable insights impacting business performance.
- Collaborate with Strategy, Earnings, and Line of Business P&A teams to deliver on key senior management and external presentations such as quarterly earnings, Investor Day, CIB Townhalls, and QBRs.
- Enhance expense and headcount analysis, providing senior management with key themes and trends that support strategic decision-making.
- Partner with the Finance Integration Office to align the management reporting model with changes to business hierarchies and the booking model.
- Collaborate with CIB and Firmwide infrastructure teams to support the digital transformation agenda.
Required qualifications, capabilities, and skills:
- 10+ years of experience in Finance, Accounting, Business Management, or Strategy.
- Strong problem-solving skills, leveraging a versatile skillset to identify and recommend ways to address issues with performance, strategy, and organizational effectiveness.
- Exceptional financial modeling and analytical skills, with the ability to analyze large and disparate data sets and synthesize them into clear conclusions.
- Strong relationship and interpersonal skills, along with the ability to interact with senior business and functional executives.
- Strong communication, executive storytelling, and presentation skills, both written and verbal.
- Proficiency in PowerPoint and Excel; high level of detail orientation.
Preferred qualifications, capabilities, and skills:
- A degree in Finance, Accounting, Business, or a related field.
- Experience with digital transformation initiatives and relevant technologies.