Job Responsibilities:
- Prepare executive presentations to package and present business strategy, performance projections, and trends.
- Design monthly and quarterly business management and financial reporting packages.
- Coordinate deliverables with business managers, finance, project managers, and other F&BM teams.
- Analyze large amounts of data to create impactful analysis for WLS strategy development.
- Create executive-level presentations using PitchPro+.
- Budget and forecast headcount and direct expenses with WLS and CIB F&BM teams.
- Assist with the build-out and enhancement of capacity models across WLS functions.
- Participate in activity-based costing processes for expense allocation.
- Partner with Finance to build out CIB LOB loan origination forecasting model.
Required Qualifications, Skills, and Capabilities:
- Bachelor’s degree in Business, Finance, Economics, or related area.
- 8 years of relevant experience in Business Management, Operations, or Consulting.
- Experience and knowledge of complex syndicated lending, including asset-based lending and equipment financing.
- Strong presentation skills and ability to tell the story on initiatives.
- Highly motivated self-starter with excellent time management and prioritization skills.
- Ability to work collaboratively and develop strong partnerships with multiple levels of employees.
- Excellent written and oral communication skills.
- Strong project management and organizational skills.
- Attention to detail with logical thought process.
- Ability to handle multiple priorities and produce successful results in a fast-paced environment.
- Strong PowerPoint and Excel skills required.
Preferred Qualifications, Skills, and Capabilities:
- MBA or Master's degree.
- Experience with lending processes of credit enablement, originations, and servicing.
- Ability to interpret and present complex data.
- Ability to develop strong, positive relationships with business stakeholders.