Job responsibilities
- Serve as the consolidated P&A lead for Global Private Bank
- Drive long-range planning and modeling to drive ROE growth
- Weekly monitoring of GPB business results with reporting to the leadership team
- Support dashboard reporting and ad hoc analysis to support decision making
- Prepare budget materials and lead annual budget process with partners across GPB, highlighting key risks and opportunities
- Working closely with Strategy team to prepare business performance reviews
- Understand key performance indicators (KPIs) across different parts of businesses and help develop new ways to monitor financial performance
- Partner with our India based teams to prepare and oversee the production of accurate and timely financial reports and presentations
- Effectively communicate financial insights to stakeholders across the organization
- Improve and modernize the current reporting package using Analytical tools such as Alteryx, Tableau, and ThoughtSpot
- Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations
Required qualifications, capabilities, and skills
- Bachelor's Degree in Accounting, Finance, Economics, or related field
- 6+ years professional experience
- Advanced Microsoft Office skills (Excel & PowerPoint in particular)
- Experience in the consolidation, review, analysis and presentation of Financials
- Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
- Excellent oral and written communication and relationship management skills
- Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
- Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary
qualifications, capabilities, and skills
- Experience in handling large amount of data, analyzing P&L and balance sheet drivers preferred
- Previous experience in a finance / planning role in banking or financial services strongly preferred
- Experience with internal financial systems such as Essbase and Hyperion preferred