Job responsibilities
- Partner with Wholesale Lending Services and Commercial Bank Finance & Business Management to prepare executive presentations – ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story
- Design management reporting packages to communicate business results in a transparent and concise manner to all constituents
- Coordinate deliverables with business managers, finance, project managers and other Finance & Business Management teams
- Demonstrate ability to take analysis and create executive level presentation using PowerPoint PitchPro+
- Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing Wholesale Lending Services strategy
- Partner with Wholesale Lending Services and Commercial Bank Finance & Business Management team to budget and forecast headcount and direct expenses
- Participate in the activity based costing process used to allocate expenses across LOB’s and downstream client profitability system
- Maintain strong professional presence with the ability to communicate directly with all levels
Required qualifications, capabilities and skills
- Bachelor’s degree in Business, Finance, Economics, or other related area
- Experience leading a direct team
- 10+ years of relevant experience in Business Management, Operations, or Consulting
- Strong PowerPoint and Excel skills
- Prior experience in Business Management or Chief Operating Office role analyzing financial data and story-telling
- Highly motivated self-starter with excellent time management/prioritization skills with attention to detail with logical thought process
- Self-motivated, tenacious and able to work with high degree of independence
- Ability to work collaboratively; develop strong partnership with multiple levels of employees
- Excellent written and oral communication skills while developing strong, positive relationships with business stakeholders
- Ability to handle multiple priorities and produce successful results in a fast paced environment
- Ability to interpret and present complex data
Preferred qualifications, capabilities and skills
- Knowledge of or experience with BI tools, databases and SQL Querying
- MBA