Job responsibilities:
- Own the core planning and analysis activities such as budgeting, forecasting, and senior management reviews for the Enablement Technology FP&A team.
- 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 Enablement Technology Finance & Business Management teams and the Firmwide FP&A team to manage the end-to-end delivery of the Technology budget and forecast.
- Collaborate with stakeholders to deliver on key senior management and external presentations such as quarterly earnings, Investor Day, MBRs and QBRs.
- Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards.
- Collaborate with 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.
- Proven experience delivering timely, high quality presentations and/or reporting for various projects with competing priorities.
- Capable of exercising leadership; willing to make challenging decisions and high energy, proactive, strategic thinker with excellent ability to solve issues and conflicts.
Preferred qualifications, capabilities, and skills:
- A degree in Finance, Accounting, Business, or a related field.
- Experience with digital transformation initiatives and relevant technologies.