Job Responsibilities:
- Manage end-to-end ownership of major deliverables for Security Services sub-businesses, including budgeting, forecasting, and executive reviews.
- Consolidate and analyze financial results, providing actionable insights to business leads.
- Collaborate with Business Management, Product Controller teams, and Securities Services Strategy team on critical presentations and projects.
- Create and deliver robust reporting that forecasts performance and assesses offerings.
- Drive key regulatory reporting, such as CCAR and OCC.
- Assist in developing and presenting qualitative and quantitative financial analysis.
- Conduct deep dive analyses on key issues impacting the business.
- Build and maintain strong relationships with key business stakeholders.
- Lead a team of VPs and Associates, providing strategic direction and mentorship.
- Manage accountabilities and expectations at all levels.
Required Qualifications, Skills, and Capabilities:
- BA/BS in Finance, Economics, Accounting.
- 7 years of relevant FP&A or strategic finance experience in financial services.
- Strong problem-solving skills and ability to address performance and strategy issues.
- Exceptional financial modeling and analytical skills.
- Strong relationship and interpersonal skills for interacting with senior executives.
- Strong communication, executive storytelling, and presentation skills.
- Proficiency in PowerPoint and Excel with high attention to detail.
Preferred Qualifications, Skills, and Capabilities:
- CFA, CPA, or MBA.
- Experience in digital transformation initiatives within financial services.