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Job Description:
Job Description:
This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods.
Responsibilities includeensuring people strategy tactics are implemented and success metrics are met, supporting cross-Treasury management routines, and other operational efforts.
Role offers a unique enterprise experience:
Opportunity to see impact of work being done into the larger context of the bank and its priorities
Varied strategic project work provides exposure to many different groups across Treasury and key stakeholders and leadership
Challenging and dynamic environment requiring critical and strategic thinking
Responsibilities:
Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory
Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies
Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures
Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
Manages multiple project work streams with various timelines, distilling large amounts of information into actionable insights, building out and executing strategy for engaging with business managers, associates and the broader Treasury team
Continually evaluates work objectives against Treasury business objectives; ability to be nimble and make changes as business priorities shift
Proactively recognizes downstream and upstream implications of work activities; appropriately navigates stakeholder engagement to set appropriate expectations
Understands interdependencies of changes within and across Treasury functions, CFO and Enterprise
Skills:
Attention to Detail
Business Process Analysis
Collaboration
Data Quality Management
Reporting
Data Visualization
Financial Analysis
Financial Forecasting and Modeling
Financial Processing
Required Qualifications:
5+ years of experience in financial services or banking
Highly motivated, self-starter
Excellent attention to detail
Business centric mindset with ability to derive and communicate concise, impactful and actionable insights and identify approach for optimal outcomes
Organized, results-driven, and able to work on multiples tasks with limited supervision and on projects with minimal structure
Strong written communication, presentation and organization skills with ability to coordinate partners across multiple organizations to deliver well-controlled, sustainable processes
Desired Qualifications:
Bachelor’s Degree
Experience in Finance and Treasury functions
Understanding of Treasury and Finance concepts and regulations
Experience in a COO role or supporting a Senior Executive
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