Job responsibilities:
- Assist in conducting a full assessment of expense allocation rules used in Wholesale Client Profitability (WCP) and create an action plan to harmonize allocation rules for near-term benefit.
- Join various expense sub-work streams aimed at transforming heritage CB expense allocations to align with product reporting.
- Assist in analyzing the fixed/variable expense allocation framework for client-level reporting of ROE/SVA.
- Develop transparent expense allocation reporting to anticipate key themes and work closely with CIB CFOs to understand impacts on product and client.
- Partner and collaborate effectively with sub-work stream leads and stakeholders
Required qualifications, capabilities, and skills:
- Independently execute on priorities, identify roadblocks and solutions
- Outstanding analytical and presentation skills (verbal and written)
- Business acumen: understands key drivers and dynamics related to growth and an organization’s goals, with the ability to translate into product strategy and vision
- Excellent communication and interpersonal skills, with the ability to collaborate with stakeholders at all levels
Preferred qualifications, capabilities, and skills
- Bachelor's Degree in Accounting, Finance, Engineering or related major fields, CA/MBA (Finance) an advantage
- 8+ years of professional experience, preferably in a similar role in the financial services industry e.g. Planning and Analysis, Corporate Finance, Controller