Job responsibilities
- Partner with COS CB leaders 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
- Coordinate deliverables with business managers, finance, project managers and other Finance & Business Management teams
- Conduct analysis and create executive level presentation using PowerPoint/ PitchPro+
- Analyze complex data sets, assess KPI trends, and create impactful analysis using statistical analysis tools to assist in developing strategy
- Partner with COS CB and Commercial Bank Finance & Business Management team to budget and forecast headcount and direct expenses
- Optimize 'bottom line' business performance by driving key initiatives in alignment with business strategy (fees, cost base, RWA and capital utilization)
- Identify, escalate and mitigate business risks that could impair our ability to do business: e.g. legal, tax, regulatory, capacity issues, extraordinary transaction costs
- Analyze financial performance, including expenses; identify productivity initiatives and drive implementation
- Represent business in respective internal/external working groups
Required qualifications, capabilities and skills
- 10+ years of experience in financial services or other related industries
- Bachelor’s degree in Business, Finance, Economics, or other related area
- Knowledge and excessive experience in PowerPoint and Excel
- Highly motivated self-starter with excellent time management/prioritization skills
- Able to craft a compelling analysis and story and present well to senior and global business heads
- Able to forge strong internal relationships across a broad range of functions
- Self-motivated, tenacious and able to work with high degree of independence
- Excellent written and oral communication skills and ability to influence and provide strategic insights across all stakeholder groups
- Able to both define and deliver to conclusion a strategic agenda across multiple groups
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
- Excellent project management and organizational skill with attention to detail with logical thought process
Preferred qualifications, capabilities and skills
- Experience with BI tools (Tableau/Alteryx/Qlik)
- Experience in front office business support, sales and/or prior Business Management or Chief Operating Office