We are seeking a highly skilled and strategic Vice President for the Central Planning & Analysis (P&A) team for Global Corporate Banking (GCB). The Financial Planning and Analysis (FP&A) team is responsible for a wide range of activities, including budgeting, forecasting, analysis of financial/business metrics, and delivery of management reporting. This role will be part of the Central P&A function and will collaborate with P&A and F&BM leads across GCB on the aforementioned deliverables.
As the Vice President in the Central Planning & Analysis (P&A) team for Global Corporate Banking, you will play a strategic role in financial planning and analysis, collaborating with P&A and F&BM leads across GCB. You will be responsible for comprehensive financial planning, earnings release activities, central report production, performance metrics, product performance analysis, and enhancing reporting infrastructure. Your role will also involve integration support, controls, and automation, providing you with the opportunity to promote impactful financial insights and strategies.
Job Responsibilities:
- Participate in financial planning process, including budgeting, forecasting, and reporting of business financials; execute the annual planning and monthly forecast cycle, ensuring timely completion of deliverables and necessary documentation.
- Participate in earnings release activities and prepare materials for business reviews; collaborate with cross-functional teams to gather and analyze data, providing clear and actionable insights.
- Manage production of reports like EMR, Country packs and other such financial packets that are managed centrally.
- Provide key metrics to measure business performance against benchmarks; conduct ad-hoc analysis of business KPIs to identify trends and opportunities.
- Manage production and collation of product performance and key KPIs across business segments.
- Develop and deliver compelling presentations for senior management; exhibit strong communication skills to effectively convey financial insights and strategies.
- Lead the P&A effort on development and enhancements of reporting infrastructure across data systems, dashboards and other upcoming tools.
- Provide comprehensive support for integration efforts, including full migration to the new booking model and facilitating transitions with new tools and projects like WCP 2.0, HEP, Stitch Roster, and Project Harmony.
- Enhance controls and streamline processes using automation tools like Alteryx and Python.
Required qualifications, capabilities and skills:
- Bachelor's degree in Accounting, Finance, or a related field.
- 7+ years of work experience.
- Strong storytelling and presentation skills, with the ability to craft and deliver executive-level presentations.
- Strong analytical and problem-solving skills, with the ability to analyze large data sets and present conclusions concisely.
- Advanced skills in Excel and PowerPoint.
- Inquisitive, enthusiastic, and diligent, capable of challenging peers.
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
- Highly motivated and able to thrive under pressure and tight deadlines.
- Integrity in handling highly sensitive and confidential information.
- Team player with the ability to be respected as a trusted partner for the Business and Finance Team.
Preferred qualifications, capabilities, and skills:
- Experience preferably in Financial Services, with a strong accounting/controller background.
- Alteryx, Python, and Tableau skills are a plus.
This position is NOT eligible for sponsorship
