About this role
Join the Planning and Analysis team coordinating budgeting, forecasting, and management reporting for senior leadership. Financial Planning and Analysis is responsible for the short- and long-term projection of earnings and capital across varying economic scenarios. The team partners closely with groups across lines of business to prepare management reports and presentations for the Operating Committee and the Board of Directors. In this role, you will deliver high-impact analytics and materials that support decision-making across the firm.
Job summary
As a Financial Planning and Analysis Manager within the Planning and Analysis team, you will lead and coordinate key budgeting and forecasting processes and deliver management reporting for senior stakeholders. You will prepare, consolidate, review, and analyze financial activities such as budget and mid-year forecast, quarterly earnings, Net Interest Income and Net Interest Margin analytics, and balance sheet reporting. You will analyze line of business business models, earnings sensitivities, and strategic initiatives to strengthen understanding of financial performance drivers. You will partner with lines of business and corporate functions to deliver timely, accurate materials for leadership and other stakeholders. You will also lead one-off and repeatable analyses and support ad-hoc projects as needed.
Job responsibilities
- Prepare, consolidate, review, and analyze key financial activities including budget and mid-year forecast, quarterly earnings, spot and average balance sheet, and business performance drivers
- Produce financial updates and supporting materials for the Board, Operating Committee, and regulators
- Deliver Net Interest Income (NII) and Net Interest Margin (NIM) analytics and related performance insights
- Execute planning and reporting processes with emphasis on accuracy and timeliness against prescribed timetables and calendars
- Analyze line of business business models, earnings sensitivities, and strategic initiatives to deepen understanding of financial results
- Lead additional one-off and repeatable analyses as required by senior management
- Communicate and coordinate effectively with lines of business and corporate functions, including External Reporting, Investor Relations, and Corporate Finance and Analysis
- Support ad-hoc projects as necessary
- Consolidate, review, analyze, and present financial results to stakeholders through clear narratives and structured materials
Required qualifications, capabilities, and skills
- Bachelor’s degree in Accounting, Finance, Economics, or related field
- 6+ years of professional experience handling large amounts of data and analyzing profit and loss and balance sheet drivers
- Advanced Microsoft Office skills, including Excel and PowerPoint
- Experience in the consolidation, review, analysis, and presentation of financials
- Exceptional analytical, problem-solving, critical thinking, and project management skills with a track record of execution against deliverables
- Excellent oral and written communication and relationship management skills
- Detail-oriented with ability to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure
- Self-starter driven to excel, challenge the status quo, and initiate improvements where necessary
Preferred qualifications, capabilities, and skills
- Previous experience in a finance or planning role in banking or financial services
- Experience with internal financial systems such as Essbase and Hyperion