Our Planning and Analysis team is responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.
As a Vice President - Markets Planning & Analysis within Financial Planning & Analysis (FP&A), you are primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
Job Responsibilities
- Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance drivers
- Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
- Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results
- Lead additional one-off and repeatable analyses as required by senior management
- Lead development of automation of reports and processes while continuing to invest in advanced analytics using tools like AI, ML, Python, Sigma, etc.
- Communicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)
- Support ad hoc projects as necessary
Required qualifications, capabilities, and skills
- Master's Degree in Accounting, Finance, Economics, or related field
- Advanced Microsoft Office skills (Excel & PowerPoint in particular)
- Experience in the consolidation, review, analysis and presentation of Financials
- Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
- Excellent oral and written communication and relationship management skills
- Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
- Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary
Preferred qualifications, capabilities, and skills
- Experience in developing solutions for Finance function using tools like Sigma, LLM, Tableau, Python, Claude will be an added advantage
- 8+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers preferred
- Previous experience in a finance / planning role in banking or financial services strongly preferred