Vice President - Financial Planning and Analysis

Financial Planning & Analysis- Vice President

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.

As a Financial Planning & Analysis- Vice President, you will primarily be 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
• 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 

• Bachelor's Degree in Accounting, Finance, Economics, or related field
• Advanced Microsoft Office skills (Excel & PowerPoint in particular)
• Experience in the analysis, consolidation, review 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 

• 8+ years professional experience in handling large amount of data, analyzing P&L with key focus on expenses is preferred
• Previous experience in a finance / planning role in banking or financial services strongly preferred
• Experience with internal financial systems such as Essbase,TM1 (PAW and PAX) preferred