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
• Accurately aligning the costs incurred while providing internal services to intended beneficiaries (Expense Allocation)
• 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)
• Support ad hoc projects as necessary

Required qualifications, capabilities, and skills

• Degree in Accounting, Finance, Economics, or related field
• Advanced Microsoft Office skills (Excel & PowerPoint in particular)
• Working knowledge of Alteryx or Tableau required.
• 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

Preferred qualifications, capabilities, and skills

• 10+ 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
• Experience with internal financial systems such as Essbase and Hyperion preferred
• 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