Location: Plano, TX, United States

Join a dynamic and collaborative HR Talent F&BM team at the forefront of financial innovation and strategic impact. Here, you’ll drive the consolidation and analysis of financials across the HR Talent organization, partnering with senior leaders to deliver actionable insights and streamlined processes. This is an opportunity to shape the future of HR finance, influence key decisions, and foster a culture of excellence, teamwork, and continuous improvement.

As a Vice President within the HR Talent F&BM team you will lead a consolidation of financials across the HR Talent space. You will be responsible for overseeing all aspects of financial planning and analysis, with a focus on consolidating financial processes, reporting, and analysis across multiple teams and sub-functions. Working with the HR Talent CFO you will play a pivotal role in supporting multiple senior stakeholders across the HR Talent F&BM space. Your focus will be on achieving outcomes, promoting teamwork, encouraging bi-lateral collaboration, and simplifying processes. You will be tasked with developing, consolidating, and presenting insightful and robust qualitative and quantitative financial analysis, including the annual budget and quarterly/monthly forecast variances.

Job responsibilities

• Serve as a liaison between Firm-wide P&A, HR F&BM Talent leads, and other support teams to provide impactful reporting, planning, and insightful analyses; support the multi-year budget and monthly close/re-forecasting processes.
• Lead the consolidation of financial data, processes, and reporting across the Talent F&BM space.
• Manage the process, improving and digesting feedback such as budget planning from key partners and stakeholders.
• Create, maintain, and enhance centralized expense and headcount-based reporting in support of HR F&BM leads and their senior HR stakeholders.
• Foster a training and education first environment of best practices across the HR Talent F&BM organization; be the expert on tools and routines (e.g., Essbase, financial walk-forwards).
• Produce presentations, analysis, and supporting materials for HR Talent CFO and key clients; participate in and support ad-hoc special projects and requests as needed; provide key inputs into Monthly/Quarterly business reviews, Product Line reviews, and semi-annual HR Functional reviews.
• Digest large amounts of data, analyze, and present in a clear, articulate way; develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis, including the annual budget and quarterly/monthly forecast variances.
• Create, maintain, and review financial models and analyses (both recurring and ad-hoc).
• Conduct "deep dive" analyses on key issues impacting the client to determine root cause and propose solutions.
• Collaborate with business partners across P&A to ensure the timely, accurate, and effective delivery of recurring and ad-hoc initiatives.
• Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance, and lines of business teams, while managing stakeholder expectations.

Required qualifications, capabilities, and skills

• Self-starter who is able to work in a fast-paced, results-driven environment.
• BA/BS in Finance, Economics, or Accounting.
• 7+ years of relevant FP&A experience, in the financial services industry.
• Sound judgment, professional maturity, and personal integrity; strong work ethic, proactive and results-oriented, with the ability to manage multiple tasks simultaneously. The candidate must be comfortable with frequently changing priorities.
• Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment.
• Excellent organizational, management, and both verbal and written communication skills.
• Ability to plan ahead and forecast requests in advance, with the ability to pivot within a moment’s notice.
• Strong quantitative, analytical, and problem-solving skills. Strong technical skills with the ability to work with Excel, PowerPoint, Essbase, Visual Basic, and macros. Skill levels will be evaluated during interviews.

Preferred qualifications, capabilities and skills

• Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations.
• Team-oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management.
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible, and think strategically.

Build your career in Financial Planning & Analysis at the world’s most innovative bank, which values creativity and excellence.