Client Onboarding & Services Business Manager - Senior Associate
Client Onboarding & Services Business Manager - Senior Associate
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 85500 - 125000
1 Vacancy
Job Description
Join the Client Onboarding and Service (COS) Finance & Business Management team as a Senior Associate Business Manager. We are seeking a professional with a penchant for storytelling with financial data and a strategic mindset. This high-impact role ensures senior management across the Global Bank has visibility into major COS initiatives metrics financials and insights supporting business growth and client retention through onboarding and servicing experiences.
As a Senior Associate Business Manager within the COS F&BM team you will partner with COS and Finance & Business Management to understand business objectives and prepare executive presentations. Your role involves designing management reporting packages coordinating operations analyzing data sets and budgeting and forecasting headcount and expenses.
Job Responsibilities:
- Partner with COS and Finance & Business Management to understand business objectives and prepare executive presentations.
- Package and present projections and performance trends by integrating financials and data into cohesive stories.
- Design management reporting packages to communicate business results transparently and concisely.
- Coordinate operations and deliverables with business managers finance project managers and senior stakeholders.
- Analyze complex data sets assess KPI trends and create impactful insights using statistical analysis tools.
- Assist in strategy development through data-driven insights.
- Partner with COS and Finance & Business Management team to budget and forecast headcount and expenses.
- Develop strong partnerships with multiple levels of stakeholders and integrate with the business.
- Repurpose standard content and design presentations using PowerPoint and/or PitchPro.
- Interpret and present complex data with strong attention to detail and engagement.
- Use Excel for automation and visualization of complex functions.
Required Qualifications Capabilities and Skills:
- Minimum of 5 years of experience in transformation project management or finance roles requiring storytelling and context setting.
- Ability to work collaboratively and develop strong partnerships with stakeholders.
- Strong presentation skills accounting for 50% of the role.
- Intermediate Excel skills with proficiency in complex functions and visualization.
- Ability to interpret and present complex data with attention to detail.
- Highly motivated proactive attitude with a passion for learning and inquisitive personality.
- Excellent problem-solving resourcefulness and critical thinking skills.
- Naturally curious with a desire to use data to drive efficiency or improve outcomes.
Preferred Qualifications Capabilities and Skills:
- Experience in Process and/or Continuous Improvement.
- Cross-Functional Leadership with demonstrated ability to lead and collaborate across diverse teams.
- Strong Stakeholder Management with proven expertise in building and maintaining relationships.
Required Experience:
Manager
Employment Type
Full-Time
