Financial Management Senior Associate

Join our dynamic Digital & Platform Services Financial Management team where youll help shape the future of our Commercial & Investment Bank (CIB). Youll collaborate with talented colleagues leverage innovative technology and make a meaningful impact on our business and clients.

As a CIB Financial Management Associate in Digital & Platform Services you play a key role in supporting financial discipline and strategic decision-making across our Operations teams. Youll partner with business managers to deliver insightful financial analysis enhance reporting and drive process improvements. Your work helps ensure our financial architecture aligns with business objectives and supports ongoing technology and automation initiatives.

Job Responsibilities

• Develop annual financial budgets and forecasts aligned with business drivers and investments
• Build strong partnerships with Client Onboarding and Documentation (CO&D) and Applied AIML stakeholders as a trusted financial advisor
• Collaborate with Operations and Business Management teams to align financial reporting with strategic objectives
• Produce high-quality insightful materials to support key business messages and decisions
• Ensure accurate and timely monthly financial reporting including dashboards and business review support
• Deliver consistent and meaningful data and trend analysis to inform business decisions
• Enhance financial controls and streamline processes introducing automation where possible
• Track and support ongoing technology enhancements and automation programs
• Integrate cross-line of business financial hierarchies and develop cost-to-serve reporting
• Maintain strong financial and control processes to support business strategy
• Operate effectively in a fast-paced environment with multiple competing deadlines

Required Qualifications Capabilities and Skills

• Bachelors degree required; Finance or Accounting
• 2 years of financial management experience
• Intermediate computer literacy including advanced Excel and PowerPoint skills
• Strong verbal and written communication abilities
• Team-oriented inquisitive and critical thinker
• Highly motivated self-starter with strong time management and prioritization skills
• Proven ability to act independently and make sound decisions
• Ability to challenge the status quo and effectively push back when appropriate
• Strategic and forward-thinking approach to process improvements
• Comfortable working under pressure and adapting to changing demands
• Strong work ethic and sense of urgency

Preferred Qualifications Capabilities and Skills

• MBA or CPA
• Experience supporting technology or automation initiatives
• Familiarity with financial controls and operational metrics reporting
• Experience in a large matrixed organization
• Exposure to cross-functional or cross-line of business financial integration
• Prior experience in Commercial & Investment Banking
• Demonstrated ability to deliver process improvements