DescriptionJoin a high-impact team that turns data into decisions for Wholesale Lending Services. You will shape strategy elevate transparency and partner with senior leaders to execute end to end
As a Wholesale Lending Services Finance and Business Management within our Finance team you will lead a team that clarifies performance financials and capacity across WLS. Youll partner closely with Operations Finance & Business Management and Data & Analytics to deliver executive-ready analysis and reporting. Your work will strengthen financial controls enhance forecasting and inform strategic decisions that impact clients and the firm
Job Responsibilities
- Serve as a strategic advisor to WLS and F&BM leadership shaping and communicating strategy projections and trends through executive-level presentations
- Design monthly and quarterly business and financial reporting packages that convey results clearly and succinctly for varied audiences
- Coordinate deliverables across business management finance operations and product teams to support priorities and transformation initiatives
- Analyze complex datasets to produce insights and executive-ready narratives; translate analysis into clear presentations (e.g. PitchPro)
- Partner on budgeting and forecasting for headcount and direct expenses in alignment with strategic goals
- Build and enhance capacity models across WLS functions; support activity-based costing to enable accurate allocations and client profitability insights
- Strengthen financial controls and data integrity to enable confident timely decision-making by senior stakeholders
Required Qualifications Capabilities and Skills
- Bachelors degree in Business Finance Economics or related field; MBA preferred
- Significant experience leading diverse teams and cross-functional initiatives in business management operations or consulting
- Advanced presentation and storytelling skills simplifying complex topics for executive audiences
- Strong analytical skills with experience turning large datasets into actionable insights; high attention to detail and logical problem-solving
- Excellent project management prioritization and time management skills in fast-paced environments
- Demonstrated ability to build strong partnerships and influence stakeholders at all levels; outstanding written and verbal communication skills
- Self-starter with a high degree of ownership and independence driving outcomes with quality and speed
Preferred Qualifications Capabilities and Skills
- Experience with capacity modeling and activity-based costing in lending or financial services operations
- Proficiency with executive presentation tools and data visualization; comfort creating executive-ready materials (e.g. PitchPro)
- Background in wholesale lending or credit operations with knowledge of performance metrics and cost drivers
- People leadership experience focused on coaching development and building high-performing teams
Required Experience:
Director
DescriptionJoin a high-impact team that turns data into decisions for Wholesale Lending Services. You will shape strategy elevate transparency and partner with senior leaders to execute end to endAs a Wholesale Lending Services Finance and Business Management within our Finance team you will lead a ...
DescriptionJoin a high-impact team that turns data into decisions for Wholesale Lending Services. You will shape strategy elevate transparency and partner with senior leaders to execute end to end
As a Wholesale Lending Services Finance and Business Management within our Finance team you will lead a team that clarifies performance financials and capacity across WLS. Youll partner closely with Operations Finance & Business Management and Data & Analytics to deliver executive-ready analysis and reporting. Your work will strengthen financial controls enhance forecasting and inform strategic decisions that impact clients and the firm
Job Responsibilities
- Serve as a strategic advisor to WLS and F&BM leadership shaping and communicating strategy projections and trends through executive-level presentations
- Design monthly and quarterly business and financial reporting packages that convey results clearly and succinctly for varied audiences
- Coordinate deliverables across business management finance operations and product teams to support priorities and transformation initiatives
- Analyze complex datasets to produce insights and executive-ready narratives; translate analysis into clear presentations (e.g. PitchPro)
- Partner on budgeting and forecasting for headcount and direct expenses in alignment with strategic goals
- Build and enhance capacity models across WLS functions; support activity-based costing to enable accurate allocations and client profitability insights
- Strengthen financial controls and data integrity to enable confident timely decision-making by senior stakeholders
Required Qualifications Capabilities and Skills
- Bachelors degree in Business Finance Economics or related field; MBA preferred
- Significant experience leading diverse teams and cross-functional initiatives in business management operations or consulting
- Advanced presentation and storytelling skills simplifying complex topics for executive audiences
- Strong analytical skills with experience turning large datasets into actionable insights; high attention to detail and logical problem-solving
- Excellent project management prioritization and time management skills in fast-paced environments
- Demonstrated ability to build strong partnerships and influence stakeholders at all levels; outstanding written and verbal communication skills
- Self-starter with a high degree of ownership and independence driving outcomes with quality and speed
Preferred Qualifications Capabilities and Skills
- Experience with capacity modeling and activity-based costing in lending or financial services operations
- Proficiency with executive presentation tools and data visualization; comfort creating executive-ready materials (e.g. PitchPro)
- Background in wholesale lending or credit operations with knowledge of performance metrics and cost drivers
- People leadership experience focused on coaching development and building high-performing teams
Required Experience:
Director
View more
View less