PXT Financial Planning & Analysis Associate

This role of Financial Planning & Analyst plays a pivotal role within Product Experience and Technology( PxT) of Consumer and Community Banking (CCB) driving the governance execution and continuous enhancement of cost allocation processes. As an Associate you will play a key role in delivering insightful financial reporting to stakeholders while serving as a trusted strategic partner to key business leaders. This role calls for a finance professional who brings together analytical capabilities business acumen and the agility to thrive in a complex matrixed environment.

As an Associate within Product Experience and Technology (PXT) of Consumer and Community Banking (CCB) you will play a key role in delivering insightful financial reporting to stakeholders while serving as a trusted strategic partner to key business leaders.

Job Responsibilities

• Develop and maintain expertise in the end-to-end cost allocation process in Apptio ensuring methodologies are consistently applied well-documented and audit-ready across Budget and Forecast cycles.
• Perform monthly General Ledger (GL) loads for Non-Labor spend enabling transparency of allocations at the Vendor level and supporting the forecasting of Vendor Expenses.
• Partner with PXT CFO teams to collect consolidate and distribute variance commentaries to LOB P&A teams Legal Entity Controllers and LOB CFO teams in a timely manner.
• Deliver cost allocation reports and management packs that translate complex financial data into clear visual narratives for senior and executive audiences.
• Collaborate with the PXT Reporting & Insights team to improve reporting transparency and close gaps between the PI planning tool and reporting databases; and partner with the PXT Central team to prepare and maintain a Budget Calendar for allocation planning cycles.
• Participate in Tracker discussions on Headcount Expenses and Cost Center transfers assess allocation impacts and execute required actions across financial systems.
• Track charges to PXT and CCB in partnership with respective LOB allocation teams ensuring accuracy and visibility of cross-LOB cost movements.
• Serve as the go-to resource for PXT cost allocation inquiries foster cross-functional relationships drive process improvements and ensure all tasks are completed within agreed SLAs and timelines including timely submissions to SAPCO.

Required qualifications capabilities and skills:

• Bachelors degree in Business Finance Economics Computer Science or Engineering from a top-tier institution is required with a minimum of 5 years of experience in Finance Data Analytics or a related field.
• Advanced proficiency in Microsoft Excel and PowerPoint with strong analytical skills and attention to detail and the ability to work confidently with large and complex datasets.
• Effective written and verbal communication skills with the ability to collaborate across functions manage competing priorities and consistently meet deadlines.
• Experience supporting recurring financial processes with a strong willingness to continuously learn and improve.

Preferred qualifications capabilities and skill

• Knowledge of SQL and Databricks for data extraction manipulation and analytical modeling is a strongly encouraged.
• Experience with enterprise financial planning platforms such as Hyperion or Anaplan; familiarity with Apptio Alteryx Tableau or similar IT financial management and BI tools is strongly preferred.