Vice President Markets Planning & Analysis

Our Planning and Analysis team is responsible for coordinating the budgeting and forecasting process as well as management reports and presentations.

As a Vice President - Markets Planning & Analysis within Financial Planning & Analysis (FP&A) you are primarily responsible for leading and coordinating the budgeting and forecasting process including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

Job Responsibilities

• Prepare consolidate review and analyze a number of key financial activities including but not limited to: budget and mid-year forecast financial updates for the Board Operating Committee and Regulators quarterly earnings spot & average balance sheet Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance drivers
• Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
• Analyze line of business (LOB) business models earnings sensitivities and strategic initiatives to enable better understanding of individual LOB financial results
• Lead additional one-off and repeatable analyses as required by senior management
• Lead development of automation of reports and processes while continuing to invest in advanced analytics using tools like AI ML Python Sigma etc.
• Communicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting Investor Relations CFA)
• Support ad hoc projects as necessary

Required qualifications capabilities and skills

• Masters Degree in Accounting Finance Economics or related field
• Advanced Microsoft Office skills (Excel & PowerPoint in particular)
• Experience in the consolidation review analysis and presentation of Financials
• Exceptional analytical problem solving critical thinking and project management skills with a proven track record of execution against deliverables
• Excellent oral and written communication and relationship management skills
• Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
• Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary

Preferred qualifications capabilities and skills

• Experience in developing solutions for Finance function using tools like Sigma LLM Tableau Python Claude will be an added advantage
• 8 years professional experience in handling large amount of data analyzing P&L and balance sheet drivers preferred
• Previous experience in a finance / planning role in banking or financial services strongly preferred