US Wealth Management Lending - Vice President

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.

Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g.

dashboards), and advising the line of business Stakeholders on how to increase profitability and efficiencies.

As a Lending Financial Analysis Vice President within US Wealth Management, you are an integral part of our efforts to strategically support business partners, create efficiencies, maintain financial reporting and proactively manage risk.

By providing information, analysis and recommendations to improve results and make decisions, our teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

In this role, you will have responsibility for leading and coordinating the financial planning, forecasting, Comprehensive Capital Analysis & Review (CCAR) submissions, ad-hoc requests and reporting processes.

This role offers the opportunity to work in a dynamic environment with frequent interaction with management as well as accountability for business cases.

Job responsibilities


* Manage Financial budgeting, reporting, forecasting and analysis


* Manage quarterly/annual stress testing submissions


* Own and maintain all models used for forecasting and stress testing


* Exercise leadership; willing to make challenging decisions and high energy, proactive, strategic thinker with excellent ability to solve issues and conflicts


* Creating financial business cases supporting business initiatives


* Build and maintain key stakeholder relationships across the business


* Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area


* Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management


* Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets


* Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities, and skills


* Bachelor's degree in Accounting, Finance or a subject of a technical nature


* 7+ years of work experience Financial Services and/or an accounting/controller background


* Advanced skills in Excel and PowerPoint


* Proficiency with data mining/gathering and manipulation of data sets


* Inquisitive, enthusiastic and diligent, and capable of challenging peers


* Strong verbal and written communic...