Finance & Business Management

Product Experience & Technology - Planning & Analysis - Vice President

The Product Experience & Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO.

The team provides financial analysis and perspective to senior management, which support decision-making.

The team manages traditional financial planning workstreams, such as the monthly forecast process, annual budget and analytic analysis.

In addition, in partnership with strategy and finance teams across the business, the PXT P&A team leads the financial analytics for, and consolidation of, monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams.

The team also contributes to analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.

You will be joining a team driving one of the key initiatives across the broader CCB Finance organization and assist in leveraging dashboards to deliver real-time insights to the leadership team.

Our team helps to craft the team's reporting strategy and execute on data visualization and automation initiatives.

Job responsibilities:


* Manage the bi-weekly/monthly financial planning, forecasting, reporting and analysis, as well as budget, controls governance, and project planning


* Oversee the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years


* Distill and refine financial storytelling and variance analysis


* Coordinate materials for leadership team meetings (e.g., Business Reviews) and external forums (i.e., Investor Day and industry conferences)


* Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis)


* Drive change, including defining dashboard requirements and automation


* Enhance consistency and efficiency across existing processes and reporting to meet changing needs of the business


* Partner with other sub lines of businesses (LOBs) to ensure compliance and understanding of financial planning

Required Qualifications:


* Bachelor's degree in Accounting/Finance


* 7+ years of work experience in financial planning and analysis for retail financial services preferred


* Ability to multi-task, work well under pressure, and keen attention to detail


* Excellent relationship management skills and ability to drive change across a large, complex organization


* Strong analytical, critical thinking, and problem-solving skills


* Ability to distill large quantities of information (both data and qualitative content) into main takeaways


* Team-oriented, and high energy level with passion for driving quantifiable business results


* Exercises sound judgment and observes the highest degree of confidentiality


* Ability to communi...