Vice President, Planning & Analysis - Private Client Office

Financial Planning & Analysis (FP&A) is 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.

As a Vice President in Planning & Analysis, you will be responsible for preparing, consolidating, reviewing, and analyzing financial activities related to budget and mid-year forecast, leadership, and quarterly earnings.

You must have sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously.

You must also be comfortable with frequently changing priorities and detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously.

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 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


* Communicate and coordinate effectively with the lines of business and corporate functions areas (e.g.

External Reporting, Investor Relations, CFA)


* Support ad hoc projects as necessary

Required qualifications, capabilities, and skills


* Bachelor's Degree in Accounting, Finance, Economics, or related field


* 6+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers


* Previous experience in a finance / planning role in banking or financial services


* 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...