Corporate Allocations  - Vice President

Corporate Allocations Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process for expense allocations.

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 Finance and Business Management community.

As a Vice President in the Corporate Allocations team, you will be responsible for developing analytical capabilities, supporting ad-hoc initiatives, building senior management presentations, and automating overall process activities.

Responsibilities will also include monthly, quarterly, and ad-hoc reporting and analysis in collaboration with Corporate Sector Finance/CFO teams.

You will also drive value-added change by simplifying processes, driving automation, and enhancing analytical support to the lines of businesses.

The support will be tailored to senior leaders throughout the firm; therefore, this person must be comfortable working in a fast-paced environment with evolving priorities.

Effective communication and strong collaboration with and beyond the team are also desirable.

Job Responsibilities


* Prepare, consolidate, review and analyze a number of key financial activities related to expense allocations including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, and analyzing business 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


* 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


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


* 7+ years professional experience in handling large amount of data, analyzing P&L drivers


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


* Exceptional analytical, problem solving, and critical thinking skills with a proven track record of execution against deliverables


* Advanced Microsoft Office skills (Excel & PowerPoint in particular)


* Experience with data and financial reporting tools such as Databricks, Tableau, and Essbase


* Experience in the consolidation, review, analysis and presentation of Financials


* Excellent oral and written communication and relationship management skills


* Detail-oriented and able to multi-task in a fast paced environment with frequently changing prioritie...