Financial Analysis - Executive Director

The Commercial & Investment Bank Central Planning & Analytics team is seeking a highly experienced leader for the MIS Infrastructure team in Brooklyn, NY.

You will be a part of the team working with technology and data framework that underpins budgeting, forecasting, and daily revenue reporting applications across Commercial & Investment Bank Central Planning & Analytics.

The role is critical to managing the Commercial & Investment Bank forecast processes, annual budget, financial reporting, and advancing our data analytics and transformation agenda.

As a Financial Analysis - Executive Director in the Commercial & Investment Bank Central Planning & Analytics team, you will utilize your experience in financial planning and analysis, and proven track record of managing teams in a fast-paced environment.

This role offers a unique opportunity to engage with multiple lines of business and corporate groups, providing a comprehensive understanding of core Commercial & Investment Bank Finance.

Key stakeholders include the Commercial & Investment Bank CFO, Corporate Planning & Analysis, Corporate Reporting, Commercial & Investment Bank Line-of-Business Planning & Analysis, Commercial & Investment Bank Product Controllers and Business Managers.

Job responsibilities


* Lead and manage the end-to-end MIS infrastructure platform supporting Commercial & Investment Bank Planning & Analysis.


* Own all systems supporting annual budgeting and forecasts process for the Commercial & Investment Bank.


* Oversee the daily revenue reporting infrastructure across all Commercial & Investment Bank businesses.


* Lead and develop a high-performing global team across technology, data, and financial systems.


* Maintain solid data governance standards across MIS platforms.


* Serve as primary liaison between Central Planning & Analysis, Commercial & Investment Bank Finance, Technology, and business heads.

Required qualifications, capabilities and skills


* At least 12 years of experience in financial services.


* Deep expertise in financial planning systems, MIS architecture, and revenue reporting platforms.


* Advanced understanding of budgeting, forecasting, and daily P&L processes within large institutions.


* Proven experience leading enterprise-scale technology or data infrastructure teams.


* Demonstrated ability to operate at the Executive Director level within a matrixed global organization.


* Advanced knowledge of data governance, internal controls, and regulatory requirements.


* Excellent analytical skills with the ability to interpret complex financial data and provide strategic insights.


* Exceptional communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels.


* Advanced proficiency in financial modeling and reporting tools, with an advanced command of Excel and financial software.


* Demonstrated experience in promoting transformation initi...