Senior Associate, Business Manager - Shared Services

The Client Onboarding & Service Finance & Business Management team is seeking a professional to support Shared Services, who has a penchant for story-telling with financial data and a desire to be strategic and operates with a sense of urgency.

As a Senior Associate, Business Manager - Shared Services in our Client Onboarding & Service Finance & Business Management team, you will have a high impact, large remit opportunity to ensure that senior management across the Global Bank have visibility into major Client Onboarding & Service initiatives, metrics, financials, and insights.

Our goal is to support business growth while playing a key role in client retention through their onboarding and servicing experience.

Job responsibilities


* Partner with Client Onboarding & Service and Finance & Business Management to understand the business and their key objectives to be able to prepare executive presentations - ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story


* Design management for reporting packages to communicate business results in a transparent and concise manner


* Coordinate operations & deliverables with other business managers, finance, project managers, and senior stakeholders across the firm


* Analyze complex data sets, assess KPI trends, and create impactful insights using statistical analysis tools to assist in strategy development


* Partner with Client Onboarding & Service and Finance & Business Management team to budget and forecast headcount and expense

Required qualifications, capabilities and skills


* At least 5 years of experience in Client Onboarding & Service, project management, or finance in roles that required an advanced skillset in storytelling and context setting


* Ability to work collaboratively; develop dynamic partnership with multiple levels of stakeholders and integrate with the business


* Advanced presentation skills (PowerPoint and/or PitchPro) with an expectation to repurpose standard content, as well as design & build - accounts for ~50% of role


* Intermediate Excel Skills - Proficiency in using more complex functions with an instinct for automation and visualization


* Ability to interpret and present complex data with an advanced attention to detail and in an engaging manner


* Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality


* Excellent problem solving, resourcefulness and critical thinking skills


* Naturally curious, with a desire to use data to promote efficiency or improve outcomes


* Operate with a sense of urgency and know how to prioritize accordingly

Preferred qualifications, capabilities and skills


* Experience in Process and/or Continuous Improvement


* Cross-Functional Leadership - Demonstrated ability to lead and collaborate effectively across diverse teams and departments


* Dynamic St...