Finance & Business Management

Join the Consumer and Community Banking Data & Analytics (D&A) Finance team, a global group that helps leaders optimize performance through disciplined financial management, strong controls, and value-added analysis.

You'll work across Product and Technology, partnering with stakeholders to improve transparency into results, risks, and opportunities-and to deliver insights leaders can act on.

As a Finance & Business Management Analyst in Consumer and Community Banking Data & Analytics Product & Technology, you will support budgeting, forecasting, reporting, and analysis across the organization.

You'll own key components of the Product & Technology Profit & Loss (P&L), analyze performance versus plan, and translate complex data into clear narratives and executive-ready presentations.

You will manage multiple priorities independently while collaborating closely with partners across the Data & Analytics portfolio and firmwide finance teams.
Job Responsibilities


* Oversee budgeting, forecasting, reporting, and financial analysis for CCB D&A Product & Technology functions


* Analyze variances versus budget, forecast, and targets, identifying trends, risks, opportunities, and key business drivers


* Own components of the Product & Technology P&L, including multi-year budget and actuals reporting


* Develop executive-ready narratives and presentations with a focus on data visualization and storytelling


* Translate financial and operational data into structured frameworks to support business cases and performance reporting


* Enhance management reporting and improve the financial reporting and business analysis framework


* Support ad hoc financial analyses for key functional areas and identify efficiency opportunities


* Partner with stakeholders across the D&A portfolio and firmwide finance teams to align assumptions and deliverables


* Manage multiple projects concurrently, prioritizing effectively and adapting to changing business needs

Required Qualifications, Capabilities, and Skills


* Bachelor's degree (or equivalent relevant experience)


* 2+ years of financial services experience


* Proficiency in Excel and PowerPoint, with experience building executive-ready materials


* Strong analytical and problem-solving skills, including ability to synthesize complex data into actionable insights


* Ability to work independently, exercise sound judgment, and manage multiple deliverables under deadlines


* Strong communication and interpersonal skills, including comfort engaging with senior leaders


* Strong organizational skills and ability to operate effectively in a fast-paced environment

Preferred Qualifications, Capabilities, and Skills


* Experience in planning & analysis (P&A) and/or Data & Analytics (D&A) organizations


* Experience with Essbase (or similar financial planning/reporting tools)


* Experience with dashboard reporting and KPI visualization (e.g., buildi...