Financial Reporting Systems Lead - Executive Director

The Commercial & Investment Bank Central Planning & Analytics team is seeking a high-impact Financial Reporting Systems Lead with deep technical capability and an advanced finance/MIS domain foundation to modernize management reporting and insights.

As a Financial Reporting Systems Lead - Executive Director in the Commercial & Investment Bank Central Planning & Analytics team, you will lead the transformation of MIS capabilities across Finance, with an emphasis on automation, data engineering, advanced analytics, and AI-enabled reporting, while partnering closely with Planning & Analysis (P&A), and Product Controllers.

You will utilize your exceptional communication skills to influence and present to very senior stakeholders and forward outcomes across cross-functional teams.

Job responsibilities


* Own the MIS strategy and roadmap for Finance reporting, KPIs, dashboards, and executive insights; define standards for metrics, controls, and governance.


* Lead transformation initiatives to simplify, standardize, and automate MIS processes (e.g., close/reporting acceleration, improved data lineage, reduced manual touchpoints).


* Build and enhance scalable reporting solutions using modern data and analytics approaches (e.g., data pipelines, semantic layers, self-service BI).


* Apply AI/GenAI thoughtfully to improve productivity and insight generation (e.g., narrative commentary generation, anomaly detection, variance drivers, automated controls/QA checks), ensuring appropriate risk management and explainability.


* Partner with P&A, and Product Controllers to deliver accurate, timely performance and risk insights; translate financial concepts into actionable business narratives.


* Forward stakeholder engagement and communication: present clearly to senior leadership, synthesize complex topics, and steer decisions with crisp recommendations.


* Establish foundational controls and data quality practices, including reconciliations, auditability, and robust documentation for key metrics and reporting processes.


* Lead and mentor a team (or virtual team) of analysts, developers, and data/BI resources; manage delivery, prioritization, and stakeholder expectations.

Required qualifications, capabilities and skills


* Advanced finance acumen with experience delivering MIS for P&A, and/or Product Control/Controllers.


* Advanced understanding of financial performance drivers, variance analysis, forecasting, and key financial statements/metrics.

Demonstrated ability to implement controls, governance, and audit-ready reporting processes.


* Proven track record leading data/reporting transformation programs (process simplification, automation, platform modernization).


* Data pipelines/ETL concepts and tooling.

BI/reporting development (dashboards, semantic layers, KPI design).

Data querying & analysis (e.g., SQL).

Automation and workflow optimization (e.g., scripting, orchestration concepts).


* Advan...