Finance & Business Management

Are you someone with a proclivity for storytelling with financial data-strategic, analytical, and energetic? Do you enjoy building relationships, working with data, solving problems, and driving results in a fast-paced, collaborative environment? Join the Data & Analytics Finance & Business Management team in an exciting role supporting the growth and success of the Product & Experience organization.

As a Finance & Business Management (F&BM) Associate supporting Consumer & Community Banking Data & Analytics (Product & Experience), you will serve as a trusted advisor to D&A executives-responsible for identifying, escalating, and mitigating business and financial risks.

You'll support senior leaders and partners across Product & Experience to enable effective end-to-end execution, bringing financials and data together to tell a cohesive story.

This high-impact role ensures senior management has the insights needed to plan, forecast, and drive strategy.
Job Responsibilities


* Partner with Finance & Business Management to prepare executive presentations, packaging and presenting projections and performance trends that bring financials and data together into a cohesive story


* Design management reporting packages to communicate business results transparently and concisely to all constituents


* Coordinate deliverables with business managers, finance, delivery managers, and other Finance & Business Management teams


* Create executive-level presentations using PowerPoint/PitchPro+ to present analysis


* Analyze large data sets, assess KPI trends, and create impactful analysis to help develop strategy


* Partner with Finance & Business Management to budget and forecast headcount and direct expenses


* Participate in the activity-based costing process used to allocate expenses across lines of business and downstream client profitability systems


* Interact, collaborate, and partner with peers across business and staff areas at all levels, achieving goals without direct control over all resources

Required Qualifications, Capabilities, and Skills


* Bachelor's degree in Business, Finance, Economics, or other related area


* 5+ years of work experience in Financial Services with a financial analysis, business management, and/or accounting/controller background


* Proven experience delivering timely, high-quality presentations and/or reporting, with strong attention to detail and a focus on design excellence


* Demonstrated ability to engage different stakeholder groups and drive the agenda


* Excellent organization, project management, and communication skills, with a strong professional presence across all levels


* Self-motivated and tenacious, with the ability to work independently and manage time and priorities effectively


* Strong PowerPoint, Excel, Pivot Table, and Word skills

Preferred Qualifications, Capabilities, and Skills


* Ability to articulate thoughtful rationale through...