AVP, Treasury – Financial Planning and Analysis

SynchronyStamford, CT
5dHybrid

About The Position

We are seeking a highly skilled and detail-oriented AVP, Treasury - Financial Planning and Analysis to join our team. This role will support financial planning and analysis (FP&A) related activities of the Treasury function. The successful candidate will play a key role in creating a funding plan to support the Op Plan and all other planning sessions, support preparation of the ALCO meeting and support of strategic initiatives across multiple functions.

Requirements

  • Bachelor's degree in finance, economics, or a related field; advanced degree preferred or in lieu of degree, 8 years equivalent experience.
  • Minimum 3 years’ experience in Treasury, Finance, Capital or similar functions
  • Strong quantitative skills and proficiency in financial modeling and analytics
  • You must be 18 years or older
  • You must have a high school diploma or equivalent
  • You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
  • You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
  • New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles.
  • Once this new hire time in position requirement is met, the associate will have a minimum 6 months’ time in position before they can post for future non-exempt roles.
  • Employees, level 8 or greater, must have at least 18 months’ time in position before they can post.
  • All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don’t meet the time in position or performance expectations).
  • Legal authorization to work in the U.S. is required.
  • We will not sponsor individuals for employment visas, now or in the future, for this job opening.

Nice To Haves

  • Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and market information.
  • Adaptable/flexible: being open to change in response to new information, different or unexpected circumstances, and/or to work in ambiguous situations.
  • Inquisitive nature and good listening skills
  • Clear thinking / problem solving: successfully work in cross-functional projects/process improvement within the treasury function
  • Ability to create and deliver business presentations and communicate effectively
  • Good communication skills: Strong communication (verbal and written) and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate complex concepts to senior management and regulatory agencies.
  • Experience working in financial business environment with a sound understanding of process and transactional flows
  • Proficiency with MS Office (Excel, Access and PowerPoint) and Knowledge of other programming tools such as Python, Tableau is a plus

Responsibilities

  • Develop & integrate the Treasury Funding Plan, interest expense and investment income forecasts for all planning sessions
  • Support coordination of ALCO and Funding, Liquidity and Investment working group meetings and materials and present key Treasury trends and related metrics
  • Support analysis of legal entity capital planning and quarterly dividend process.
  • Support SEC, Regulatory Reporting and Quarter-close and Earnings prep with liabilities and cash/investment details.
  • Collaborate with internal stakeholders, including ALM, Liquidity, Legal, Finance, Investor Relations, Tax, Risk Oversight, Regulatory Affairs, Audit, etc. to align Treasury strategies with overall business objectives.
  • Maintain strong process governance for the Treasury Funding Plan process
  • Assist with implementation of key Treasury strategic initiatives and simplification efforts
  • Perform other duties and/or special projects as assigned.
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