About The Position

The Commercial & Investment Bank (CIB) Central Planning & Analysis Team is seeking a dedicated professional to support the budget, forecast and financial reporting processes. This role offers a unique opportunity to interact with multiple lines of business and corporate groups, providing updates to senior management and Corporate Planning & Analysis. Join us to learn about core CIB businesses in a dynamic environment and contribute to strategic financial planning. As a Central Planning & Analysis Associate within the Commercial & Investment Bank, you will engage with various lines of business and corporate groups to manage the timely delivery of management reporting. You will partner with team members to ensure all aspects of the profit and loss statement are understood and explained, providing variance analysis and handling ad hoc requests.

Requirements

  • Undergraduate degree in Finance, Accounting, Economics, or a related field.
  • At least 4+ years of experience in the Financial Services industry.
  • Excellent communication skills and ability to develop relationships with other teams.
  • Ability to manage multiple requirements under time pressure.
  • Maintain a high degree of accuracy and quality of work.
  • Strong analytical and problem-solving skills.
  • Ability to work with teams across different locations.
  • Strong attention to detail.
  • Proficient in Microsoft Excel and PowerPoint.

Nice To Haves

  • Experience in data transformation initiatives.
  • Familiarity with management information systems reporting.

Responsibilities

  • Serve as the key point of contact for the CIB Line of Business Planning & Analysis teams and Corporate Controllers to manage the forecast update process and reconciliation.
  • Liaise with the Corporate Planning & Analysis team to ensure adherence to month-end deliverables.
  • Ensure timely and accurate information delivery.
  • Conduct ad-hoc management information system reporting and analysis with the team.
  • Collaborate with CIB Central technology teams to support and drive data transformation initiatives.

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What This Job Offers

Career Level

Mid Level

Industry

Credit Intermediation and Related Activities

Education Level

Bachelor's degree

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