About The Position

Join the Data & Analytics Finance & Business Management team for an exciting role to support the growth and success of the Product & Experience organization. As an Associate within the Finance and Business Management team, you will serve as a trusted advisor to the Consumer and Community Banking Data & Analytics executives, responsible for identifying, escalating, and mitigating business and financial risks. You will support senior leaders and key partners across Product & Experience Finance and Business Management teams to facilitate effective end-to-end execution. Your role as an Associate on the team offers a high-impact opportunity to ensure senior management across Product & Experience have visibility into major initiatives, business metrics, financials, and data insights to achieve their strategic objectives.

Requirements

  • 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 for various projects and stakeholders.
  • Attention to detail is a must with continuous focus on design excellence
  • Demonstrated ability in dealing with different stakeholder groups and driving the agenda
  • Excellent organization, project management and communication skills to communicate with all levels with a strong professional presence
  • Ability to articulate and demonstrate thoughtful rationale by story
  • Self-motivated, tenacious and able to work with high degree of independence
  • Excellent written and oral communication skills
  • Strong time management and prioritization skills
  • Strong PowerPoint, Excel, Pivot Table and Word skills

Responsibilities

  • Partner with Finance & Business Management to prepare executive presentations – package and present projections and performance trends by bringing financials and data together to tell a cohesive story
  • Design management reporting packages to communicate business results in a transparent and concise manner 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 amounts of data, assess KPI trends, and create impactful analysis to assist in developing strategy
  • Partner with Finance & Business Management team 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 system
  • Interact, collaborate, and partner with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources
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