Executive Director, Consumer Banking Head of Planning & Analysis
About The Position
The Head of Planning and Analysis for Consumer Banking supports the Consumer Banking CFO and CEO with financial planning, reporting, and strategic analysis. The role leads initiatives for business performance reviews, budgeting, and capital stress testing, and partners with business teams and functions on financial reporting, process improvement, ad hoc analysis, and due diligence. The Planning & Analysis Group partners across the business and firm to provide financial and strategic analysis, central oversight and coordination of budgeting and forecasting, and strategic program management and execution. It also works to enhance analytics, automation, and process simplification. The position leads a team providing analytical support for business strategy and owns strategic deliverables and communication of insights to senior audiences and external stakeholders. It is expected to drive change, transformation, automation, and innovation, while developing top talent and improving the efficiency and effectiveness of the Planning & Analysis and Consumer Banking Finance & Business Management functions.
Requirements
- More than 10 years of experience in Finance/Accounting and/or management consulting in a medium to large diverse organization.
- Bachelor’s degree in Accounting or Finance.
- Experience in planning, forecasting, and budgeting.
- Ability to work across senior levels of the organization, including with the Consumer Banking CEO, in a leadership role and drive change.
- Strong team leadership and change-agent capabilities, with an interest in transforming and innovating the Planning & Analysis function through automation and AI.
- Strong judgment, professional maturity, personal integrity, and work ethic; proactive, results-oriented, fact-based approach; willingness to ask tough questions, challenge the status quo, and manage multiple tasks simultaneously.
- Strong quantitative, critical-thinking, analytical, and problem-solving skills; confidence with finance and accounting concepts; understanding of financial statements; and ability to clearly communicate complex concepts in a fast-paced environment while maintaining an effective controls environment.
- Strong interpersonal, verbal, and written communication skills, including the ability to synthesize financial information into concise, insightful, actionable recommendations and present to all levels of management.
- Exceptional attention to detail in providing accurate and timely data.
- Ability to manage a team of analytical-minded individuals and identify opportunities for automation, efficiencies, and process enhancements.
- Authorization to work in the United States; employment-based immigration sponsorship and assistance with other immigration sponsorship or benefits are not offered.
Nice To Haves
- Experience in Retail Financial Services.
- Master’s degree in Accounting or Finance.
Responsibilities
- Analyze business performance and develop and lead monthly senior business reviews with the Consumer Banking CEO and CFO and quarterly reviews with the Consumer & Community Banking CEO and CFO.
- Lead the planning cycle, including annual budgeting, periodic forecasting, variance analysis, and capital stress testing.
- Drive change, efficiencies, and process improvements in the Planning & Analysis and Consumer Banking Finance & Business Management functions.
- Conduct ad hoc analysis of the business and its drivers; identify opportunities for improvement and recommend actions.
- Lead a team providing analytical support for business strategy, own strategic deliverables, and communicate insights to senior audiences and external stakeholders.
- Build strong working relationships with senior leaders and teams, including the Consumer Banking CEO and CFO, other Consumer & Community Banking line-of-business Planning & Analysis teams, and the Consumer & Community Banking Planning & Analysis team.
- Ensure data integrity, accuracy, and timeliness in financial reporting.
- Recruit, develop, and manage top talent.
- Leverage AI, automation, and agent-based services to reduce operational complexity, improve speed and accuracy, and create capacity for higher-value work.
- Identify opportunities to automate work and improve efficiencies and processes.
Benefits
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
