Finance Manager
About The Position
Join our dynamic finance team as a Finance Manager supporting the Wealth Management business. This role is focused on supporting the Wealth Management balance sheet, including forecasting and reporting loans and deposits to drive strategic decisions, providing sophisticated financial analysis, and producing insightful reporting on Wealth Management performance. You will act as a key partner to line-of-business personnel, especially the Wealth Management Banking group, as well as Corporate Treasury, Controllers, and other members of the Wealth Management finance team. The ideal candidate possesses excellent financial analysis skills, thrives on data-driven insights, collaborates across teams, is an excellent communicator, and identifies and solves difficult problems.
Requirements
- Bachelor's degree, or equivalent work experience
- Six or more years of related experience
Nice To Haves
- Strong understanding of financial statements, P&L management, balance sheet dynamics.
- Experience partnering with internal stakeholders, including senior management and business unit heads.
- Advanced proficiency in Microsoft Excel, PowerPoint and financial tools (Essbase, Workday, PowerBI, Tableau, SQL).
- Sophisticated knowledge of financial analysis concepts and methodologies.
- Familiarity with financial services and banking industry.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent communication skills for presenting complex financial insights to non-finance audience.
- Intellectual curiosity, proactive mindset and ability to challenge assumptions while working collaboratively.
Responsibilities
- Perform financial forecasting, planning, and variance analysis for Wealth Management balance sheet, interest income, and associated key metrics.
- Maintain and create product level returns, with appropriate capital allocations, for Wealth Management lending products.
- Produce weekly, monthly, and quarterly reports for Wealth Management performance.
- Monitor and analyze business-level performance, identify trends, risks and opportunities.
- Develop and maintain financial models to evaluate strategic decisions, such as relationship lending or deposit pricing strategies.
- Prepare management reports, presentations and ad-hoc analyses for senior leadership.
- Collaborate with cross-functional teams (e.g. Treasury, Risk, HR, Controllership, Portfolio Management) to support forecast/planning process, month-end close activities and relationship profitability analysis.
- Drive process improvements, such as enhancing reporting tools or simplify operations to focus on high-impact areas.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
