Finance Segment/Region Liaison
About The Position
The Segment/Region Liaison plays a critical role in supporting the Consumer and Business Banking segment through high-quality financial forecasting, analysis, and reporting. This role is responsible for developing and maintaining consumer loan balance sheet, interest income, FTP, and loan fee forecast on a monthly basis. In addition to core forecasting responsibilities, the role delivers actionable financial insights and timely reporting for internal stakeholders. The position serves as a key liaison between Central Finance, Business Banking, Vehicle Finance and other Consumer partners with a primary focus on supporting the Business Banking team within the Consumer Banking segment.
Requirements
- Bachelor's degree
- 5 + years of financial analyst/analytics experience
Nice To Haves
- Financial Services experience strongly preferred
- Self-motivated, forward-thinking individual with ability to work through strategic and ambiguous problems and drive enhanced financial performance
- Strong interpersonal and communications skills, with the ability to convey complex financial concepts clearly and concisely to audiences at all levels
- Strong quantitative, analytical and critical thinking skills. Understand the concept of materiality (i.e., knows when information is relevant)
- Proficiency in Excel, PowerPoint, and Word
- Proficiency in Essbase / Smart View, SAS or SQL desired
Responsibilities
- Serve as trusted finance partner for the Business Banking leadership team and Consumer segment stakeholders, providing insight and support to drive informed decision-making
- Lead the preparation of monthly forecasts and annual budgets by product and vertical, in close collaboration with finance and business partners
- Develop, maintain, and enhance driver based forecast tools to ensure accuracy, consistency, and timely delivery of financial outputs
- Deliver detailed month-end variance analysis versus forecast, prior period, and budget, highlighting key drivers and implications
- Translate financial results, trends, and variances into clear, actionable narratives for senior leadership and business partners
- Support monthly Financial Performance Review process, including preparation of materials and analytical support as directed
- Lead and execute special projects in support of initiatives and enterprise strategies with a focus on improving financial performance
- Perform other duties as assigned
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
