Senior Associate, Business Manager - Merchant Services
About The Position
The Client Onboarding & Service Finance & Business Management team is seeking a professional to support Merchant Services, who has a penchant for story-telling with financial data and a desire to be strategic and operates with a sense of urgency. As a Senior Associate, Business Manager – Merchant Services in our Client Onboarding & Service Finance & Business Management team, you will have a high impact, large remit opportunity to ensure that senior management across the Global Bank have visibility into major Client Onboarding & Service initiatives, metrics, financials, and insights. Our goal is to support business growth while playing a key role in client retention through their onboarding and servicing experience.
Requirements
- At least 5 years of experience in Client Onboarding & Service, project management, or finance in roles that required an advanced skillset in storytelling and context setting
- Ability to work collaboratively; develop dynamic partnership with multiple levels of stakeholders and integrate with the business
- Advanced presentation skills (PowerPoint and/or PitchPro) with an expectation to repurpose standard content, as well as design & build – accounts for ~50% of role
- Intermediate Excel Skills – Proficiency in using more complex functions with an instinct for automation and visualization
- Ability to interpret and present complex data with an advanced attention to detail and in an engaging manner
- Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
- Excellent problem solving, resourcefulness and critical thinking skills
- Naturally curious, with a desire to use data to promote efficiency or improve outcomes
- Operate with a sense of urgency and know how to prioritize accordingly
Nice To Haves
- Experience in Process and/or Continuous Improvement
- Cross-Functional Leadership – Demonstrated ability to lead and collaborate effectively across diverse teams and departments
- Dynamic Stakeholder Management – Proven expertise in building and maintaining relationships with key stakeholders, ensuring alignment and effective communication to support strategic goals and project success
Responsibilities
- Partner with Client Onboarding & Service and Finance & Business Management to understand the business and their key objectives to be able to prepare executive presentations – ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story
- Design management for reporting packages to communicate business results in a transparent and concise manner
- Coordinate operations & deliverables with other business managers, finance, project managers, and senior stakeholders across the firm
- Analyze complex data sets, assess KPI trends, and create impactful insights using statistical analysis tools to assist in strategy development
- Partner with Client Onboarding & Service and Finance & Business Management team to budget and forecast headcount and expense
Benefits
- comprehensive health care coverage
- on-site health and wellness centers
- a 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
Senior
Education Level
No Education Listed
