Treasury Financial Planning & Analysis, Senior Associate
About The Position
Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB. As a Treasury Financial Planning & Analysis Senior Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.
Requirements
- 4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
- Strong understanding of accounting principles, balance sheet and CIB product
- Proven record in high complexity/intensity environment
- Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
- Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
- Meticulous attention to detail
- Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
- Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
- Strong relationship management skills
- Proficiency in Excel
- Experience with Alteryx, Tableau, and AI tools
- This position is not eligible for sponsorships.
Responsibilities
- Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
- Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
- Provide ongoing updates to CIB Treasurer
- Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
- Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
- Provide ad-hoc analysis supporting key deliverables such as earnings etc.
- Contribute to control and efficiency initiatives, improving control documentation and process efficiency
Benefits
- We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
- Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
- We also offer a range of benefits and programs to meet employee needs, based on eligibility.
- These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
