About The Position

The Commercial Banking Finance & Business Management (F&BM) team is looking for a strategic, analytical and energetic team lead to support the Wholesale Lending Services (WLS) organization. This is a high-impact leadership opportunity on our F&BM team ensuring senior management and business stakeholders across the Firm, have visibility into major initiatives, lending portfolios, financials and data insights to achieve their strategic objectives. This role will lead a Stakeholder Engagement team that partners closely with senior Operations leaders and key partners across CB Finance, Business Management and Data & Analytics teams to enable effective end-to-end execution.

Requirements

  • Bachelor’s degree in Business, Finance, Economics, or other related area with MBA preferred
  • Experience leading large, diverse teams and managing cross-functional initiatives
  • 15+ years of relevant experience in Business Management, Operations, or Consulting
  • Advanced presentation skills and ability to tell the story on initiatives
  • Highly motivated self-starter with excellent time management/prioritization skills
  • Self-motivated, tenacious and able to work with high degree of independence
  • Ability to work collaboratively; develop strong partnership with multiple levels of employees
  • Excellent written and oral communication skills
  • Excellent project management and organizational skills
  • Attention to detail with logical thought process
  • Ability to handle multiple priorities and produce successful results in a fast paced environment
  • Ability to interpret and present complex data
  • Ability to develop strong, positive relationships with business stakeholders
  • Strong PowerPoint and Excel skills required

Responsibilities

  • Serve as a strategic advisor to WLS and CB F&BM leadership, shaping and communicating business strategy, performance projections, and trends through executive-level presentations
  • Design monthly and quarterly business management and financial reporting packages to communicate business results in a transparent and concise manner to all constituents
  • Coordinate deliverables with business managers, finance, operations teams, and product organizations to support business priorities and transformation initiatives
  • Analyze large amounts of data to create impactful analysis to assist in developing WLS strategy
  • Ability to take analysis and create executive level presentation using PitchPro+
  • Partner with WLS and CB F&BM team to budget and forecast headcount and direct expenses
  • Partner and support the build out and enhancement of capacity models across WLS functions and activities
  • Participate in the activity based costing process used to allocate expenses across LOB’s and downstream client profitability system
  • Ensure robust financial controls and data integrity to support strategic decision-making
  • Demonstrate strong executive presence and the ability to influence and engage senior stakeholders across the organization
  • Foster a collaborative culture, building strong partnerships with peer team members and staff at all levels to achieve business goals
  • Lead, mentor, and develop a high-performing team, driving accountability, professional growth, and a culture of excellence
  • Exhibit superior communication skills, with the ability to interpret and present complex data and initiatives to diverse audiences
  • Manage multiple priorities in a fast-paced environment, delivering successful outcomes under tight deadlines

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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