The Planning & Analysis Group is responsible for partnering within the business and across the Firm to provide financial and strategic analysis, central oversight, and coordination of firmwide budgeting and forecasting, macroeconomic scenario design and distribution, and strategic program management and execution including the Firmwide Forecasting Framework.
This includes oversight for firmwide reporting across all four lines of business (LOB) : Corporate and Investment Bank (CIB), Asset Management (AM), Consumer and Community Banking (CCB) and Commercial Bank (CB).
Additionally, P&A helps drive and improve automation, simplification of processes and the enhancement of analytics.
These roles primarily support the strategic analysis of our financial planning framework, in addition to partnering closely with LOB business teams and functions for core financial reporting, process improvement, ad-hoc analysis and due diligence.
Job Responsibilities :
- Analysis of business performance primarily revenue, including development and leadership of senior monthly business reviews
- Lead the revenue planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan
- Ad hoc analysis of the business and business drivers. Identify opportunities for business improvement and recommend actions across the business
- Work closely with other LOB P&A teams and the central Payments P&A teams
- Drive efficiencies and process improvement to the P&A function
- Ensure data integrity, accuracy and timeliness in all financial reporting
Required Qualifications, Skills and Capabilities :
- 10+ years experience in a medium to large diverse organization in Finance / Accounting and or management consulting
- Bachelors degree in Accounting / Finance
- Experience in planning, forecasting, budgeting (P&A role)
- Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
- Strong quantitative, critical thinking and analytic skills, excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, understanding of financial statements, has the ability to comprehend and clearly communicate complex concepts in a fast-paced, dynamic environment and provide strong documentation
- Strong interpersonal, verbal and written communication skills - ability to synthesize financial information into concise, insightful and actionable recommendations comfortable interacting with and presenting to all levels of management
Preferred Qualifications, Skills and Capabilities
- Strong proficiency with Powerpoint required, proficiency with PitchPro preferred
- Exceptional attention to detail related to providing accurate and timely data
- Ability to work across senior levels of the organization in a leadership role and drive change
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