Capital & Balance Sheet, Planning and Analysis - Vice President

Job Responsibilites

• Analysis of Capital / Balance Sheet, including development of monthly business reviews for senior leaders and other stakeholders
• Work on the planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan and prior year
• Ad hoc analysis of the Capital and business drivers. Identify opportunities for improvement and recommend actions across the business
• Analytical support for business strategy, including ownership of strategic deliverables
• Work closely with other P&A teams and CIB Treasury team
• Ensure data integrity, accuracy and timeliness in all financial reporting

Required Qualifications, Capabilities, And Skills

• 6+ years of experience in a medium to large diverse organization in Finance/Accounting and or management consulting
• Bachelor's degree in Accounting/Finance
• Experience in planning, forecasting, budgeting (P&A role)
• 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
• Exceptional attention to detail related to providing accurate and timely data

Preferred Qualifications, Capabilities, And Skills

• Basel III, capital, and balance sheet management knowledge is preferred.
• Strong proficiency with AI tools, Excel, Alteryx, and PowerPoint required, proficiency with PitchPro preferred