Head of Strategic Finance & Resource Allocation
About the role
The role of Head of Strategic Finance & Resource Allocation is to build and lead enterprise capability for forward-looking financial strategy and resource allocation decisions. This role provides decision support that guides strategic priorities, aligns investment choices with long-term value creation, and partners to ensure capital and resources are deployed against the enterprise’s highest-priority opportunities.
Responsibilities
- Guide enterprise capital allocation and resource allocation analysis across growth, cost, risk, and balance sheet priorities, extensively partnering with relevant stakeholders.
- Frame and influence enterprise trade-offs across capital, cost structure, and growth investments, shaping MC- and BOD-ready decision inputs and narratives.
- Provide forward-looking enterprise decision support to guide strategic priorities, resource deployment, and executive decision-making.
- Leverage enterprise quantitative models, scenario analysis, sensitivity analysis, and external risk perspectives to inform assumptions, options, and recommendations.
- Deliver flexible and agile analytics solutions deployed to priority strategic problems, investment decisions, and emerging strategic questions.
- In concert with Enterprise Strategy, provide strategic financial partnership to guide strategic initiatives and enterprise decision forums.
- Deliver MC- and BOD-ready decision framing, executive materials, and recommendations that clarify choices, trade-offs, and implications.
Requirements
Deep financial analysis, enterprise FP&A, capital allocation, and resource allocation expertise.
Strong executive decision-framing skills, including the ability to translate complex analysis into clear choices, trade-offs, and recommendations.
Experience leveraging scenario modeling, sensitivity analysis, stress testing, and external risk perspectives to inform strategic decisions.
Strategic vision and enterprise orientation, with the judgment to balance growth, cost, risk, and balance sheet priorities.
Proven ability to build collaborative relationships across Finance, Enterprise Strategy, business lines, and executive leadership forums.
Strong communication and executive presence, including experience developing MC- and BOD-ready materials.
Demonstrated ability to build, lead, and scale high-performing analytical teams.
MBA, CFA, or equivalent advanced finance, strategy, or quantitative credentials.
Experience spanning both strategy and finance, ideally in an enterprise or corporate finance leadership capacity.
Experience leading capital allocation, strategic finance, or resource allocation functions at a large financial institution.
Familiarity with bank balance sheet dynamics, regulatory expectations, economic outlooks, and enterprise risk considerations.
Qualifications
Deep financial analysis, enterprise FP&A, capital allocation, and resource allocation expertise.
Strong executive decision-framing skills, including the ability to translate complex analysis into clear choices, trade-offs, and recommendations.
Experience leveraging scenario modeling, sensitivity analysis, stress testing, and external risk perspectives to inform strategic decisions.
Strategic vision and enterprise orientation, with the judgment to balance growth, cost, risk, and balance sheet priorities.
Proven ability to build collaborative relationships across Finance, Enterprise Strategy, business lines, and executive leadership forums.
Strong communication and executive presence, including experience developing MC- and BOD-ready materials.
Demonstrated ability to build, lead, and scale high-performing analytical teams.
MBA, CFA, or equivalent advanced finance, strategy, or quantitative credentials.
Experience spanning both strategy and finance, ideally in an enterprise or corporate finance leadership capacity.
Experience leading capital allocation, strategic finance, or resource allocation functions at a large financial institution.
Familiarity with bank balance sheet dynamics, regulatory expectations, economic outlooks, and enterprise risk considerations.
Skills
Deep financial analysis, enterprise FP&A, capital allocation, and resource allocation expertise.
Strong executive decision-framing skills, including the ability to translate complex analysis into clear choices, trade-offs, and recommendations.
Experience leveraging scenario modeling, sensitivity analysis, stress testing, and external risk perspectives to inform strategic decisions.
Strategic vision and enterprise orientation, with the judgment to balance growth, cost, risk, and balance sheet priorities.
Proven ability to build collaborative relationships across Finance, Enterprise Strategy, business lines, and executive leadership forums.
Strong communication and executive presence, including experience developing MC- and BOD-ready materials.
Demonstrated ability to build, lead, and scale high-performing analytical teams.
MBA, CFA, or equivalent advanced finance, strategy, or quantitative credentials.
Experience spanning both strategy and finance, ideally in an enterprise or corporate finance leadership capacity.
Experience leading capital allocation, strategic finance, or resource allocation functions at a large financial institution.
Familiarity with bank balance sheet dynamics, regulatory expectations, economic outlooks, and enterprise risk considerations.
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.