You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for leading and coordinating the budgeting and forecasting process, including short- and long-term projections of earnings and capital across various economic scenarios. You will collaborate closely with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

Job responsibilities

• Manage the Securities Services Planning and Analysis team building key processes and systems to ensure timely, robust, accurate and relevant analysis and information provided to business heads, CFOs and Corp P&A leads, as well as Business Management, Product Controllers and other stakeholders.
• Focus will be on developing the analytical capabilities of the organization to enhance Securities Services business-focused support while simultaneously managing the demands of core P&A deliverables for CIB and Corporate. Includes ownership of the budget and forecasting processes, revenue control, expense management (including assisting with enforcement of CIB expense policy), as well as several other key business metrics and processes.
• Build on the many use cases of transformation projects already under way and bring it to completion. Deliver reliable, accurate and timely reporting solutions across Securities Services front office and support functions. Key reporting functions include client analytics, P&L, headcount, scorecards, regulatory and support for planning & outlook.
• Lead the expense agenda for the CFO and Finance leaders of CIB including the framework, analytics, reporting and ad-hoc analysis to provide insights to Securities Services CEO and CFO
• Create best-in-class reporting and analytics ecosystem that builds on dashboard environment by addressing reporting redundancy and simplifying navigation amongst existing reports. Bring to market tangible and scalable use cases for AI and LLMs to further harness insights from our finance and non-finance data.
• Work closely with relevant business and CFOs across the globe on return-oriented geographic expansion and to execute on expense efficiencies and synergies across the footprint. Be “the voice” of Securities Services
• Oversee for reviewing potential new business opportunities / mark to market
• Attract, developing and retaining a team of world class finance professionals

Required qualifications, capabilities, and skills

• 10+ years of finance and overall business management experience in a complex financial organization
• Outstanding analytical and presentation skills
• Proven ability to act independently with excellent decision-making skills
• Proven ability to work well under pressure and handle multiple projects and initiatives at same time
• Strong leadership skills with experience in demanding global environments, including building and motivating high-performance teams with a global focus.
• Demonstrated expertise in strategic planning, issue resolution, negotiation, and leading internal reviews to assess business and financial choices for achieving objectives.
• Great verbal and written communication skills, especially when engaging with senior-level management.
• Results-oriented background with a track record of delivering complex data in digestible formats and identifying opportunities for innovation.
• Extensive knowledge of MIS, accounting, product/client profitability, activity-based costing, project management, transfer pricing, and revenue sharing.
• Proficient in Tableau, Alteryx, Excel, PowerPoint, and emerging technologies such as ChatGPT, with experience working in matrix structures and across multiple locations.