Our Planning and Analysis team is responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.

As a Vice President - Markets Planning & Analysis within Financial Planning & Analysis (FP&A), you are primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation 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

Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance drivers
Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results
Lead additional one-off and repeatable analyses as required by senior management
Lead development of automation of reports and processes while continuing to invest in advanced analytics using tools like AI, ML, Python, Sigma, etc.
Communicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)
Support ad hoc projects as necessary

Required qualifications, capabilities, and skills

Master's Degree in Accounting, Finance, Economics, or related field
Advanced Microsoft Office skills (Excel & PowerPoint in particular)
Experience in the consolidation, review, analysis and presentation of Financials
Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
Excellent oral and written communication and relationship management skills
Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary

Preferred qualifications, capabilities, and skills

Experience in developing solutions for Finance function using tools like Sigma, LLM, Tableau, Python, Claude will be an added advantage
8+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers preferred
Previous experience in a finance / planning role in banking or financial services strongly preferred