The Cards & Connected Commerce Finance team provides real-time insights to Cards & Connected Commerce leadership on Business Performance, Annual operating plans, Standard financial reporting & Bespoke analysis. The team is structured with dedicated CFO's or CFO support teams, with each card product having its own on dedicated P&L and subsequent Balance sheet impacts. Team is adept translating business scenarios to actionable financial insights and is called upon to help on real time business decisioning on a variety of topics.
Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection 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
- Ensure coordinating the budgeting and forecasting process for the Cards & Connected Commerce business
- Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
- Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
- Produce presentations, analysis and supporting materials for key internal clients including senior management participate and support ad-hoc special projects and requests as needed
- Conduct deep dive analyses on key issues impacting client to determine root cause and propose solutions
- Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
- Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
Required qualifications, capabilities, and skills
- Graduation in Finance & Accounting
- Minimum 6 years of overall experience in Financial Planning & Analysis
- Self-starter who is able to work in a fast paced, results driven environment Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously.
- Candidate must be comfortable with frequently changing priorities. Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
- Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment Excellent organizational, management, and both verbal and written communication skills
- Strong quantitative, analytical, and problem solving skills.
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations Strong technical and analytical skills, including Excel, PowerPoint, Essbase,
Preferred qualifications, capabilities, and skills
- CFA, CPA, MBA, preferably within the banking or financial services industry
