Join our dynamic Central Planning & Analysis team as a Vice President, where your expertise will shape the financial future of Global Corporate Banking. You’ll drive strategic initiatives, manage a diverse lending portfolio, and deliver actionable insights to senior leadership. This is an opportunity to make a significant impact, collaborate with top talent, and advance your career in a fast-paced, innovative environment. If you thrive on solving complex problems and leading high-performing teams, we want to hear from you.
As a Vice President in the Central Planning & Analysis (P&A) team for Global Corporate Banking, you will play a pivotal role in financial planning, analysis, and management reporting. Based in Chicago or Plano, you will oversee central P&A functions, manage the lending product portfolio, and forecast balance growth. This role offers the opportunity to lead strategic initiatives, develop a high-performing team, and provide critical insights to drive business performance.
Job Responsibilities
Lead the financial planning process, including budgeting, forecasting, and reporting of business financials. Oversee the annual planning and monthly forecast cycle, ensuring alignment with strategic objectives and providing insightful analysis to support decision-making.Participate in earnings release activities and prepare materials for business reviews. Collaborate with cross-functional teams to gather and analyze data, providing clear and actionable insights.Manage the lending product portfolio for the GCB business. Develop forecasting models to project balance growth and assess performance drivers.Participate in calls to explain financial movements and provide strategic recommendations.Provide key metrics to measure business performance against benchmarks. Conduct ad-hoc analysis of business KPIs to identify trends and opportunities.Collaborate with business management to spearhead strategic initiatives. Serve as a trusted advisor, crafting innovative solutions to pinpoint growth opportunities.Lead and develop a team, fostering deep knowledge in economic drivers, product structures, and financial reporting.Develop and deliver compelling presentations for senior management. Exhibit strong communication skills to effectively convey financial insights and strategies.Enhance controls and streamline processes using automation tools like Alteryx and Python.Required Qualifications, Capabilities, and Skills:
Bachelor’s degree in Accounting, Finance, or a related field.10+ years of experience in Financial Services, with a strong accounting/controller background.Advanced skills in Excel and PowerPoint.Strong analytical and problem-solving skills, with the ability to analyze large data sets and present conclusions concisely.Strong storytelling and presentation skills, with the ability to craft and deliver executive-level presentations.Strong verbal and written communication skills, with the ability to articulate complex issues clearly.Highly motivated and able to thrive under pressure and tight deadlines.Integrity in handling highly sensitive and confidential information.Team player with the ability to be respected as a trusted partner for the Business and Finance Team.Preferred Qualifications, Capabilities, and Skills:
Experience with automation tools such as Alteryx and Python.Tableau skills.Inquisitive, enthusiastic, and diligent, capable of challenging peers.Experience in managing and developing high-performing teams.Proven ability to collaborate across cross-functional teams.Experience in lending product portfolio management.Strategic advisory experience in a financial services environment