Come help shape strategic decisions, optimize financial performance, and support business growth at the firm! This role allows you to collaborate with talented professionals, leverage cutting-edge tools, and make a difference in a dynamic, fast-paced environment. If you’re ready to enhance your career and deliver results, we want you on our team.

As an Corporate Central Planning & Analysis, Vice Presided  within the Corporate Central Analytics & Reporting Team, you will provide coverage across a broad range of key Corporate priorities including, Profit & Loss and Balance Sheet forecasting and budgeting, the quarterly earnings process, and relationship management of critical Corporate Planning & Analysis stakeholders (e.g. Investor Relations, Controllership, etc.) 

The Corporate Sector Planning & Analysis team supports and partners with Corporate Sector Chief Financial Officers and their Finance & Business Management teams on financial forecasting, budgeting, reporting and other ad-hoc analysis and strategic priorities. The team also provides support for Firmwide P&A, Investor Relations, Regulatory & Capital Management, Resolution & Recovery, and other Corporate groups. 

Job responsibilities

Proactively engage stakeholders across the broader finance and business management organization to develop Corporate sector’s consolidated monthly financial forecast and annual budget (P&L, Balance Sheet and RWA).Own the relationship with key Corporate P&A stakeholders including Firmwide P&A and Investor Relations, and serve as a primary conduit of business intelligence on behalf of Corporate P&A to continuously understand business drivers, goals, priorities and opportunities. Manage the Corporate Sector quarterly earnings submission, including partnering with Regulators, Firmwide P&A, Investor Relations, Controllership and Tax to assess quarterly results, develop a thorough earnings narrative for senior management, and prepare relevant internal materials and external filingsConstruct ad-hoc financial models and analytics to support critical Corporate Sector priorities and enable thoughtful senior management decision making Create and maintain relationships with peers across Corporate P&A to develop broad insight of the businesses across Corporate Sector and ensure Firmwide priorities and targets are implemented uniformly across the segment

Required qualifications, capabilities, and skills

Advanced  technological aptitude, including Excel, PowerPoint, Word and Essbase skillsBachelor's degree in business related discipline or equivalent experience required7+ years of relevant experience desiredAdvanced analytical, problem-solving, and decision-making skillsCommunication skills - Ability to write and articulate financial results succinctly and efficiently in varying degrees of detail and form depending on the audienceOrganizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently adjusting prioritiesGood judgment and independent decision making are requiredAbility to maintain composure in a fast-paced environment and prioritize projects accordinglyTalented people manager with solid team-leadership skills

Preferred qualifications, capabilities, and skills

Alteryx experience5 years in planning and analysis and/or budgeting and forecasting