Plano, TX, USA
7 days ago
Financial Management - Senior Associate

Join our dynamic Digital & Platform Services Financial Management team, where you’ll help shape the future of our Commercial & Investment Bank (CIB). You’ll collaborate with talented colleagues, leverage innovative technology, and make a meaningful impact on our business and clients.

As a CIB Financial Management Associate in Digital & Platform Services, you play a key role in supporting financial discipline and strategic decision-making across our Operations teams. You’ll partner with business managers to deliver insightful financial analysis, enhance reporting, and drive process improvements. Your work helps ensure our financial architecture aligns with business objectives and supports ongoing technology and automation initiatives.

Job Responsibilities

Develop annual financial budgets and forecasts aligned with business drivers and investmentsBuild strong partnerships with Client Onboarding and Documentation (CO&D) and Applied AIML stakeholders as a trusted financial advisorCollaborate with Operations and Business Management teams to align financial reporting with strategic objectivesProduce high-quality, insightful materials to support key business messages and decisionsEnsure accurate and timely monthly financial reporting, including dashboards and business review supportDeliver consistent and meaningful data and trend analysis to inform business decisionsEnhance financial controls and streamline processes, introducing automation where possibleTrack and support ongoing technology enhancements and automation programsIntegrate cross-line of business financial hierarchies and develop cost-to-serve reportingMaintain strong financial and control processes to support business strategyOperate effectively in a fast-paced environment with multiple competing deadlines

Required Qualifications, Capabilities, and Skills

Bachelor’s degree required; Finance or Accounting 2 years of financial management experienceIntermediate computer literacy, including advanced Excel and PowerPoint skillsStrong verbal and written communication abilitiesTeam-oriented, inquisitive, and critical thinkerHighly motivated self-starter with strong time management and prioritization skillsProven ability to act independently and make sound decisionsAbility to challenge the status quo and effectively push back when appropriateStrategic and forward-thinking approach to process improvementsComfortable working under pressure and adapting to changing demandsStrong work ethic and sense of urgency

Preferred Qualifications, Capabilities, and Skills

MBA or CPAExperience supporting technology or automation initiativesFamiliarity with financial controls and operational metrics reportingExperience in a large, matrixed organizationExposure to cross-functional or cross-line of business financial integrationPrior experience in Commercial & Investment BankingDemonstrated ability to deliver process improvements
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