Join our Global Banking Planning & Analysis team and help shape the future of expense and investment management. We are seeking a strategic, analytical, and collaborative professional to deliver insights that drive business performance. This high-visibility role offers the opportunity to work closely with senior leaders and cross-functional partners, supporting key initiatives and financial objectives. If you are passionate about data-driven decision making and thrive in a dynamic environment, we invite you to apply. Be part of a team that values innovation, inclusivity, and continuous improvement.

As an Expense Analytics, Senior Associate within the Global Banking Planning & Analysis team, you will play a critical role in developing frameworks to monitor headcount, direct expenses, allocations, and investments in new products and front office staff. You will collaborate with business partners and senior leaders to prepare management reporting packages, track strategic initiatives, and support budgeting activities. This position offers exposure to executive leadership and the opportunity to influence key financial decisions.

Job responsibilities 

Prepare management reports and frameworks to track investments and strategic initiatives, including expense and headcount updatesCollaborate with Global Banking line-of-business partners to create and monitor headcount tracking metricsDevelop summaries to show progress on strategic initiatives, including expense savings and incremental investmentsProvide clear financial analysis to support executive understanding and decision makingBuild strong relationships across finance and business teams to enable effective collaborationConsolidate and summarize expense and headcount data, incorporating inputs from front office and support functionsSupport budgeting processes, including communication of centrally managed initiatives and providing oversightPartner with Firmwide and line-of-business Planning & Analysis teams to deliver accurate data for senior presentations and management offsitesDevelop robust expense tracking processes for monthly forecasts, analyzing variances from budgetCommunicate findings and recommendations clearly to all levels of managementIdentify opportunities for process improvement and contribute innovative solutions

Required Qualifications, Capabilities, and Skills

Bachelor’s degree in Finance, Economics, Accounting, or related field; minimum 4 years’ experience in management consulting, corporate finance, or accountingStrong technical and analytical skills, including advanced Excel and experience with financial reporting tools (Essbase, SAP)Deep understanding of bank balance sheets, profit & loss statements, and financial data analysisDemonstrated ability to create executive-level presentations; skilled in PowerPoint and/or PitchproExceptional analytical, problem-solving, and project management abilitiesStrong verbal and written communication skills; comfortable presenting to managementAbility to build relationships and influence cross-functional partners at all levelsAttention to detail, creativity, and strategic thinkingHighly organized, able to synthesize and summarize large data setsProactive work ethic; able to manage multiple tasks and meet deadlinesSelf-starter who challenges the status quo and drives improvements

Preferred Qualifications, Capabilities, and Skills

Basic knowledge of databases and programming languages (Python)Experience with data visualization tools (Tableau, QlikSense)