Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital 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.

As a Vice President in Planning & Analysis, you will be responsible for preparing, consolidating, reviewing, and analyzing financial  activities related to budget and mid-year forecast, leadership, and quarterly earnings.  You must have sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. You must also be comfortable with frequently changing priorities and detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously. 

Job responsibilities

Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to, budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance driversExecute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendarsAnalyze line of business business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial resultsLead additional one-off and repeatable analyses as required by senior managementCommunicate and coordinate effectively with the lines of business and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)Support ad hoc projects as necessary

Required qualifications, capabilities, and skills

Bachelor's Degree in Accounting, Finance, Economics, or related field6+ years professional experience in handling large amount of data, analyzing P&L and balance sheet driversPrevious experience in a finance / planning role in banking or financial servicesAdvanced Microsoft Office skills (Excel & PowerPoint in particular)Experience in the consolidation, review, analysis and presentation of financialsExceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverablesExcellent oral and written communication and relationship management skillsDetail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressureSelf-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary

Preferred qualifications, capabilities, and skills

Experience with internal financial systems such as Essbase and Hyperion preferred

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.