Finance & Business Management

Join Consumer & Community Banking Data & Analytics, where we create customer- and employee-obsessed experiences powered by high-quality data and best-in-class advanced analytics. You’ll join a global finance team that manages financials and optimizes business performance—measuring results, delivering value-added analysis, and presenting recommendations to senior leaders across the organization.

As a Finance & Business Management Associate in Consumer & Community Banking Data & Analytics, you will support budgeting, forecasting, reporting, and analysis while helping manage resources and vendor financials. You’ll distill complex business problems into clear narratives and executive-ready presentations, act as a connective hub across Product, Engineering, and Design, and identify opportunities to automate and streamline reporting. Your work will improve visibility into spend, headcount, and portfolio execution—helping leaders make faster, better-informed decisions.

Job Responsibilities

• Support financial budgeting, reporting, forecasting, and analysis for CCB D&A, including expenses, allocations/chargebacks, and outlook updates

• Analyze variances, trends, risks, opportunities, and performance against budget, forecast, and targets, identifying key drivers and sensitivities

• Distill complex business problems into clear narratives and executive-ready presentations, with a strong focus on data visualization and storytelling

• Synthesize financial and operational data into logical frameworks to support business cases and performance reporting

• Coordinate vendor financial management activities (forecasting, invoicing support, renewals calendar, contract/PO coordination) with Sourcing and Vendor Management

• Maintain financial hygiene across recurring processes (e.g., accrual coordination, cost center hygiene)

• Build business cases for relevant AI use cases and prioritized initiatives, showing both financial and non-financial value across the portfolio

• Track headcount, hiring plans, and position management; coordinate workforce and capacity planning with HR and business managers

• Act as a connective hub across Product, Engineering, Design, and partner teams to ensure alignment on financial priorities and deadlines

• Identify opportunities to streamline and automate reporting and business management workflows, reducing manual effort and improving data quality

• Support adoption of tooling and best practices across the organization (e.g., Copilot, LLM Suite, AI trainings/agents), and manage multiple projects independently

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree

• 1+ years of financial services experience

• Exceptional proficiency in Microsoft PowerPoint and Excel, with familiarity with reporting tools (e.g., Tableau, ThoughtSpot)

• Strong analytical and problem-solving skills, with the ability to analyze data, work independently, and find cost-effective solutions

• Excellent communication and interpersonal skills, with comfort interacting with senior business and corporate leaders

• Sound judgment and independent decision-making, with composure in a fast-paced environment

• Strong organizational skills, with the ability to manage numerous deliverables and adapt to changing priorities

Preferred Qualifications, Capabilities, and Skills

• Experience in Business Management, FP&A, or Data-focused roles

• Experience supporting Technology and/or Product organizations, ideally in Data, Analytics, Platforms, or Engineering environments

• Working familiarity with technology financials and vendor management concepts (e.g., run vs. change, consumption-based vendors, GPU/token usage)

• Understanding of data and analytics concepts (data platforms/publishing, data governance/management, analytics products, AI/ML delivery)

• Experience with dashboard reporting or other visual representation of KPIs

• Intellectual curiosity and a desire to learn new functions and processes across a diverse department