Mid-Level, Senior
Finance & Business Management
Are you someone with a proclivity for storytelling with financial data—strategic, analytical, and energetic? Do you enjoy building relationships, working with data, solving problems, and driving results in a fast-paced, collaborative environment? Join the Data & Analytics Finance & Business Management team in an exciting role supporting the growth and success of the Product & Experience organization.
As a Finance & Business Management (F&BM) Associate supporting Consumer & Community Banking Data & Analytics (Product & Experience), you will serve as a trusted advisor to D&A executives—responsible for identifying, escalating, and mitigating business and financial risks. You’ll support senior leaders and partners across Product & Experience to enable effective end-to-end execution, bringing financials and data together to tell a cohesive story. This high-impact role ensures senior management has the insights needed to plan, forecast, and drive strategy.
Job Responsibilities
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Partner with Finance & Business Management to prepare executive presentations, packaging and presenting projections and performance trends that bring financials and data together into a cohesive story
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Design management reporting packages to communicate business results transparently and concisely to all constituents
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Coordinate deliverables with business managers, finance, delivery managers, and other Finance & Business Management teams
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Create executive-level presentations using PowerPoint/PitchPro+ to present analysis
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Analyze large data sets, assess KPI trends, and create impactful analysis to help develop strategy
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Partner with Finance & Business Management to budget and forecast headcount and direct expenses
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Participate in the activity-based costing process used to allocate expenses across lines of business and downstream client profitability systems
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Interact, collaborate, and partner with peers across business and staff areas at all levels, achieving goals without direct control over all resources
Required Qualifications, Capabilities, and Skills
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Bachelor’s degree in Business, Finance, Economics, or other related area
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5+ years of work experience in Financial Services with a financial analysis, business management, and/or accounting/controller background
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Proven experience delivering timely, high-quality presentations and/or reporting, with strong attention to detail and a focus on design excellence
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Demonstrated ability to engage different stakeholder groups and drive the agenda
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Excellent organization, project management, and communication skills, with a strong professional presence across all levels
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Self-motivated and tenacious, with the ability to work independently and manage time and priorities effectively
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Strong PowerPoint, Excel, Pivot Table, and Word skills
Preferred Qualifications, Capabilities, and Skills
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Ability to articulate thoughtful rationale through storytelling with data
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Experience with activity-based costing or expense allocation processes
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Experience budgeting and forecasting headcount and direct expenses
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Experience supporting data, analytics, product, or technology organizations
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