The Commercial & Investment Banking Finance & Business Management team is looking for a strategic, analytical and energetic professional to support the Client Onboarding and Servicing organization. This is a high-impact leadership opportunity on our Finance and Business Management team supporting the Global Client Experience and Controls teams, ensuring senior management has visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives. This role will partner closely with senior business leaders and key partners across CIB Finance, Business Management, Banking, and Data & Analytics teams to enable effective end-to-end execution.
Required qualifications, skills and capabilities
-
Ability to package and present business strategy, performance projections and trends bringing financials and data together to tell cohesive story
-
Design monthly and quarterly business management and financial reporting packages to communicate business results in a transparent and concise manner to all constituents
-
Coordinate deliverables with business managers, finance, project managers and other F&BM teams
- Analyze large amounts of data to create impactful analysis, assist in developing COS strategy, and create executive level presentation using PitchPro+
- Partner with COS and CIB F&BM team to budget and forecast headcount and direct expenses
-
Assist with build out and enhancement of capacity models across COS functions and activities
- Able to collaborate and influence colleagues at all levels across business to achieve goals without direct control over all resources
Preferred qualifications, skills and capabilities:
- Experience and knowledge of client onboarding and servicing for Global Commercial and Investment Banking clients
- Bachelor’s degree in Business, Finance, Economics, or other related area with MBA or Masters preferred
- 8-10+ years of relevant experience in Business Management, Operations, or Consulting
- Highly motivated self-starter with excellent time management/prioritization skills and able to work with high degree of independence
- Ability to work collaboratively; develop strong partnership with multiple levels of employees and stakeholders
- Excellent written and oral communication skills
- Attention to detail with logical thought process
- Ability to handle multiple priorities and produce successful results in a fast paced environment
- Ability to interpret and present complex data
- Strong PowerPoint and Excel skills required