Job Description:
• Owns the short and long term forecasting process and provides context to Line of Business Finance partners across Middle Market, Real Estate and Institutional
• Develops or enhances existing driver-based forecast models using product and client data to predict financial performance
• Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives
• Presents to senior Leadership on a monthly basis with a focus on translating business driver trends to forward looking expectations
• Complete required external and regulatory reports as needed
• Identify opportunities to improve internal team processes
• Provide research on miscellaneous items and complete ad hoc analysis as necessary
• Develop strong working relationships with business unit Leadership, peers, and partners
Requirements:
• Bachelor’s Degree (Finance, Accounting, Economics, Data Science, Mathematics, or related field)
• 3+ years of experience in Finance, Product Management or related field
• Proficient in Microsoft Office Suite (Excel and PowerPoint)
• Experience working with large complex data sets with emphasis on synthesizing patterns
• Organized self-starter with a bias for action and ownership attitude
• Strong financial acumen
• Detail oriented with the ability to thoroughly analyze and problem solve with limited direction
• Strategic mindset with the ability to connect data to financial outcomes
• Excellent interpersonal skills with the ability to establish solid working relationships across teams and experience levels
• Strong verbal and written communication skills
• Proven team player, willing to assist others as needed to ensure that group deadlines are met, and quality standards are achieved
• Ability to manage time and prioritize multiple tasks effectively
• Experience with data visualization applications (Tableau) preferred
• Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase) preferred
• Experience with SQL and Google Big Query preferred
• Commercial Banking and/or Deposit Portfolio experience
Benefits:
• This position is eligible for short-term incentive compensation
• Deferred incentive compensation subject to individual and company performance
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Apply Now