Develop, refine, and execute the financial strategy of the Bank in alignment with overall organizational goals.
Provide strategic financial insights and recommendations to senior leadership.
Collaborate with the CFO to ensure financial strategies comply with regulatory requirements and industry best practices.
Complete comprehensive budgets and forecasts for assigned business units in alignment with the long-term strategy of the Bank.
Oversee the preparation and distribution of accurate and timely financial reports, including income statements, balance sheets, and key performance indicators.
Implement and maintain robust financial reporting systems to provide actionable insights to senior management.
Collaborate with various departments to gather relevant financial data and ensure accuracy in reporting.
Develop and implement key performance indicators (KPIs) to measure and evaluate the financial performance of the Bank.
Work closely with department heads to analyze performance metrics and identify opportunities for improvement.
Drive initiatives to enhance operational efficiency, cost-effectiveness, and overall financial performance.
Collaborate with risk management teams to assess and mitigate financial risks.
Stay abreast of regulatory changes and industry trends affecting financial risk, and ensure the Bank's financial strategies are adaptive and compliant.

Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or relevant advanced degree preferred.
CPA or CFA certification is highly desirable.
Proven experience (5+ years) in a finance role within the banking or financial services sector.
In-depth knowledge of wealth management operations, financial regulations, and industry best practices.
Strong analytical, strategic thinking, and problem-solving skills.
Excellent communication and interpersonal skills, with the ability to influence and collaborate at all organizational levels.
Candidates must possess unrestricted work authorization and not require future sponsorship.

Director, Wealth & Financial Planning

Key skills