Play a critical role in supporting the Consumer and Business Banking segment through high-quality financial forecasting, analysis, and reporting
Responsible for developing and maintaining consumer loan balance sheet, interest income, FTP, and loan fee forecast on a monthly basis.
Deliver actionable financial insights and timely reporting for internal stakeholders
Serve as trusted finance partner for the Business Banking leadership team and Consumer segment stakeholders, providing insight and support to drive informed decision-making
Lead the preparation of monthly forecasts and annual budgets by product and vertical, in close collaboration with finance and business partners
Develop, maintain, and enhance driver based forecast tools to ensure accuracy, consistency, and timely delivery of financial outputs
Deliver detailed month-end variance analysis versus forecast, prior period, and budget, highlighting key drivers and implications
Translate financial results, trends, and variances into clear, actionable narratives for senior leadership and business partners
Support monthly Financial Performance Review process, including preparation of materials and analytical support as directed
Lead and execute special projects in support of initiatives and enterprise strategies with a focus on improving financial performance
Perform other duties as assigned

Bachelor's degree
5 + years of financial analyst/analytics experience
Financial Services experience strongly preferred
Self-motivated, forward-thinking individual with ability to work through strategic and ambiguous problems and drive enhanced financial performance
Strong interpersonal and communications skills, with the ability to convey complex financial concepts clearly and concisely to audiences at all levels
Strong quantitative, analytical and critical thinking skills. Understand the concept of materiality (i.e., knows when information is relevant)
Proficiency in Excel, PowerPoint, and Word
Proficiency in Essbase / Smart View, SAS or SQL desired

Finance Liaison

Key skills