Reviews, challenges, and reports on forecasts and budgets by comparing current performance against plan, prior periods and prior forecasts, and evaluating current and future performance trajectory
Compiles financial information from a Line of Business (LOB) and consolidated perspective for presentation to stakeholders
Develops financial management dashboards, reports, presentations, ad hoc analysis, and research using Microsoft Office Suite and Emerging Technology tools
Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures with limited oversight
Supports new and ongoing projects and strategic initiatives by helping to create new processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
Exhibits strong attention to detail and applies analytical thinking and problem solving to deliverables while collaborating with key stakeholders and partners
Produces monthly financial packages tailored for executive‑level reporting and routines for the Private Bank line of business.
Key horizontal partner and liaison to the Private Bank BFO team and various horizontals across the organization including the Investments, Deposits and Lending Product areas.

2+ years of professional / demonstrated work experience within financial services industry
Bachelor’s Degree or equivalent work experience
General Ledger / EPM / Essbase Proficiency
Advanced Excel skills
Highly organized and proactive
Strong communication skills – able to communicate concepts both verbally and in writing
Detail-oriented with a control mindset and strong critical thinking skills
Proven ability working independently in a fast-paced, results-driven environment with evolving priorities
Excellent time management skills with the ability to meet critical deadlines
Demonstrated ability to work cohesively within a team-oriented environment
Demonstrated self‑motivation with a consistent track record of high performance.

Senior Finance Analyst – Planning and Analysis, Private Bank Consolidations Support

Key skills