Business Banking CFO Team
Business Banking (BB) is a part of Consumer and Business Banking (CBB) and is one of the industry leading providers of Deposit, Cash Management and Lending products and services to the small business segment. The Finance team reports into the Business Banking CFO and seeks a candidate with outstanding problem solving, financial analysis and relationship building skills to deliver full financial support to the BB organization. Candidate will serve as the analytical resource to support senior executives in understanding and managing the profitability of the business and drive the integration of client-level profitability into business decision making
Role and Responsibilities
Planning and Reporting Provide timely and accurate financial reporting, explain results and variances, track against targets and ensure profitability goals are achieved; support broader BB finance team and CFO
Support business case development across investments business initiatives and technology investments
Build rigorous, driver-based financial projections to articulate the value of the business / technology proposal
Advanced analytics on field coverage that can help drive the business as well as develop models to justify business actions (e.g. banker support and staffing plans)
Ensure consistent application of assumptions and methodology
Own strategic initiatives for Business Banking, consolidation into budgets and regular tracking
Partner with senior management, other finance and functional teams to lead and / or support strategic business projects to help achieve business goals
Drive integration of client and product profitability into business decision making
Banker coverage model/value of a banker
Incentive compensation plans
Technology investments
Marketing investments
Product simplification and sales strategy
Business Support Support executive leadership teams with internal presentations and business reviews, ad-hoc business projects with direct access to client-level data
Qualifications
Strong work ethic, proactive and results-oriented, fact based approach
Excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts
Excellent oral and written communication skills; ability to synthesize large amounts of data, summarize key concepts and articulate relevant issues to senior management
Strong technical skills Advanced Microsoft Office skills (PitchPro, Excel); proven track record of partnering with data scientists to deliver analytical insights
Self-starter who is driven to excel in all aspects of their role, seeks to break the status-quo and initiate improvements; work with team members within and outside the US
Bachelor's degree in Accounting, Finance or related discipline
3-5 years of relevant experience in financial analysis, client profitability analytics, pricing strategy
Keyword: consumer%20banking
Business Banking CFO Team
Business Banking (BB) is a part of Consumer and Business Banking (CBB) and is one of the industry leading providers of Deposit, Cash Management and Lending products and services to the small business segment. The Finance team reports into the Business Banking CFO and seeks a candidate with outstanding problem solving, financial analysis and relationship building skills to deliver full financial support to the BB organization. Candidate will serve as the analytical resource to support senior executives in understanding and managing the profitability of the business and drive the integration of client-level profitability into business decision making
Role and Responsibilities
Planning and Reporting Provide timely and accurate financial reporting, explain results and variances, track against targets and ensure profitability goals are achieved; support broader BB finance team and CFO
Support business case development across investments business initiatives and technology investments
Build rigorous, driver-based financial projections to articulate the value of the business / technology proposal
Advanced analytics on field coverage that can help drive the business as well as develop models to justify business actions (e.g. banker support and staffing plans)
Ensure consistent application of assumptions and methodology
Own strategic initiatives for Business Banking, consolidation into budgets and regular tracking
Partner with senior management, other finance and functional teams to lead and / or support strategic business projects to help achieve business goals
Drive integration of client and product profitability into business decision making
Banker coverage model/value of a banker
Incentive compensation plans
Technology investments
Marketing investments
Product simplification and sales strategy
Business Support Support executive leadership teams with internal presentations and business reviews, ad-hoc business projects with direct access to client-level data
Qualifications
Strong work ethic, proactive and results-oriented, fact based approach
Excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts
Excellent oral and written communication skills; ability to synthesize large amounts of data, summarize key concepts and articulate relevant issues to senior management
Strong technical skills Advanced Microsoft Office skills (PitchPro, Excel); proven track record of partnering with data scientists to deliver analytical insights
Self-starter who is driven to excel in all aspects of their role, seeks to break the status-quo and initiate improvements; work with team members within and outside the US
Bachelor's degree in Accounting, Finance or related discipline
3-5 years of relevant experience in financial analysis, client profitability analytics, pricing strategy
Keyword: consumer%20banking
