Corporate Allocations  - Vice President

Corporate Allocations Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process for expense allocations. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Finance and Business Management community.

As a Vice President in the Corporate Allocations team, you will be responsible for developing analytical capabilities, supporting ad-hoc initiatives, building senior management presentations, and automating overall process activities. Responsibilities will also include monthly, quarterly, and ad-hoc reporting and analysis in collaboration with Corporate Sector Finance/CFO teams. You will also drive value-added change by simplifying processes, driving automation, and enhancing analytical support to the lines of businesses. The support will be tailored to senior leaders throughout the firm; therefore, this person must be comfortable working in a fast-paced environment with evolving priorities. Effective communication and strong collaboration with and beyond the team are also desirable.

• Prepare, consolidate, review and analyze a number of key financial activities related to expense allocations including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, and analyzing business drivers
• Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
• Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results
• Lead additional one-off and repeatable analyses as required by senior management
• Communicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)
• Support ad hoc projects as necessary

• Bachelor's Degree in Accounting, Finance, Economics, or related field
• 7+ years professional experience in handling large amount of data, analyzing P&L drivers
• Previous experience in a finance / planning role in banking or financial services required
• Exceptional analytical, problem solving, and critical thinking skills with a proven track record of execution against deliverables
• Advanced Microsoft Office skills (Excel & PowerPoint in particular)
• Experience with data and financial reporting tools such as Databricks, Tableau, and Essbase
• Experience in the consolidation, review, analysis and presentation of Financials
• Excellent oral and written communication and relationship management skills
• Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
• Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary