Corporate Planning & Analysis, Vice President

We are looking for a hard working professional to join our team!

As an Corporate Central Planning & Analysis, Vice Presided within the Corporate Central Analytics & Reporting Team, you will provide coverage across a broad range of key Corporate priorities including, Profit & Loss and Balance Sheet forecasting and budgeting, the quarterly earnings process, and relationship management of critical Corporate Planning & Analysis stakeholders (e.g. Investor Relations, Controllership, etc.)

The Corporate Sector Planning & Analysis team supports and partners with Corporate Sector Chief Financial Officers and their Finance & Business Management teams on financial forecasting, budgeting, reporting and other ad-hoc analysis and strategic priorities. The team also provides support for Firmwide P&A, Investor Relations, Regulatory & Capital Management, Resolution & Recovery, and other Corporate groups.

Job responsibilities

• Proactively engage stakeholders across the broader finance and business management organization to develop Corporate sector's consolidated monthly financial forecast and annual budget (P&L, Balance Sheet and RWA).
• Own the relationship with key Corporate P&A stakeholders including Firmwide P&A and Investor Relations, and serve as a primary conduit of business intelligence on behalf of Corporate P&A to continuously understand business drivers, goals, priorities and opportunities.
• Manage the Corporate Sector quarterly earnings submission, including partnering with Regulators, Firmwide P&A, Investor Relations, Controllership and Tax to assess quarterly results, develop a thorough earnings narrative for senior management, and prepare relevant internal materials and external filings
• Construct ad-hoc financial models and analytics to support critical Corporate Sector priorities and enable thoughtful senior management decision making
• Create and maintain relationships with peers across Corporate P&A to develop broad insight of the businesses across Corporate Sector and ensure Firmwide priorities and targets are implemented uniformly across the segment

• Advanced technological aptitude, including Excel, PowerPoint, Word and Essbase skills
• Bachelor's degree in business related discipline or equivalent experience required
• 7+ years of relevant experience desired
• Advanced analytical, problem-solving, and decision-making skills
• Communication skills - Ability to write and articulate financial results succinctly and efficiently in varying degrees of detail and form depending on the audience
• Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently adjusting priorities
• Good judgment and independent decision making are required
• Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
• Talented people manager with solid team-leadership skills

• Alteryx experience
• 5 years in planning and analysis and/or budgeting and forecasting