We are seeking a Director to be a critical team member of the Corporate FP&A; and PPNR Forecasting team. This highly visible role will report to the Head of PPNR Forecasting, Corporate FP&A; and will work with key stakeholders across the Firm to deliver on PPNR forecast execution, recurring and ad hoc financial analyses for senior Finance leadership and key projects across multiple segments and functions. This position provides a unique opportunity to obtain detailed knowledge and related expertise of the significant aspects of the Firm's global businesses. Candidates must have proven experience in executing or reviewing CCAR reporting schedules, conducting sophisticated financial and variance analyses, creating data visualizations, problem solving and crafting senior-level presentations. > Execute the preparation, consolidation, review, and analysis of PPNR forecasts > Drive the completion and submission of external reporting Y14-A schedules > Execute detailed analytical review of financials and identifying key themes and narratives > Perform and present what-if, pro-forma, and attribution analysis in support of the recurring processes and ad hoc requests for senior management and the Board of Directors > Engage and partner with teams across Finance and the wider organization including: Segment Finance (ISG, WM, IM, Infrastructure), Investor Relations, Firm Strategy & Execution, Tax, Capital, Treasury, Corporate Reporting, Risk, Technology > Support ongoing audit, risk monitoring, validation, controls and governance initiatives as it relates to PPNR processes > 7+ years of experience in the financial services sector, preferably with experience in CCAR, FP&A;, and/or capital planning > Experience and expertise in performing financial forecasts and providing financial analyses that highlight key drivers and dependencies impacting results > Excellent analytical, visualization, writing and presentation skills, including ability to execute complex analysis and summarize and present to senior stakeholders > Strong familiarity with Y-14A, specifically A.7a and A7b regulatory reporting schedules a plus > Expertise in MS Office Suite (Excel, PowerPoint, Word, Outlook, etc) > Experience with technology-enabled forecasting and data visualization tolls a plus (e.g., IBM Planning & Analytics, Essbase, Hyperion, Power BI, Tableau) > Excellent verbal and written (business writing) communication skills > Bachelor's degree in Finance, Accounting, Economics or related field preferred; MBA, CPA and/or CFA is a plus Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $80,000 and $90,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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