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. 

Job Responsibilities

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 driversExecute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendarsAnalyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial resultsLead additional one-off and repeatable analyses as required by senior managementCommunicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)Support ad hoc projects as necessary

Required qualifications, capabilities, and skills 

Bachelor's Degree in Accounting, Finance, Economics, or related field7+ 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 requiredExceptional analytical, problem solving, and critical thinking skills with a proven track record of execution against deliverablesAdvanced 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 FinancialsExcellent oral and written communication and relationship management skillsDetail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressureSelf-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary