The Product Experience & Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. We provide financial analysis and perspective to senior management, which supports decision-making. We also manage traditional financial planning workstreams, such as the monthly forecast process, annual budget and analytic analysis. In addition, in partnership with strategy and finance teams across the business, we lead the financial analytics for, and consolidation of, monthly business review materials for meetings with both firmwide and Consumer & Community Banking leadership teams. 

As a Senior Associate on the PXT P&A team, you will have the opportunity to contribute to key business strategies and financial performance through your analytical skills. You will be instrumental in public disclosures at Investor Day and industry conferences, and will use dashboards to provide real-time insights to our leadership team. Your role will involve supporting financial processes and reporting, coordinating materials for leadership meetings, creating ad-hoc analytics for senior management, and ensuring data integrity in all financial reporting. You will also have the chance to promote change through defining dashboard requirements and automation, and to collaborate with other business lines to ensure compliance and understanding of financial planning. 

Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment/work visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas).

Job responsibilities

Support all financial processes and reporting including, month end, bi-weekly/monthly financial planning, forecasting, reporting and analysis, as well as budget, controls governance, and project planningSupport and create the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future yearsProvide financial storytelling and variance analysisCoordinate materials for leadership team meetings (e.g., Business Reviews) and external forums (i.e., Investor Day and industry conferences)Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysisEnsure data integrity, accuracy and timeliness in all financial reporting and presentationsPartner with other sub lines of businesses (LOBs) to ensure compliance and understanding of financial planning

Required qualifications, capabilities, and skills

Bachelor’s degree in Accounting/Finance5+ years of work experience in financial planning and analysis for retail financial services Excellent time management skills and ability to multi task and handle competing priorities under pressure and high energy level with passion for driving quantifiable business results.  This includes the ability to work independently as well as in a team setting. Strong analytical, critical thinking, and problem-solving skillsAbility to distill large quantities of information (both data and qualitative content) into main takeawaysDetail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable mannerExercises sound judgment and observes the highest degree of confidentialityAbility to communicate and present to partners and senior leaders (both oral and written)Strong knowledge of Microsoft Office (PowerPoint and Excel) and EssbaseExperience with data analytics and visualization tools (e.g., Alteryx, Tableau)