Analyst - Financial Planning & Analysis

Product Experience & Technology – Planning & Analysis – Analyst (502)

The Product Experience & Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. The team provides financial analysis and perspective to senior management, which supports decision-making. The team manages 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, the PXT P&A team leads the financial analytics for, and consolidation of monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams. The team also contributes to analyses that lead to public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Investor Day and industry conferences.

One of the key initiatives across the broader CCB Finance organization is to leverage dashboards to deliver real-time insights to the leadership team. The PXT P&A team helps to craft the team’s reporting strategy and execute on data visualization and automation initiatives. 

Key responsibilities:

• Produce management reports on a weekly, monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality

• Handle adhoc requests coming from senior management on metrics and P&L lines in a timely manner by understanding the context of the requests.

• Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner.

• Play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle.

• Handle month close related deliverables including review decks and walks. 

• Support Capitalization & Amortization for the Internally developed Software

• Continuously look at opportunities to simplify / automate / Dashboard BAU processes

Skills required/desired for the role:

• Proven ability to take initiative, influence others, and achieve results

• Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables, execute toward milestones, and identify roadblocks.

• Strong communication, presentation, planning, and inter-personal skills.  Confidence to work directly with senior managers to influence direction and provide a counter point.

• CA / MBA / CWA with 1-3 years of experience in financial planning and analysis

• Strong knowledge of Excel and Powerpoint

• Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions

Preferred qualifications, capabilities, and skills

Knowledge and experience of SQL, Alteryx, Python, Data Science, Artificial Intelligence and Machine Learning