Key skills
SQLTableauLeadershipBudgetingCommunicationDecision Making
About this role
Role Overview
- Responsible for Financial Planning and Analysis (FP&A) for the Consumer Banking, Wealth, and Investment management business
- Analyze data for decision making by senior leadership
- Manage multiple projects in parallel
- Prepare various FP&A reports including performing variance analysis
- Responsible for forecasts and planning/budgeting process
- Review and analyze variances
- Prepare various business reviews and ad-hoc financial analysis to support senior management decisions
- Support the business on periodic and ad-hoc projects
Requirements
- CA/CPA or MBA finance with 7+ years of relevant work experience
- 7+ years of relevant work experience in Financial Planning & Analysis and Data Analysis in Banking industry
- Strong abilities on FP&A and Data Analysis
- Strong computer skills including MS excel, power point
- Familiarity with reporting tools like SQL, Essbase, Alteryx, Tableau
- Prior Banking and Financial services industry experience, preferably Retail banking and/or Wealth/Investment Management
- Strong communication skills (both verbal and written)
Tech Stack
- SQL
- Tableau
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- Flexible work arrangements