Finance & Business Management

Join the Consumer and Community Banking Data & Analytics (D&A) Finance team, a global group that helps leaders optimize performance through disciplined financial management, strong controls, and value-added analysis. You’ll work across Product and Technology, partnering with stakeholders to improve transparency into results, risks, and opportunities—and to deliver insights leaders can act on. As a Finance & Business Management Analyst in Consumer and Community Banking Data & Analytics Product & Technology, you will support budgeting, forecasting, reporting, and analysis across the organization. You’ll own key components of the Product & Technology Profit & Loss (P&L), analyze performance versus plan, and translate complex data into clear narratives and executive-ready presentations. You will manage multiple priorities independently while collaborating closely with partners across the Data & Analytics portfolio and firmwide finance teams.

Oversee budgeting, forecasting, reporting, and financial analysis for CCB D&A Product & Technology functions Analyze variances versus budget, forecast, and targets, identifying trends, risks, opportunities, and key business drivers Own components of the Product & Technology P&L, including multi-year budget and actuals reporting Develop executive-ready narratives and presentations with a focus on data visualization and storytelling Translate financial and operational data into structured frameworks to support business cases and performance reporting Enhance management reporting and improve the financial reporting and business analysis framework Support ad hoc financial analyses for key functional areas and identify efficiency opportunities Partner with stakeholders across the D&A portfolio and firmwide finance teams to align assumptions and deliverables Manage multiple projects concurrently, prioritizing effectively and adapting to changing business needs Required Qualifications, Capabilities, and Skills Bachelor’s degree (or equivalent relevant experience) 2+ years of financial services experience Proficiency in Excel and PowerPoint, with experience building executive-ready materials Strong analytical and problem-solving skills, including ability to synthesize complex data into actionable insights Ability to work independently, exercise sound judgment, and manage multiple deliverables under deadlines Strong communication and interpersonal skills, including comfort engaging with senior leaders Strong organizational skills and ability to operate effectively in a fast-paced environment Preferred Qualifications, Capabilities, and Skills Experience in planning & analysis (P&A) and/or Data & Analytics (D&A) organizations Experience with Essbase (or similar financial planning/reporting tools) Experience with dashboard reporting and KPI visualization (e.g., building management dashboards) Demonstrated ability to influence across teams and build consensus in a matrixed environment Intellectual curiosity and willingness to learn new processes and functions quickly