Brooklyn, NY, United States
21 hours ago
Central Planning & Analysis Client Reporting Vice President

As a visionary leader in planning and analysis, our VP drives strategic initiatives that optimize business performance and fuel growth. With a keen eye for data-driven insights, they empower teams to make informed decisions that align with our company's long-term objectives.

As a Vice President in the Client reporting and Analysis Team, you will play a critical role in supporting the Commercial and Investment Banking business. You will engage in supporting day-to-day business objectives and shaping the strategic vision of the business. This role offers the opportunity to work closely with a wide variety of stakeholders and senior business leaders, manage critical deliverables in a fast-paced environment, and contribute to the client reporting agenda. Your strong financial acumen, strategic thinking, and analytical skills will be key to your success in this role.

Job responsibilities

Support the continued build of reporting and technology infrastructure for Client analyticsPartner with the CIB lines of business leads, Strategy and other stakeholder to enhance and deliver on a comprehensive suite of client reporting, including cross line of business reporting to support firmwide initiativesCollaborate with lines of business counterparts and other SMEs to support adhoc client deep dives and other queries on profitability metrics for the clientsEngage with the senior leadership and with the businesses to understand the key business objectives and translate those into concrete programs and deliverables. Prepare and present profitability analysis and proforma impact to the front office and other key stakeholders to enable them to take strategic decisions on future directionOwn end to end implementation of projects that enhance functionality and reporting provided by existing internal reporting platform, Wholesales Client Profitability (WCP)Work closely with business users to facilitate sign-off around final implementation of any changes to the data structure in WCPImplement appropriate governance & controls around the WCP data to ensure accuracy and adequate business logic documentation 

 

Required qualifications, capabilities, and skills

7+ years professional experience in handling large amount of dataAdvanced Microsoft Office skills (Excel & PowerPoint in particular)Experience in the consolidation, review, analysis, and presentation of financialsExceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverablesExcellent 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 

 Preferred qualifications, capabilities, and skills

 Analyzing P&L and balance sheet drivers preferredSQL & Tableau preferredPrevious experience in a Business Management / client analytics / Strategy role in banking or financial services strongly preferredExperience with data modeling and visualization tools  
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