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The Lead Finance Officer (LFO) Support will lead the financial support for a business unit, group of business units or segment of a business unit of function. The LFO Support will become the business partner to the business head(s) or function head (s) responsible for the identified businesses or functions as well as provide direct support to the Lead Financial Officer. The position is responsible for monthly and quarterly financial performance review including return metrics and detailed sequential and year over year analysis to support LFO and business heads through earnings release. LFO Support will leverage the Finance Insight Center for performance review analysis and support relating to direct revenue and expense, as well as indirect revenue and expense allocations, AUCA/AUM, including wins/losses and pipeline analysis, initiative tracking (Beacon and business initiatives), balance sheet analysis (deposits and ROC), new business and product pricing, client and product profitability and client reporting. The LFO Support will be expected to present information to appropriate levels of management in a clear and concise manner.
The responsibilities of this role will include, but will not be limited to:
Strategic analysis and decision support to the business/functional heads Leverage the Finance Insight Center for planning, forecasting and analysis for the identified business/function, including advising and consulting to the business heads or functional heads Forecasting and rest of year risks and opportunities with potential levers, including providing insight to forecast and future performance Prepare routine performance reviews and other ad hoc requests for the Management Committee member, MC-1 business partner and LFO Point of contact for any financial analytics or analysis required by the respective line of business or corporate function head Oversee the preparation of analysis, commentary and presentation material for financial reviews with senior management Support and advise the strategic planning process in conjunction with the business or functional head Maintain relationships and oversight of geographically dispersed finance support teams (i.e. Insight Center, International finance and accounting teams) to ensure quality deliverables and proper information flow Lead special projects, including financial modeling, business case development and follow up, market and flows analysis in conjunction with the Insight Center
10+ years of relevant financial services experience in FP&A or Business
10+ Unit finance
Strong analytics with broad functional expertise in planning, reporting, budgeting and analytics Ability to lead and manage projects, resources and deadlines within a dynamic/complex environment Demonstrated ability to partner with business leaders in defining key success factors and metrics Demonstrated results in improving processes and analyses Strong executive presence. Ability to build key relationships and influence senior leadership Excellent communication and presentation skills Highly motivated, proactive and results driven
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A little about us:
We hire veterans to help us transform--improve and innovate--the way we run our business to face industry challenges head-on.