Financial Planning & Analysis- Associate

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 support decision-making. The team manages traditional financial planning workstreams, such as the monthly forecast process, annual budget and analytic analysis.

As a Financial Planning & Analysis Associate within the Product Experience & Technology (PXT) Planning & Analysis (P&A) team, you will provide financial analysis and perspective to senior management to support decision-making. 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.

Job Responsibilities:

• Oversee the creation and delivery of comprehensive productivity reporting packages, integrating Financials, Operational Metrics, and Productivity Metrics across COO, CFO, Data & Analytics, and Product teams.

• Design and implement automated monthly reporting solutions in partnership with the Finance Data Product team, ensuring ongoing enhancements for accuracy and scalability.

• Engage with senior executives, including CCB PXT CFO/COO, to ensure reporting aligns with organizational goals and provides transparency for decision-making.

• Facilitate alignment on productivity goals, measurement methodologies, and reporting standards across diverse stakeholder groups.

• Develop and maintain systems for tracking Objectives & Key Results (OKRs) and Key Performance Indicators (KPIs) at both portfolio and aggregate levels.

• Attribute productivity outcomes to specific levers and initiatives, analyzing drivers and delivering actionable insights to leadership.

• Prepare and coordinate monthly progress reviews with the CFO, clearly communicating achievements, challenges, and next steps.

• Serve as a senior leader within PXT P&A, driving the organization’s financial and strategic objectives through effective cross-team collaboration and innovative reporting solutions.

Required qualifications, capabilities, and skills

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 5+ years of post-qualification experience

• Ability to multi-task, work well under pressure, and keen attention to detail

• Excellent relationship management skills and ability to drive change across a large, complex organization

• Strong analytical, critical thinking, and problem-solving skills

• Ability to distill large quantities of information (both data and qualitative content) into main takeaways

• Team-oriented, and high energy level with passion for driving quantifiable business results

• Exercises sound judgment and observes the highest degree of confidentiality

• Ability to communicate and present to partners and senior leaders (both oral and written)

• Expert knowledge of Microsoft Office (PowerPoint and Excel) and Essbase

Preferred qualifications, capabilities, and skills

• Experience with data analytics and visualization tools is an advantage (., Alteryx, Tableau)