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.

Job Responsibilities

• 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