Affluent Premier Lead Finance Analyst

• Provide finance, data, and analytical support to the Affluent / Premier banking business with respect to strategic efforts
• Develop management reporting, dashboard, and scorecards to track affluent segment performance and trend variances
• Develop financial analyses and reporting capabilities that measure the impact of affluent and premier segment initiatives
• Develop financial tools that support forecasting and provide complex financial analysis in support of affluent segment decision-making
• Support ongoing strategic initiatives such as forecast transformation efforts, process improvements, etc
• Efforts will require cross-functional coordination with partners across CBL and WIM finance
• Support will also include regular reporting and updates to senior level finance and business partners

5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Bachelor’s degree or higher in a quantitative field such as applied mathematics, statistics, engineering, finance, economics, econometrics or computer sciences
• Budgeting, forecasting, variance analysis, and performance reporting
• Experience creating senior executive presentations
• clear storytelling with data
• Banking/Wealth/Premier/Affluent Segment Exposure
• Excellent analytical, problem-solving skills with high attention to detail and accuracy
• Experience working in a fast paced, high-output, time sensitive environment
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint), Essbase skills
• Cross-Functional Finance Partnership and working with Stakeholders