Director - M&A / Cross Investment Banking

• Partner with and act as a trusted advisor to business partners for all strategic and tactical financial business decisions
• Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful challenge, and insightful analysis
• Lead the strategy, execution and implementation of finance specific programs, projects and/or exercises
• Formulate the overall budget and forecast planning
• Accountable for business reviews, QBRs, metrics and reporting
• Responsible for oversight and approval of changes to an approved plan or outlook
• Drive and have accountability for reviewing investment strategies
• Define and monitor KPIs to drive accountability
• Drive opportunities and the execution of optimization and efficiencies
• Provide strategy for driving change within the team
• Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics
• Partner with Risk and Compliance to maintain a strong control environment
• Lead, mentor, and develop a team of finance professionals

• Minimum of 10-15 years of experience in Finance or related fields
• Experience interacting with and influencing senior managers
• Experience leading and managing C-level leaders
• Proven track record of building strong relationships with senior executives
• Experience within financial services
• Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
• Exceptional analytical skills
• Ability to deliver analysis in a concise manner
• Strong leadership skills
• Ability to manage cross-functional teams
• Excellent communication skills (written/verbal)
• Results/task orientated with excellent attention to detail
• Ability to manage and prioritize effectively and resolve conflicting priorities
• Bachelor's degree required
• MBA preferred

Experience in business/corporate strategy

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages including vacation, sick leave, and paid holidays
• Discretionary and formulaic incentive and retention awards