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The Investment Banking (IB) Lead Finance Officer (LFO) is a senior finance leadership position responsible for providing strategic leadership, oversight, and decision support across multiple business areas. The IB LFO will support the Financing and Merger & Acquisition business heads (joining each of their respective leadership teams) and reports directly to the Banking CFO. The candidate will manage resources that provide LFO support, engage and lead the relationships with business partners through execution of key priorities, providing thoughtful challenge and insightful analysis.
Job Responsibility:
Partner with and act as a trusted advisor to business partner 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, through engagement with business and other partners
ensure financial targets are met, provide insightful input into drivers needed for dynamic decision making
Accountable for developing insights into all earnings presentations, business reviews, QBRs, metrics and reporting, in partnership with other key business contacts, ensuring both the financial and strategic story aligns with overall business strategy
Drive and have accountability for reviewing investment strategies, having a deep understanding of business cases, fully understanding the proposed work and being able to articulate the outcomes and benefits of the investments
Define and monitor KPIs to drive accountability
Drive opportunities and the execution of optimization and efficiencies
Provide strategy for driving change within the team inclusive of transformation efforts, e. g., process efficiency, standardization, etc.
Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics
identify, assess, and escalate risks
Partner with Risk and Compliance to maintain a strong control environment
Lead, mentor, and develop a team of finance professionals
Requirements:
Proven ability to serve as a strategic thought leader to the CFO
Strong command of investment banking products, including capital markets, financing solutions and M&A, with clear understanding of revenue drivers, fee and cost structures, and balance sheet usage
Minimum of 15+ years of experience in Finance or related fields, with experience interacting with and influencing senior managers, leading, and managing C-level leaders
10+ years of managerial experience as a senior finance officer in a global organization building and managing high-performing teams
Proven track record of building strong relationships with senior executives
Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
Exceptional analytical skills, combined with an ability to deliver analysis in a concise manner
Strong leadership skills and ability to manage cross-functional teams
Excellent communication skills (written / verbal) and proven ability to influence a wide range of stakeholders
Results/task orientated with excellent attention to detail
Ability to manage and prioritize effectively and resolve conflicting priorities
Bachelor's degree required
MBA preferred
Nice to have:
Experience in business/corporate strategy is a plus
What we offer:
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays