AVP, Specialist, Business Finance, Private Banking
Core
Lead financial planning, analysis, and reporting for the Private Banking business, providing insights on P&L, balance sheet, and client metrics to support strategic decisions.
Role type
Senior FP&A Manager (Private Banking)
Builds
Financial plans, forecasts, budgets, and performance dashboards for the Private Banking division
Domain
Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Financial planning and analysis, P&L and balance sheet analysis, client metrics analysis (NNM, AUM), stakeholder coordination, financial advisory, process improvement, project management, advanced Excel and PowerPoint, financial systems (Hyperion, PSGL), data visualization (Qlikview, Tableau, Think-Cell)
Preferred skills
Data mining, database management
Responsibilities
Lead comprehensive financial planning, analysis, and reporting; partner with business leaders to optimize performance; generate actionable insights from complex data; coordinate financial submissions and variance analysis; provide guidance on accounting policies and financial controls; implement process improvements; contribute to key business growth projects
Seniority
Senior, hands-on IC