VP Strategic Initiatives
Core
Architecting and optimizing finance processes, workflows, and technology solutions to support strategic planning, balance-sheet management, and executive reporting.
Role type
Senior IC VP of Finance Strategy & Process Architecture
Builds
Institutionalized finance workflows, ALCO materials, executive dashboards, and planning/reporting systems
Domain
Banking / Financial Services / Finance Operations
Required skills
Financial planning & performance management, Balance-sheet management, Financial modeling, Process architecture & redesign, Project management, Executive reporting
Preferred skills
MBA or advanced degree, Enterprise planning platform experience, Bloomberg/S&P Global proficiency
Technologies
Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Bloomberg, S&P Global
Responsibilities
Design new reporting processes and management metrics, Analyze balance-sheet composition and liquidity trends, Lead planning and reporting system implementations, Prepare executive summaries for ALCO and Board of Directors, Map current-state processes to design scalable future-state workflows, Build reusable templates for recurring executive deliverables
Seniority
VP, hands-on senior leader
