Lead Finance Analyst - CIB Markets
Core
Lead financial analysis and performance advisory for the Corporate and Investment Banking (CIB) Markets division, serving as a trusted advisor to senior leadership on strategy, growth, and efficiency.
Role type
Senior Finance Analyst (Strategic Advisory)
Builds
Long-range plans, forecasts, expense management strategies, and executive-level reporting for the Equities business within CIB Markets.
Domain
Corporate & Investment Banking (CIB) / Financial Services
Deliverable
Dashboards & analysis
Required skills
Financial analysis, long-range planning, forecasting, expense management, executive presentation, data synthesis, stakeholder partnership, risk identification, independent judgment
Preferred skills
Knowledge of CIB products and markets, enterprise-wide initiative leadership, data-driven strategic recommendations, complex dataset synthesis, executive influence
Technologies
Power BI, Tableau, Alteryx, Essbase/Dodeca, Microsoft Office (Excel, PowerPoint)
Responsibilities
Lead financial analysis and performance advisory initiatives; Develop and manage long-range plans, forecasts, and expense management strategies; Analyze business performance and communicate key risks and opportunities; Prepare and deliver executive-level presentations for weekly reporting and quarterly earnings; Drive forecasting accuracy and enhance reporting methodologies; Partner with stakeholders to resolve complex business and financial challenges.
Seniority
Senior, hands-on IC