Senior Finance Specialist - Project Management
Core
Senior finance specialist managing project budgets, forecasts, and reporting for C&IB projects while handling core finance activities like monthly close and budgeting.
Role type
Senior Finance Specialist - Project Management
Builds
Project financial reports, budgets, and forecasts for C&IB business units
Domain
Banking / Corporate & Investment Banking (C&IB)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial forecasting, Budgeting, Financial reporting, Data analysis, Process improvement, Advanced Excel (pivot tables)
Preferred skills
Audit experience, Tech finance experience, Cross-functional collaboration, Project lifecycle understanding
Technologies
Excel
Responsibilities
Develop and maintain detailed reports tracking budgets, forecasts, and performance; Partner with Project Managers and Business Technology teams on project financials; Collaborate on annual budget cycle and continuous monthly forecasting; Perform on-demand analysis and generate custom reports; Facilitate audit, regulatory, and investor requests
Seniority
Senior, hands-on IC