Serve as a strategic business consultant to specified lines of business (LOBs), providing centralized guidance, oversight, and coordination between the LOBs and Financial Management over daily accounting, month-end close, monthly forecasting, profit planning and capital expenditure business case development, modeling and validation. Coordinate preparation and validation/approval of financial information provided to Internal/External/Regulatory Reporting for use in 10-Q/10-K, Call Reports, Y-9C and Pillar 3 reporting, among others. Provide financial analysis and guidance to support key decisions and initiatives that may include new product development, pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepares management information and insights to guide decision making and evaluates financial performance vs. plan, prior periods, and the strategic plan. Major responsibilities include collaborating across the Finance division to ensure integrity of financials and sound controls, supporting reporting and analysis for Board of Directors, Investor Relations, and regulatory agencies, coordinating financial analysis and reporting workflow, providing leadership and mentoring to team members, fostering diversity and inclusion, documenting changes to reporting processes, resolving technical and operational challenges, adhering to corporate policies and regulatory requirements, proposing innovative solutions, establishing long-term improvements, preparing materials for senior leadership, leading annual planning processes with LOBs and Executive Management, coordinating corporate directives into financial plans, serving as contact for CCAR and Stress Test data submissions, providing financial support for projects, preparing presentations on business initiatives and financial results, supporting strategic planning and IT project processes, and supporting merger and acquisition opportunities. Required qualifications include a Bachelor's degree in Accounting or Finance, ten years of relevant experience, leadership ability, strong communication and analytical skills, familiarity with GAAP, and proficiency in Microsoft Office and financial modeling. Preferred qualifications include supervisory experience, CPA/CMA/CFA certifications, MBA, financial services experience, proficiency in enterprise accounting software, and experience with macros/VBA.
