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Sr. Finance Analyst- Wholesale Credit Finance – CFO

Charlotte, North Carolina

Job Description:

Key responsibilities include the following:

  • The teammate in this role is responsible for Wholesale Credit data reporting and strategy
  • This work encompasses various key reporting indicators including but not limited to balances, exposure, spread analysis and new origination activity across Wholesale Credit and Global Banking along with ad hoc requests
  • Generally, the work routine includes weekly client exposure & profitability reporting, investor relations/CCAR/EST support as well as various ad hoc projects in support of our Wholesale Credit Business Partners and Finance Executives
  • The teammate will also be involved with process improvement and simplifications/efficiencies across the team and product partners and have responsibility for governance routines and data organization
  • The teammate must be able to work with complex data/information environments to synthesize large amounts of information utilizing alteryx solutions to help drive business decisions
  • Identify and communicate business trends, opportunities and risk through the use of Business Intelligence Tools
  • As part of the responsibilities of the role, the teammate will develop business partner relationships with the Wholesale Credit Executives, as well as other Finance partners across GBAM and Support partners across the firm in addition to the Wholesale Credit product partners

    Throughout the tenure of the role, the teammate will have the opportunity to learn all aspects of the Wholesale Credit and Global Banking Credit Businesses as well as gain exposure and acumen in P&L management & reporting and develop or improve the following skills: Business partnering, Executive presentation and communication skills and ad hoc analysis.

    The Wholesale Credit Finance team is composed of approximately 20 employees located in Charlotte.

Required Skills

  • Bachelor’s degree
  • Previous work experience in Finance support roles
  • Strong interpersonal/communication skills
  • Strong analytical abilities / financial acumen / problem solving
  • SQL knowledge
  • Comfort working with complex large data sets
  • Alteryx proficiency (report building)
  • Advanced excel skills

Desired Skills

  • Tableau
  • SAP/eledger experience
  • Forecast/planning experience
  • Looking VP Level candidate

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2000

Job Description:

Key responsibilities include the following:

  • The teammate in this role is responsible for Wholesale Credit data reporting and strategy
  • This work encompasses various key reporting indicators including but not limited to balances, exposure, spread analysis and new origination activity across Wholesale Credit and Global Banking along with ad hoc requests
  • Generally, the work routine includes weekly client exposure & profitability reporting, investor relations/CCAR/EST support as well as various ad hoc projects in support of our Wholesale Credit Business Partners and Finance Executives
  • The teammate will also be involved with process improvement and simplifications/efficiencies across the team and product partners and have responsibility for governance routines and data organization
  • The teammate must be able to work with complex data/information environments to synthesize large amounts of information utilizing alteryx solutions to help drive business decisions
  • Identify and communicate business trends, opportunities and risk through the use of Business Intelligence Tools
  • As part of the responsibilities of the role, the teammate will develop business partner relationships with the Wholesale Credit Executives, as well as other Finance partners across GBAM and Support partners across the firm in addition to the Wholesale Credit product partners

    Throughout the tenure of the role, the teammate will have the opportunity to learn all aspects of the Wholesale Credit and Global Banking Credit Businesses as well as gain exposure and acumen in P&L management & reporting and develop or improve the following skills: Business partnering, Executive presentation and communication skills and ad hoc analysis.

    The Wholesale Credit Finance team is composed of approximately 20 employees located in Charlotte.

Required Skills

  • Bachelor’s degree
  • Previous work experience in Finance support roles
  • Strong interpersonal/communication skills
  • Strong analytical abilities / financial acumen / problem solving
  • SQL knowledge
  • Comfort working with complex large data sets
  • Alteryx proficiency (report building)
  • Advanced excel skills

Desired Skills

  • Tableau
  • SAP/eledger experience
  • Forecast/planning experience
  • Looking VP Level candidate

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21044454

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jeannie Jones-Pickering

Referral Bonus:

2000

Street Address

Primary Location:
201 N TRYON ST, NC, Charlotte, 28255