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Senior Financial Analyst - Finance Business Support

Charlotte, North Carolina

Job Description:

This role is predominately focused on: Business Support/BFO    
    
The Consumer and GWIM Reporting & Analysis team is part of CFO organization supporting both finance and LOB executives. The primary focus of our team is managing reporting and analysis, driving change and helping the business and finance stay focused on key strategic priorities.   Our team manages reporting for various corporate & line of business routines, with exposure to full Balance Sheet and P&L. Our business partners span the Consumer Bank and the multiple support partners, with exposure to senior line of business and finance / support function executives. Key priorities for our team focus on corporate routines, including forecast, business reviews with the CEO, Management Team & Board Meetings as well as internal business routines and external presentations.  The broader executive reporting team is composed of approximately 15-20 employees located in Charlotte, New Jersey, California and Texas
 

Our team:

The Consumer & GWIM Expense Horizontal group is part of the CFO organization. The primary focus of this team is to provide P&L support for Consumer & GWIM lines of business (including Deposits, Small Business, Consumer Lending, Merrill and Private Bank, and other corporate partners). We also partner with other CFO groups including BFO /Controller /Corporate Planning /EST teams /Corporate Strategy, among others. Key priorities for our team are focused on Expense support including analytics, month-end close, forecasting and reporting, hierarchy maintenance and other ad-hoc support, with a high focus on operational excellence.

Role offers a unique Finance experience and a broad scope of responsibilities:

  • The Expense Horizontal function is a team alignment built with the goal of breaking down historical silos of work and combining similar work functions in order to simplify and create more efficient processes across Consumer/GWIM teams.
  • Consumer and GWIM have different approaches to data organization, reporting and forecasting and need to be made more consistent.
  • Reporting was optimized at the product/channel previously and needs to be standardized as much as possible across Consumer/GWIM (partner with centralized reporting team).
  • Forecasting levels vary by team and need to be raised to the appropriate levels (requires creative primary hierarchy maintenance).
  • Forecasting functions, centralized with this team, require a refinement of developed routines with BFO Support to obtain guidance.
  • Throughout the tenure of the role the teammate will gain exposure and acumen across GWIM channels and products, and develop/improve the following skills: effective communication, financial acumen, leadership, and effective business partnering.

Position overview:

The teammate in this role will be responsible for being the subject matter expert and owner of specific P&L line items that cover mainly GWIM lines of business but could extend to Consumer. The primary focus of the role will be headcount-management responsibilities including:

  • Month-end close, forecasting, and reporting
  • Creating new processes and innovating on best practices to support Headcount communication and facilitation with numerous product/channel/horizontal finance partners
  • Proactive communication/partnership with BOFs, LOBs and supporting groups
  • Proactive search for opportunities to automate key functions/reports and eliminate unnecessary work

Required Skills

  • Bachelor's degree required, accounting or finance preferred and/or equivalent work experience
  • Financial planning, analysis and reporting
  • Advanced Excel, modeling, data manipulation
  • Strong communication, organization, presentation, analytical, and leadership skills
  • Analytical Abilities / Financial Acumen - Systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions
  • Ability to build broad-based business relationships across the organization
  • Strong business acumen

Desired Skills

  • Essbase
  • SAP/eLedger
  • Applied business knowledge to solve business problems and create new opportunities
  • Financial statement analysis experience

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

This role is predominately focused on: Business Support/BFO    
    
The Consumer and GWIM Reporting & Analysis team is part of CFO organization supporting both finance and LOB executives. The primary focus of our team is managing reporting and analysis, driving change and helping the business and finance stay focused on key strategic priorities.   Our team manages reporting for various corporate & line of business routines, with exposure to full Balance Sheet and P&L. Our business partners span the Consumer Bank and the multiple support partners, with exposure to senior line of business and finance / support function executives. Key priorities for our team focus on corporate routines, including forecast, business reviews with the CEO, Management Team & Board Meetings as well as internal business routines and external presentations.  The broader executive reporting team is composed of approximately 15-20 employees located in Charlotte, New Jersey, California and Texas
 

Our team:

The Consumer & GWIM Expense Horizontal group is part of the CFO organization. The primary focus of this team is to provide P&L support for Consumer & GWIM lines of business (including Deposits, Small Business, Consumer Lending, Merrill and Private Bank, and other corporate partners). We also partner with other CFO groups including BFO /Controller /Corporate Planning /EST teams /Corporate Strategy, among others. Key priorities for our team are focused on Expense support including analytics, month-end close, forecasting and reporting, hierarchy maintenance and other ad-hoc support, with a high focus on operational excellence.

Role offers a unique Finance experience and a broad scope of responsibilities:

  • The Expense Horizontal function is a team alignment built with the goal of breaking down historical silos of work and combining similar work functions in order to simplify and create more efficient processes across Consumer/GWIM teams.
  • Consumer and GWIM have different approaches to data organization, reporting and forecasting and need to be made more consistent.
  • Reporting was optimized at the product/channel previously and needs to be standardized as much as possible across Consumer/GWIM (partner with centralized reporting team).
  • Forecasting levels vary by team and need to be raised to the appropriate levels (requires creative primary hierarchy maintenance).
  • Forecasting functions, centralized with this team, require a refinement of developed routines with BFO Support to obtain guidance.
  • Throughout the tenure of the role the teammate will gain exposure and acumen across GWIM channels and products, and develop/improve the following skills: effective communication, financial acumen, leadership, and effective business partnering.

Position overview:

The teammate in this role will be responsible for being the subject matter expert and owner of specific P&L line items that cover mainly GWIM lines of business but could extend to Consumer. The primary focus of the role will be headcount-management responsibilities including:

  • Month-end close, forecasting, and reporting
  • Creating new processes and innovating on best practices to support Headcount communication and facilitation with numerous product/channel/horizontal finance partners
  • Proactive communication/partnership with BOFs, LOBs and supporting groups
  • Proactive search for opportunities to automate key functions/reports and eliminate unnecessary work

Required Skills

  • Bachelor's degree required, accounting or finance preferred and/or equivalent work experience
  • Financial planning, analysis and reporting
  • Advanced Excel, modeling, data manipulation
  • Strong communication, organization, presentation, analytical, and leadership skills
  • Analytical Abilities / Financial Acumen - Systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions
  • Ability to build broad-based business relationships across the organization
  • Strong business acumen

Desired Skills

  • Essbase
  • SAP/eLedger
  • Applied business knowledge to solve business problems and create new opportunities
  • Financial statement analysis experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21070045

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kristen Perry

Referral Bonus:

0

Street Address

Primary Location:
150 N COLLEGE ST, NC, Charlotte, 28255