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Sr. Financial Analyst - Personnel Expense Horizontal Team

Charlotte, North Carolina;

Job Description:

General Description:

Responsible for more complex finance activities involving implementation of strategic plans, profitability analysis, forecasting and financial reporting for a business unit or associate area. Supports achievement of business goals by working on more complex activities or projects with others within the unit and with partners. Leads projects and coordinates resources. May provide supervision to a small staff. Can manage partner relationships.

Team Overview:

  • The Expense Horizontal function is a new team alignment 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.
  • Forecasting functions will be centralized with this team, and there will be a need to develop routines with BFO Support to obtain guidance.
  • Need to simplify month end estimation process
  • Throughout the tenure of the role the teammate will gain exposure and acumen across Consumer channels and products, and develop/improve the following skills: effective communication, financial acumen, leadership, and effective business partnering.

Specific Job Description:

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

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

Required Skills:

  • Bachelor's degree in accounting or finance preferred
  • 2+ years of related industry experience with strong, proven financial reporting background
  • 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. Understanding of accounting (debits / credits)
  • Builds Partnerships - Builds broad-based business relationships across the organization.
  • Strong business acumen

Desired Skills:

  • Financial planning, analysis and reporting
  • Essbase
  • SAP/eLedger
  • Applies 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:

General Description:

Responsible for more complex finance activities involving implementation of strategic plans, profitability analysis, forecasting and financial reporting for a business unit or associate area. Supports achievement of business goals by working on more complex activities or projects with others within the unit and with partners. Leads projects and coordinates resources. May provide supervision to a small staff. Can manage partner relationships.

Team Overview:

  • The Expense Horizontal function is a new team alignment 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.
  • Forecasting functions will be centralized with this team, and there will be a need to develop routines with BFO Support to obtain guidance.
  • Need to simplify month end estimation process
  • Throughout the tenure of the role the teammate will gain exposure and acumen across Consumer channels and products, and develop/improve the following skills: effective communication, financial acumen, leadership, and effective business partnering.

Specific Job Description:

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

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

Required Skills:

  • Bachelor's degree in accounting or finance preferred
  • 2+ years of related industry experience with strong, proven financial reporting background
  • 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. Understanding of accounting (debits / credits)
  • Builds Partnerships - Builds broad-based business relationships across the organization.
  • Strong business acumen

Desired Skills:

  • Financial planning, analysis and reporting
  • Essbase
  • SAP/eLedger
  • Applies 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-21080361

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kristen Perry

Referral Bonus:

0