Finance & Business Management

Are you someone with a proclivity for storytelling with financial data—strategic, analytical, and energetic? Do you enjoy building relationships, working with data, solving problems, and driving results in a fast-paced, collaborative environment? Join the Data & Analytics Finance & Business Management team in an exciting role supporting the growth and success of the Product & Experience organization.
As a Finance & Business Management (F&BM) Associate supporting Consumer & Community Banking Data & Analytics (Product & Experience), you will serve as a trusted advisor to D&A executives—responsible for identifying, escalating, and mitigating business and financial risks. You’ll support senior leaders and partners across Product & Experience to enable effective end-to-end execution, bringing financials and data together to tell a cohesive story. This high-impact role ensures senior management has the insights needed to plan, forecast, and drive strategy.
Job Responsibilities
Partner with Finance & Business Management to prepare executive presentations, packaging and presenting projections and performance trends that bring financials and data together into a cohesive story
Design management reporting packages to communicate business results transparently and concisely to all constituents
Coordinate deliverables with business managers, finance, delivery managers, and other Finance & Business Management teams
Create executive-level presentations using PowerPoint/PitchPro+ to present analysis
Analyze large data sets, assess KPI trends, and create impactful analysis to help develop strategy
Partner with Finance & Business Management to budget and forecast headcount and direct expenses
Participate in the activity-based costing process used to allocate expenses across lines of business and downstream client profitability systems
Interact, collaborate, and partner with peers across business and staff areas at all levels, achieving goals without direct control over all resources
Required Qualifications, Capabilities, and Skills
Bachelor’s degree in Business, Finance, Economics, or other related area
5+ years of work experience in Financial Services with a financial analysis, business management, and/or accounting/controller background
Proven experience delivering timely, high-quality presentations and/or reporting, with strong attention to detail and a focus on design excellence
Demonstrated ability to engage different stakeholder groups and drive the agenda
Excellent organization, project management, and communication skills, with a strong professional presence across all levels
Self-motivated and tenacious, with the ability to work independently and manage time and priorities effectively
Strong PowerPoint, Excel, Pivot Table, and Word skills
Preferred Qualifications, Capabilities, and Skills
Ability to articulate thoughtful rationale through storytelling with data
Experience with activity-based costing or expense allocation processes
Experience budgeting and forecasting headcount and direct expenses
Experience supporting data, analytics, product, or technology organizations