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