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The Private Bank Business Finance Officer (BFO) team provides direct support to Company's Private Bank unit within GWIM. The primary focus of this role is providing insightful, compelling, and actionable reporting and analysis of financial and other Key Performance Indicator 's(KPI's) results for one or more of Private Bank's seven divisions and to support the ongoing planning and target-setting routines of the business. The individual in this role acts as a trusted and strategic business partner who can influence results in a proactive and efficient manner. The BFO team interacts across all levels of the Private Bank organization including Division Leadership, Support Partners, and COO as well as the GWIM finance team.
Producing monthly reports and analyzing market and division performance (financials and KPIs) against established targets or other points of comparison
Providing analytical support for market-specific initiatives
Creating financial or other analyses in response to business questions or emerging trends and priorities
Developing performance metric methodologies and establishing division and market-level targets for key business initiatives
Actively participating in financial process improvement across the organization, including the automation and standardization of business reports and their underlying processes.
BS/BA required - Finance/Accounting preferred
3-7 years of Experience, preferably in Finance
Advanced Excel, financial modeling, data manipulation
Highly organized, detail oriented, and proactive
Strong relate-able business acumen in reporting (P&L, organization hierarchy, business segments)
Strong business partnering experience / skills including the ability to interact, communicate and influence equally well within all levels of an organization