CIB Finance Resume Samples

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P Rippin

Palma

Rippin

5975 Hermiston Tunnel

San Francisco

+1 (555) 305 1785

5975 Hermiston Tunnel

San Francisco

Phone

p +1 (555) 305 1785

Experience Experience

New York, NY

CIB Finance

New York, NY

Legros Group

New York, NY

CIB Finance

Work as team member in the Regional CIB FP&A team providing support to the CPM product with core duties including
Deliver existing Executive Management reports, Managerial Tool Reports, Etc
Assist in establishing headcount and expense targets for various Comprehensive Capital Analysis and Review (“CCAR”) scenarios
Create ad-hoc presentations and analyses to facilitate senior management decision making
Work with regional HR and business management teams to construct and adapt models for the purpose of budgeting and forecasting headcount and expense capacity
Work with global line of business auditors in the early identification of emerging control issues and reporting them to line of business and audit management
Provide analytics to support overall analysis, strategy, reporting and forecasting for CIB and related businesses / products

Boston, MA

CIB Finance Costing Team Associate Technician

Boston, MA

Stanton-Stamm

Boston, MA

CIB Finance Costing Team Associate Technician

Coordinate with Demand Managers during the completion of SCM by providing various analysis and perform various validation checks before model is finalised
Coordinate with Demand Managers during the completion of SCM by providing various analysis and perform various validation checks before model is finalized
Develop & maintain Standard Operation Procedures around all Demand Management's processes
Provide technical and operational support for the Demand Management business tools
Run initial QA process on completed SCMs and feedback results to Demand Managers
Maintain tracker for all activities and provide status update on team calls and regular 1:1s
Review and validate WINs NAV extracts and syndicate to Demand Managers for validation

present

New York, NY

CIB Finance & Business Mgmt-executive Assistant

New York, NY

Hills LLC

present

New York, NY

CIB Finance & Business Mgmt-executive Assistant

present

Assist with staff onboarding and off boarding which includes requesting equipment setup and system access
Coordinate group coverage (i.e., vacations, training and temporary assistance)
Maintain familiarity with all policy and technology updates
Book international & domestic travel arrangements and organize itineraries
Process timely and accurate travel expense reports
Telephone coverage for multiple executives
Tasks, whether routine or urgent, are completed successfully and in a timely manner

Education Education

Bachelor’s Degree in Accounting

University of Southern California

Bachelor’s Degree in Accounting

Skills Skills

Excellent working knowledge of MS Excel and PowerPoint, Microsoft Access desirable
Ability to demonstrate personal initiative, ownership and accountability
Ability to liaise with Corporate and Technology teams
Flexibility and capability of engaging across diverse functions, locations and businesses
Excellent multitasking and prioritizing skills
Ability to work independently and understand when to seek advice or guidance from peer or management
Strong analytical, structured approach to problem solving
Strong oral and written communication and presentation skills
Strong people and organizational skills
Audit, internal control or operational risk experience

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CIB Finance Resume Examples & Samples

Work on the transformational integration of reporting across the Banking franchise components and evolve with the growing needs of the business
Partner with business managers/P&A team to produce financial reports/metrics, such as Line of Business (LOB) aligned presentations, business reviews, BAU performance updates, annual budget, multi-year forecast and client and product profitability analysis, to help monitor the growth and development of the business in Latin America and provide the supporting tools to the management so they can make business decisions
Contribute and lead the implementation of reports consistent with global standards and processes
Streamline reporting and create scalability in order to support new initiatives
Interact with global P&A, Business Managers and controller teams to coordinate efforts and centralise information
Help to develop business cases for the commitment of resources
Refine existing reports as needed
Active participation on the Financial planning elaboration and MIS reporting
Deliver existing Executive Management reports, Managerial Tool Reports, Etc
Lead ad hoc projects
Understand the strategy, financial elements (revenue and expenses drivers), business environment and process and system flows to perform accurate analysis and solve ad hoc questions to different audiences
Active involvement in several meetings that discuss the performance of the business/products, the planning process or the elements of key deals and ideas
Build strong relationships between the finance team and the CIB Banking community (Sales, Product, Operations, etc) to achieve partnership and continuous support
Active involvement in the Month-end processes of TS LatAm, being owner of specific process and analyses in the Countries and supporting other teams such as Product Controllers
Have a strong analytical toolkit and be able to synthesize and articulate results to a diverse audience (i.e. product control, business managers, bankers, business head)
Large ability to multi-task, prioritize and meet key deadlines, delivering in a fast moving business environment
BS in Accounting / Finance or Business Administration
Strong interpersonal and team-building skills; Excellent communication abilities
Creative self-starter with strong initiative, good team player able to take ownership
Highly independent with good ability to work efficiently with offshore teams
Fluency in English and Portuguese communication; written and verbal. Spanish is a plus
Knowledge of MIS reporting, project finance, planning, budgetary control or Banking/TS products is a plus
2 years of working experience

CIB Finance LEC Internship, Based Resume Examples & Samples

Students of Accounting, Business Administration, Economics, Mathematics or any related field
Graduation in Dec/2016 or later
Proactive and strong analytical skills
Advanced Knowledge of MS Office package, VBA preferred
Self-motivated (eager to learn) and deadline-oriented

Cib-finance LEC Internship, Based Resume Examples & Samples

Daily monitoring of Legal Entities P&L
Preparation of several monthly controls and metrics
Active support in global process of controls
Month-end close activities - U.S. Reporting
Monitoring of corporate policies
Establishing accounting procedures for Local and US GAAP
Regulatory activities to head office in US and international regulators
Opening new accounts and managing the chart of accounts
Students of Accountancy, Economics or Business Administration
Graduation in December/2016 or later
Good written and verbal communication skills, including ability to summarize information
Advanced Knowledge of MS Office package

VP Equities, Product Control, CIB Finance Resume Examples & Samples

P&L and B/S substantiation and reporting (including P&L explain / attribution, reconciliations, P&L commentaries, adherence to accounting principles, etc.)
Monitoring trading activity for compliance with various related policies
Providing management with technical and operational analysis of the business unit
Regular interaction with FO business, Financial Control, Technical Accounting Group, PC Change Management, Technology and other infrastructure areas
Responsible for the line product control of an asset class, managing the line PC team to fulfil responsibilities below
Ensure the maintenance of a strong internal control environment. Monitor control reports to ensure accuracy of data for P&L, validation and downstream processes
Raise the team’s level of control awareness. Lead by example and engender a strong control culture
Ensure clean audit results from internal and external reviews. Be the owner of key stroke documentations for key PC processes, risk assessment and SOX documentation
Audit exposure in large financial institutions / banks preferred
Mature and able to negotiate through difficult situations
Ability to drive the team’s agenda in large forums spread across various locations
Good influencing and negotiation skills and excellent communication and interpersonal skills
Displays enthusiasm, initiative and diligence
Qualified accountant / CIMA
7-10 years of product control experience in a top tier investment bank with minimal of 2-3 years at the VP level

Assistant VP-PC Change, CIB Finance Resume Examples & Samples

Working with stakeholders to define the terms of reference
Determine thebusiness requirements. This would involve a thorough consideration of all implications of these requirements to the business, including the identification of any potential issues or functional omissions
Fully planning all deliveries
Assisting with documenting the analysis carried out, (this may include for example gap analysis, the production of process flows, use cases and scenarios).The project manager must be able to fully explain all process flows to relevant stakeholders
Identifying analysis and design issues/risks on a timely basis and escalate as appropriate
Being the 'translator' between the business and IT, providing business expertise when required
Preparation and execution of all activities within the plan including testing, status reporting and compiling user procedures and training packs
As in all roles, a high degree of flexibility is required. Projects sometimes involve travel and/or long hours at critical stages in the lifecycle
8-10 years post qualification experience with strong preference for Investment banking (Product Control, Finance etc) and / or Top tier Management consultancy firm having worked on big projects
At least 4 years experience of project management
Knowledge of accounting and accounting systems
Formal project management / business analysis training / qualifications
Strong academic background, minimum bachelor degree from a reputable institution
CA / CFA / MBA for top tier institute
Managing a team of 4-6 people
This role contains a degree of autonomy. As such the incumbent must be able to plan, execute and deliver without a lot of guidance
Enthusiastic, motivated, self-starter, pro-active and team player
Strong interpersonal skills and excellent communicator
Ability to engage / influence appropriately and negotiate with stakeholders
Good presenting and written skills
Ability to speak / write English fluently
Ability to listen and absorb information
Communicate clear and precise information
Maintains good stakeholder relations
Analytical and numerical orientation
Knowledge of MS Office
Ability to manage multiple pieces of work and stakeholders simultaneously
Willingness and ability to take ownership of issues and manage through to a successful resolution

Cib-finance Analyst Resume Examples & Samples

Production of regulatory reporting, including accounting
Reconciliations, substantiation of balances
Accounting &/or product support to Business/Operations/Finance
PnL & Risk calculation
Review and report financial results and present both legal entity and business commentaries
Build relationships with key stakeholders including Product Control, Business Management, Corporate, Tax, Regulatory Reporting, Technology and Corporate teams
Work closely with the international Finance teams
Accounting, Economic Sciences and/or Business background
Risk and Control oriented
Analytical and quantitative skills
Knowledge of Banking products and financial math
Communication and problem solving skills
Fluent Portuguese
Good command of English (preferably fluent)
Excel knowledge

CIB Finance Resume Examples & Samples

Partner with business managers/P&A team to develop/produce financial report/metrics, such as Line of Business (LOB) aligned presentations, business reviews, weekly performance updates, annual budget, multi-year forecast and client and product profitability analysis
Reporting of financial results: walk-forward analysis, P&L drivers, forecast, client and product revenue
Have a strong analytical toolkit and be able to synthesize and articulate results to a diverse audience (i.e. CFO, product control, business managers, bankers, business head)
Strong partnership skills and ability to interact across different support and front office groups
Ability to manage several projects and tasks concurrently
Experience in crafting and delivering presentations appropriate to a senior audience
Strong interpersonal and team-building skills; established ability to operate across locations/regions
Creative self-starter with strong initiative; ability to take ownership and work independently as well as on a team
Fluency in English communication; written and verbal. Portuguese and Spanish are a plus

VP Product Control, CIB Finance Resume Examples & Samples

Review daily P&L, including understanding risk positions and market moves for P&L explanation, and review of flash vs formal differences
Engage in detailed discussion with traders and risk managers on risk positions and P&L
Ensure that the team's KPI and SLA are met
Review key weekly & monthly MIS to senior management
Gain in-depth understanding of provisioning and price testing controls and processes, and review the month end working
Engage in detailed discussion with traders, risk managers and Independent Valuation Control team on the results. Liaise with valuation expert on modelling appropriateness and other technical/booking issues
Perform detailed review of month end adjustments, and Balance Sheet substantiation
Promote and facilitate the application of Finance policies and procedures across the teams by monitoring adherence to the policies by the various Finance teams and ensuring in particular that they remain fully compliant with all finance regulatory/statutory requirements
Take personal ownership for Performance Improvement by developing a meaningful and insightful performance management matrix capturing causal linkage between hard and soft performance deliverables
Seeking ways of rationalizing, leaning and enhancing the existing processes and controls
CFA / Masters in Finance / Financial Engineering would be an advantage
In-depth knowledge of Financial product and markets of the relevant asset class
Good understanding of end-to-end processes of an IB and associated controls
Excellent communication and presentation skills in both formal and informal settings & ability to interact with the region and London as part of a global team (written and verbal)
Excellent time management skills and able to prioritise
Confident and assertive manner
Ability to work independently with a spectrum of people from junior finance staff to front office business heads
Proactive and change focused with problem solving ability
Ability to drive the team's agenda in large forums spread across various locations
Opportunity to be groomed to be future leaders, where there will be expended remit for future growth
Works well in a team with high standards for team work

CIB Finance & Business Mgmt-executive Assistant Resume Examples & Samples

Telephone coverage for multiple executives
Provide administrative support for the team
Actively manage the calendars of multiple team members and work effectively with other administrative assistants to coordinate/plan meetings and conference calls, which may involve numerous time zones
Book international & domestic travel arrangements and organize itineraries
Process timely and accurate travel expense reports
Develop and maintain electronic files as needed
Assist with staff onboarding and off boarding which includes requesting equipment setup and system access
Manage general office needs such as ordering supplies, mail distribution, and floor maintenance
Self-starter, ability to work in a fast-paced team environment
PowerPoint-savvy, Excel-savvy - must be able to make updates in team presentations
Willing and able to learn the business and fully understand how and why tasks satisfy business needs
Ability to work independently as well as part of the team to ensure that the needs of the group are always met and that adequate assistant coverage is provided to the group
Make yourself available to your peers to assist with overflow, special projects and day-to-day tasks
Strong Technical skills – hardware and software
Tasks, whether routine or urgent, are completed successfully and in a timely manner
Understanding and demonstrating good problem-solving skills
Document/report/presentation preparation
Calendar management/document organization
Other administrative/general tasks
Maintain department equipment (fax machines, copiers, printers, etc.)
Coordinate group coverage (i.e., vacations, training and temporary assistance)
Establish and maintain open communication policies with peers and managers across the country
Maintain familiarity with all policy and technology updates
Maintain confidentiality of information
Minimum 5 years senior executive secretarial experience (3 years with high level ED or MD/SVP)
Proven PC skills, highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Enthusiastic, self-motivated, effective under pressure, and flexible
Able to work with minimal supervision, works well individually and in teams, shares information, and supports colleagues
Excellent verbal and written communication and interpersonal skills required with the ability to produce high quality emails and messages to individuals at all levels of the organization
Excellent telephone skills (i.e. takes accurate and complete messages)

Latin & Mexico CIB Finance Resume Examples & Samples

Analysis on revenue and expense budgeting and forecasting for CIB across 23 countries, including definitions of business targets, process management and results analysis
Be the central point and lead all coordination between Business, Regional/Country Finance and CIB Finance as it pertains to all Finance-related matters
Lead strategic analysis on revenue trends across countries, utilizing both product reporting and client reporting methodologies
Track monthly expense outlook by business and region, with detailed explanation of variances to prior outlooks
Expense analysis for compensation and non-compensation related items including, legal, T&E, marketing & advertising, consulting, etc
Headcount tracking and reporting in close coordination with the Business and Human Resources (hiring, attrition, etc.)
Ad-hoc analytical support and advisory to Senior Management on all matters pertaining to financial reporting and resource allocation
The candidate will be the Latin America CIB representative in relevant Finance-related forums and with the business as needed
The person will leverage existing resources from the Regional Finance team (Miami and Mumbai) and will work closely on a day-to-day basis with members of the Regional CIB CAO’s team and the CIB Finance team
This role will have exposure to people across all levels of the organization. Strong written and verbal communication skills with the ability to interact effectively with people across all levels is fundamental
Quick learner, team oriented with strong organizational, project management and presentation skills
Ability to prioritize, perform well under pressure and meet strict deadlines, while maintaining attention to detail and complete accuracy
Ability to summarize data and issues effectively for senior management, as well as the ability to involve other individuals and organizations when relevant; must have experience developing important presentation materials
Bachelor’s degree in Finance, Accounting or related business degree required; master's degree a plus
5+ years of experience required in a related financial analysis and planning role supporting a high demand business unit
Fluent in Spanish or Portuguese a plus

Audit CIB Finance Auditor Associate / AVP Resume Examples & Samples

Drive all aspects of audit execution, including audit planning, audit testing, control evaluation, audit report drafting, work paper documentation and follow up and verification of issue closure. This is conducted in accordance with department and professional standards and will require the presentation of issues to client management
Perform monitoring of operational and financial related data to recognize patterns and trends with risk and control implications
Occasional travel to overseas business locations may be required
Education to degree standard (or equivalent)
Recognized accounting qualification desirable

CIB Finance Resume Examples & Samples

Drive all aspects of audit execution, including audit planning, audit testing, control evaluation, audit report drafting, work paper documentation and follow up and verification of issue closure. This may include individual performance or leading a team of auditors in planning, testing and reporting on the effectiveness of controls that support CIB Finance. This is conducted in accordance with department and professional standards and will require the presentation of issues to client management
Work with global line of business auditors in the early identification of emerging control issues and reporting them to line of business and audit management
Build and maintain key relationships with stakeholders, establishing a culture of engagement while adding value
Stay up to date with evolving regulatory and market events impacting the CIB's Finance unit

Cib-finance Lec-analyst Resume Examples & Samples

Public accountant, business administration or related careers graduate or advanced student
Previous experience working in Financial Institutions is preferred
Knowledge in financial products
Knowledge in Central Bank rules and financial products
Knowledge of Excel, Word and PowerPoint (advanced)
Good English command (written and oral)

CIB Finance Resume Examples & Samples

Drive all aspects of audit execution, including audit planning, testing, control evaluation, audit report drafting, work paper documentation, as well as follow up and verification of issue closure. This is conducted in accordance with department and professional standards and will require the presentation of issues to client management
Minimum of a Bachelor's degree in Accounting, Finance, or a related discipline
Minimum of 3 years audit or relevant business line/accounting experience
CPA or CIA designation preferred

Cib Finance & Business Mgmt Intern Based Resume Examples & Samples

Business and Administrative areas students: at least one year and a half for graduation
Languages: English
Software: Microsoft Office
Teamwork
Risk Management background and financial products valuation

CIB Finance Resume Examples & Samples

Deliver headcount and expense analytics, reporting, and forecasting for the CIB, CMO, and Anti-Money Laundering (AML) business segments
Help institute, monitor, and work with other business partners in implementing the CIB and AML expense allocation process
Collaborate with regional and business teams to develop analytical insights around the business’ headcount and expense performance versus targets to deliver on stated goals
Work with regional HR and business management teams to construct and adapt models for the purpose of budgeting and forecasting headcount and expense capacity
Assist in establishing headcount and expense targets for various Comprehensive Capital Analysis and Review (“CCAR”) scenarios
Create ad-hoc presentations and analyses to facilitate senior management decision making
Participate in and drive finance transformation projects
5-7+ years of experience within Financial Services
Bachelor's Degree in Finance, Economics, or related field required
The ideal candidate should
Demonstrate strong technical/analytical skills
Have excellent data management skills (Advanced Excel, MS Word, PowerPoint, and Essbase a plus)
Ability to adapt to a changing environment and learn how to utilize new systems / platforms
Be able to work autonomously and have the ability to adapt to changing priorities
Be knowledgeable in financial planning and reporting initiatives
Present considerable energy, focus and drive
The ability to think creatively, identify and solve process and reporting challenges are key attributes to success. Multi-tasking as well as the ability to deal effectively with senior and mid-level members of CIB and Finance areas are essential

CIB Finance Resume Examples & Samples

Provide analytics to support overall analysis, strategy, reporting and forecasting for CIB and related businesses / products
Monthly financial tracking & review
Quarterly flash presentation and senior management earnings preperation
Quarterly CIB / CMO business reviews with Banking, CMO, and ICG senior management teams
Annual budget, and mid-year reforecast, and quarter outlook projections
Annual Comprehensive Capital Analysis and Review (“CCAR”) exercise
Wallet and volume share market / deal level analysis
Participate in and drive finance transformation projects
3-5+ years of experience within Financial Services

CIB Finance Audit Associate Resume Examples & Samples

Implement an audit program of coverage which involves effective risk assessment and design of a risk prioritized coverage approach
Plan, execute and document audits with limited supervision and to a high standard in accordance with department and professional standards
Perform detailed test work efficiently within defined targets as part of an audit team
Partner with colleagues, clients and control community members to evaluate, test and report on the adequacy and effectiveness of the control environment. Analyze risks and proactively identify the root-cause of issues with a view to providing recommendations for improvement where weaknesses are identified
Complete work efficiently, in a risk focused manner within designated timeframes, with the ability to multi-task
Communicate audit results and issues in a clear and concise manner, both verbally and in writing
Implement and execute an effective program of continuous auditing for assigned areas. This includes monitoring of key metrics to identify control issues and adverse trends in the control environment and keeping abreast of key initiatives and pertinent industry and regulatory developments
Identify and follow up on specific audit issues and ensure appropriate involvement with significant development efforts or projects. In this capacity members of the team are often asked to join the steering or program control committee's of major projects to provide continuous feedback on control issues or compliance with best practice standards
Build and maintain key relationships with stakeholders and colleagues, establishing a culture of engagement while adding value
Provide senior audit management and internal stakeholder timely updates and insight on the design and effectiveness of business, risk, operation and technology control practices, and thematic firm-wide control and industry developments
Foster a business climate and culture that encourages integrity, respect, diversity, excellence and innovation
At least 3 years of audit and business experience in covering investment bank products with detailed knowledge of Finance processes and reporting, and Markets products
Minimum Bachelor's degree in Accounting, Finance or related discipline. CPA / CA, CIA, CAMS or equivalent certification preferred
Well versed in Asia laws and banking regulations (e.g. anti-money laundering, sanctions)
Effective communication and interpersonal skills required with ability to present complex and sensitive issues to senior management
Flexible and adaptable to dynamically changing work environments, including travel to other countries as part of regional audit engagements
Strong Excel, Access or ACL skills considered a plus

Cib-finance Lec-analyst Resume Examples & Samples

Junior analyst with a strong finance background
Candidates must be native speakers in Spanish with good communication skills in English
Strong analytical and communication skills are a must
Candidates must be self-motivated, with a strong entrepreneurial spirit and the ability to take initiative, take ownership of projects and manage different steps of execution
Experience in derivatives in general is preferred, but not a must
Good initiative and assertiveness
Strong teamwork attitude
Effective listening skills
Self-motivation and organization

Cib-finance Operations Resume Examples & Samples

Provide supervision and oversight for their assigned BO or CS reports & analytics groups, as well as individual support to produce complex functions/reports supported by their assigned team of Business Intelligence Analysts
Supervise daily resource allocation in line with business needs meeting deliverables with a high level of timeliness, accuracy and quality though the use of automated reporting tools and processes
Shall serve as one of the key Point of Contacts representing the Metrics group when interfacing with various business areas or donor sites
Can be tapped to spearhead and drive internal add-value initiatives
Advanced technical skills on desktop tools (i.e., Microsoft Access/Excel/Power Point --- e.g. Excel advanced commands & functionalities, pivot tables, report automation via macros, conditional functions)
Thorough knowledge and experience in Visual Basic or VBA will be a strong advantage, as this would facilitate in automation of scorecard and associated reports
Client focused with good relationship-building, time management and communication skills. Strong problem-solving, planning, and decision making skills
Banking or Treasury Services related experience is a plus +

CIB Finance Resume Examples & Samples

Stay up to date with evolving accounting, regulatory and market developments impacting the CIB's Finance unit
CPA, MBA, CIA or CFE designation preferred
Exposure to Capital Markets businesses preferred
Excellent communication and interpersonal skills required with ability to present issues to client management
Experience with risk assessment and issue/impact analysis
Enthusiastic, self motivated, willing to learn, and effective under pressure
Understanding of broker dealer net capital and reserve requirements, liquidity reporting and Basel capital rules is a plus
* Any candidate not meeting ALL the requirements can be considered for an Associate, Auditor role

CIB Finance Resume Examples & Samples

Drive all aspects of audit activities including risk assessments, audit planning, audit testing, workpaper documentation and review, control evaluation, issue identification, drafting of audit reports, and verification of action plan closure. This may entail leading a team of auditors or acting as individual contributor in planning, testing and reporting on the effectiveness of controls that support CIB Finance. This is conducted in accordance with department and professional standards and will require the presentation of issues and root cause analysis to management
CPA, CIA, MBA, CFA, or CFE designation preferred
Ability to lead and manage audits
Ability to work individually and in teams, share information, support colleagues and encourage participation
Proficiency in risk assessment, issue/impact analysis and executive report writing
Enthusiastic, self motivated, effective under pressure and open to new learning opportunities
Experience interacting with regulators preferred

CIB Finance Project Analyst Resume Examples & Samples

In depth knowledge of finance business function, processes & technology platform
Knowledge of Line of business systems, middle office operations or other products/business would be advantageous. (E.g. IB, Cash Management, Liquidity Banking product)
Excellent project management skills e.g. PLC, project initiation, project control and governance, project level budgeting and cost tracking, best practices
Process improvement skills would be an advantage
Strong, proven ability in project delivery
High level of expertise in the full range of finance functions with some business product knowledge
Ideally has prior knowledge of CIB or Corporate Finance applications
Proven relationship management & networking ability across the organisation
By relevant experience. No formal qualification requirement

Finance Manager CIB Finance Central Cost & Performance Management Resume Examples & Samples

Have a Pan-CIB view of the costs of the division, understand their drivers (includes a major focus on FTE) and how they are tracking to Plan and Target. Utilise this information to provide insight to CIB Finance and CIB Business
Facilitate monthly Cost review meetings between the CIB CAO, Product Chief Operating Office (COO) and CIB Finance Directors (FDs), providing pan-CIB overview of costs and raising any concerns on the cost progression and trends within the CIB cost base
Provide ad-hoc support to the CIB CAO on cost modelling and scenario-based approaches. Presenting analysis and supporting the business, working collaboratively with respective FDs and Senior Business representatives to provide clarity and transparency on current and future cost elements
Act as a point of contact with Infrastructure Finance to obtain updates and insight on Infrastructure Finance initiatives and cost allocated across CIB, providing information and building up key relationships to attain buy-in and support where required. Provide the business and CIB Finance colleagues insight and explain on these costs
Oversee production and delivery of materials for senior management meetings, including the CIB and regional Executive Committees, Corporate Finance & Global Transaction Banking (GTB) Management Committees and periodic business reviews
Provide ad hoc, deep dive performance analysis
Ideally an accountancy qualification with relevant work experience
Excellent academic background and strong knowledge of internal Finance process and systems (ideally within Deutsche Bank)
Proficient in Microsoft Office applications i.e. Excel, Word, Power-point
A broad knowledge of key current issues facing the Bank, including understanding developments on regulatory and accounting drivers
High attention to detail and analytical focus
The ability to build strong relationships and have good communication and presentation skills
Adept at communicating to senior stakeholders
Able to explain complex issues to management at all levels
Able to prioritise book of work across multiple stakeholders
An analytical thinker and problem solver
Flexible and pro-active with a solution focused work style
An excellent team player with a drive to learn and improve

CIB Finance Costing Team Associate Technician Resume Examples & Samples

Provide technical and operational support for the Demand Management business tools
Act as an objective technical adviser with a view to constantly improving Demand Management processes & controls
Constantly seek to improving the integrity and efficiency of collection & processing of all Demand Management/Costing data
Liaise with Demand Management's Business partners to meet both their business requirement and seek ways to constantly improve information available to them
Develop & maintain Standard Operation Procedures around all Demand Management's processes
Develop an end to end understanding of the toolset and The Business challenges the tools and processes are aimed to address
Operational ownership of a number of specific Demand Management support processes
A Minimum of 5 years’ experience of Post Qualification experience in MIS reporting and Analysis, preferably in banking industry / financial management
CPA or BA/BS with accounting and finance or equivalent industry experience

CIB Finance Costing Team Associate Technician Resume Examples & Samples

Ensure WCP load files are loaded accurately & timely within agreed Finance & Demand Management timelines
Maintain a constant controls environment
Maintain an accurate record of dollar costs loaded
Enhance accuracy and robustness of process on an ongoing basis
Assist in the setup and development of processes and controls to on-board new Investor Services Costing Studies
Suggest process improvements based on MS office tools that can save time, improve efficiency, reduce timescales and maintain controls for preparing various reports
Ongoing documentation of all processes ensuring regular updates to maintain accuracy & relevance
Excellent Excel & VBa skills
Ability to handle large levels of data & complexity, summarise data, produce analysis and conclusions
Enthusiastic, self-motivated, strong interest in self-learning, effective under pressure and willing to take personal responsibility / accountability
Highly effective time management and organisational skills with an ability to manage multiple tasks in parallel with minimal supervision
Excellent communication, analytical and influencing skills
Demonstrate initiative with the ability to anticipate and prepare for specific opportunities or problems that may not be obvious to other groups
Good SharePoint, PowerPoint & Visio skills
Good investment funds industry knowledge
Have good client service skills and be commercially minded
Ability to work with Word, Project, Access

Cib-finance Ops Resume Examples & Samples

Accountable for operational stability of the team’s Qlik platform, which includes multiple, high-priority, strategic reporting and business intelligence (BI) dashboards
Ensure successful execution of all required data refresh tasks across all production dashboards
Communicate known issues, status updates and release notes
Support production deployments (scheduling & execution), server maintenance, user acceptance testing, trouble-shooting and user on-boarding/off-boarding
Obtain, integrate and analyze data from multiple sources. Present findings and recommendations for potential use in Qlik platform’s standard data model
Support team members in maintaining, planning, developing and improving Qlik data models and dashboards to meet the evolving needs of the Corporate & Investment Bank
Advanced skills developing Qlik dashboards, optimizing underlying Qlik data models and performing Qlik server administration functions. Qlik-specific skills must include
Experience developing QlikView user interfaces: Creating charts, filter boxes, list boxes, text objects, etc. Ability to apply and customize formatting using style sheets
Load script development experience and ability to load data from multiple source
Experience using scripts to transform data for various dashboard requirements
Advanced knowledge using set analysis & variables
QV server administration experience and familiarity with QV management console
Extensive data modeling experience
Advanced skills in MS Excel (pivot tables & macros), MS Access, Cognos and Business Objects
Prior experience interpreting and analyzing complex data sets, and providing actionable recommendations. Strong financial analysis or statistical background is preferred
Strong analytical skills and problem-solving skills
Passion for evaluating and instituting new technologies and techniques
Team-oriented, flexible and able to work independently
Able to manage multiple high-priority deliverables simultaneously
Strong organizational skills, including good judgment and decision-making abilities

Cib-finance Control Resume Examples & Samples

Strong interpersonal skills as the role requires frequent interaction with Front Office and other groups
Strong attention to detail and ability to work effectively to tight deadlines
Understanding of derivatives, fixed income securities and general market awareness is a plus
Minimum degree level qualification in a relevant financial or numeric discipline

Cib-finance Intern Resume Examples & Samples

Students from Business Administration, Accounting, Economics or related field
Proficiency with Excel and PowerPoint required, PitchPro preferred
Attention to detail and thoroughness
Strong partnership and coordination skills
Proactive attitude. Initiative to provide suggestions, propose process improvements
Good interpersonal relationships skills
Good communication skills (external and internal clients)

Cib-finance Resume Examples & Samples

Daily production of Market Risk Requirement under Standardised Rules for management reporting
Produce quarterly COREP market risk reporting for external regulators
SME on regulatory capital calculations for market risk
Involvement in transition activities related to Capital Model waiver application
Review and investigate trends for line of business reporting and provide commentary
Maintain the control standards adhering to firm wide and local controls around User Tools, adjustments and tracking of data/architecture issues
Understand the reporting model infrastructure and implement streamlined process solutions towards a more efficient reporting model
Involvement in other non-BAU tasks, such as projects and policy matters that impact the capital requirement
Provide ad hoc MIS reporting and analytics when required by management
Self motivated and able to work with minimal supervision
Ability to communicate effectively at all levels
Proficiency in Microsoft Office – Excel (pivot table and vlookup), Access, Outlook, Word and Powerpoint
General accounting, reconciliation and finance knowledge essential, preferably from a Regulatory environment
Experience of Axiom at a user level although this is not essential
Investment product knowledge would be an advantage but not essential

Cib-finance Operations, Metrics, Associate Resume Examples & Samples

Provide management oversight for the Banking Operations and/or Transaction Services Metrics team. Supervise the team’s daily resource allocation to meet business requirements
Shall serve as a back-up in the absence of the Department Lead. Provide critical decisions to ensure seamless flow of operations
Provide team and metrics management to ensure that all reports are delivered with a high level of timeliness and quality/accuracy
Ensure a positive working environment is established with global business partners
Shall serve as one of the key stakeholders representing the Metrics team when interfacing with various business areas globally
Collaborate with global business partners to achieve efficiencies through BAU execution, project implementation and issue resolution
Analyze trends and metrics commentaries to make appropriate recommendations to management
Will be the primary point of contact for escalations where necessary
Foster communication and teamwork. Coach and provide feedback to assigned staff
Candidate must hold a Bachelor’s degree (preferably a degree in Business, Finance or MIS)
Minimum of 2 years work experience in a managerial role
Scorecard/metrics, MIS reporting or similar quantitative work experience is required
Can cope with shifting schedules, should show flexibility to be assigned to work on holidays / extended working hours on high volume days as required
Proven track record in the following areas: project and resource management, staff development, motivational capability, relationship building, performance management, and process improvement
Numerical thought process. Meticulous attention to detail
Results oriented. Able to deliver timely, accurate, thorough, and high quality work
Banking or Treasury Services related experience is a plus
Advanced technical skills of desktop tools (i.e., Microsoft Access/Excel/Power Point/ Project) and other applications (i.e., PeopleSoft, WEBI, DataMart, Business Objects, Crystal Reports); Knowledge of Visual Basic or VBA will be an added advantage, as this would facilitate in automation of scorecard and associated reports. Good Database knowledge and should be able to write and execute queries

CIB Finance Resume Examples & Samples

Work as team member in the Regional CIB FP&A team providing support to the CPM product with core duties including
Lead CPM monthly revenue and balance sheet reporting, forecasting and analysis for Outlook, Mid Year Reforecast, CCAR, and Planning cycles
Lead with CPM asset pipeline, product revenue and profitability analysis
Partner with Regional CIB business counterparts on balance sheet forecast and ad-hoc deep dive analysis on CPM product
Lead monthly analysis and reporting deliverables for NY ICG and CPM counterparts
Help with presentations in conjunction with other Finance team members
Help prepare monthly business reports and other review materials for industry, country coverage, and Regional business management
Gain a deep understanding of the business financial planning and analysis toolkit / systems such as Ruby, InFact and Jade
Prefer accounting qualifications with CIMA/CPA/CA
Approximately 3-5 years of financial industry work experience
Preferred previous experience in management or product accounting or coverage business role
Strong interpersonal and communication skills to deal with a wide range of staff levels and roles
Strong attention to detail, but able to see the big picture
Power Point and Business Objects skills desirable
Work well in a team, dependable, able to deliver results and think strategically
Organized and able to plan, prioritize, and execute tasks in a timely fashion

Cib-finance Operations, Metrics, Team Leader Resume Examples & Samples

Supervise daily resource allocation in line with business needs meeting deliverables with a high level of timeliness, accuracy and quality through the use of automated reporting tools and processes
Shall serve as one of the key Point of Contact/s representing the Metrics group when interfacing with various business areas or donor sites
Manage team service levels, production, and quality standards. Ensure each Team Member is fully competent and fostering teamwork, communication and establishes positive working relationships with various business areas
Analyze trends, workflow, procedures and processes to make appropriate recommendations to management
Provide regular coaching, mentoring and development for assigned staff to drive performance and business relationship building
1 to 2 years work experience in a supervisory or junior leadership role, with familiarity in scorecard/metrics, MIS reporting or similar quantitative work experience
Flexible to be assigned to other shifts or work on holidays as needed / extended working hours on high volume days, if required
Advanced technical skills of desktop tools (i.e., Microsoft Access/Excel/Power Point/ Project) and other applications (i.e., PeopleSoft, WEBI, DataMart, Business Objects)
Advanced knowledge in Visual Basic (VBA) that would facilitate in automation of scorecard and reports. Able to troubleshoot and debug errors in the VBA environment
Good working knowledge in running and updating CMS AVAYA Reports and able to create ad hoc reports using CMS Avaya based from business requirements
Advanced SQL knowledge. Able to create and modify SQL reports
Able to modify expression and dimension in existing Qlikview reports to generate required output
Able to communicate effectively to an audience including all levels of LOB leadership. Writes clear and appropriately and is able to communicate with various levels of management
Able to lead a project within the team
Strong working knowledge in Banking Operations products and processes
Demonstrates initiative, is responsive, communicative, and inquisitive. Strong process-oriented problem solving and analytical skills with keen attention to detail
Candidate should exhibit the ability to work effectively in a team environment and can cope with a fast paced environment with the ability to adapt to change
Bachelor’s degree in business, finance, or information management
Knowledge in project management/quality improvement methodologies will be an advantage
Experience in spearheading projects/initiatives

Cib-finance & Business Managemnt Resume Examples & Samples

Two years of college or one year of administrative experience required
Computer Literate - Microsoft Word, Excel, Power-Point, Lotus Notes
Good telephone and general clerical skills - (taking clear and concise phone messages, organize manager's agenda, etc.)
Contact clients and employees to schedule meetings and confirm appointments

CIB Finance Resume Examples & Samples

Provide oversight, governance and execution of CIB RCSA, Risk Event, and SOX programs across all CIB lines of business
Participate in the development and implementation of applicable Operational Risk guidance and standards
Assist with production and review of Operational Risk metrics using FORCE application (e.g. -Action Plans, RCSA results, SOX results)
Coordinate and prepare training material and classes as needed
Liaise with lines of business (e.g. Product Control, Middle Office, Shared Services Operations)
Assist with control related projects
Respond to LOB, Internal Audit, and External Audit inquires
Assist with other related tasks and projects as appropriate
Strong interpersonal skills, exceptional relationship building and influencing skills and ability to effectively partner with all levels of management across numerous teams to help drive the control agenda
Excellent multitasking and prioritizing skills
Ability to demonstrate personal initiative, ownership and accountability
Flexibility and capability of engaging across diverse functions, locations and businesses
Ability to liaise with Corporate and Technology teams
Experience with Control Self Assessments (CSAs) is required
Audit, internal control or operational risk experience a plus
Strong analytical, structured approach to problem solving
Must have attention to detail and be a self starter
Strong people and organizational skills
Ability to work independently and understand when to seek advice or guidance from peer or management
Excellent working knowledge of MS Excel and PowerPoint, Microsoft Access desirable