Consumer & Community Bank Finance Resume Samples
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Consumer & Community Bank Finance Resume Samples
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NW
N Witting
Nathan
Witting
7458 Levi Course
Dallas
TX
+1 (555) 128 5429
7458 Levi Course
Dallas
TX
Phone
p
+1 (555) 128 5429
Experience
Experience
San Francisco, CA
Consumer & Community Bank Finance
San Francisco, CA
Hackett LLC
San Francisco, CA
Consumer & Community Bank Finance
- Analyzing various processes and developing and implementing improvements
- Create presentation materials and financial results to Partner General Manager teams as well as other leaders within the finance organization
- Working the finance organization and with the senior operations and underwriting management team
- Assists in the development & maintenance of an Activity Based Costing system across all production channels
- Analyze financial results and provide variance analysis to help the DCS CFO prepare for monthly management meetings and monthly corporate business reviews
- Recurring interaction with management in Finance & the channel on P & L performance
- Provide insightful business financial information and coordinate financial planning and budget/forecast management functions
Phoenix, AZ
Consumer & Community Bank Finance
Phoenix, AZ
Turner, Shields and Heathcote
Phoenix, AZ
Consumer & Community Bank Finance
- Provide leadership and guidance on the development of the financial data warehouse for the Consumer, Business, and Chase Wealth Management business units
- Develop reports and analytics to provide insights of forecasting results to the management team
- Assist in providing answers to Corporate questions regarding the Business Unit performance during the month end at month/quarter close
- Prepare senior management presentations for finance and business leadership to communicate financial performance and help drive strategy
- Prepare senior management presentations to communicate financial performance and help drive strategy
- Work closely with Sales, Account Management, Legal, Operations, and Risk
- Analyze financial results and provide variance analysis to help the CCB CFO prepare for monthly management meetings and monthly business reviews
present
Houston, TX
Consumer & Community Bank-finance Audit
Houston, TX
Wiza and Sons
present
Houston, TX
Consumer & Community Bank-finance Audit
present
- Stay up-to-date with evolving industry changes and market events
- Establish strong relationships with line of business management and related control groups such as Risk Management, Compliance, and Audit colleagues
- Lead audit engagements including risk assessments, audit planning, audit testing, directing audit staff, control evaluation, audit report drafting, and follow-up and verification of issue closure
- Develop recommendations to strengthen internal controls and improve operational efficiency
- Develop and manage materials for senior management presentations
- Develops reporting & presentation material that provides transparency on cost performance
- Develop and enhance month-end analytics to provide efficiency and transparency to Senior Management
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Cornell University
Bachelor’s Degree in Finance
Skills
Skills
- Capable of working in a dynamic environment and managing multiple projects with tight timelines
- Strong team player
- Excellent communication and partnering skills
- Strong analytical skills
- Keen eye on attention to detail
- Excellent communications skills
- Ability to work autonomously within team environment
- Ability to research issues/problems and provide a 'solution-based' approach
- Adaptable to change and ambiguity in the work environment
- Proficiency in Microsoft Office (especially Excel)
15 Consumer & Community Bank Finance resume templates
Read our complete resume writing guides
1
Consumer & Community Bank Finance Resume Examples & Samples
- Develop appropriate management reports and analysis to drive business results and minimize balance sheet risk
- Planning and forecasting of foreclosed property expenses
- Support/develop the compilation of monthly, quarterly, annual and ad-hoc reporting/forecasting related to foreclosed asset expense
- Partner with the business to optimize claim performance
- Support projects / initiatives - formalize root cause analysis ensuring appropriate feedback to the business
- Partner with controllers to ensure that all balance sheet exposure is appropriately reserved
- Compile complex information in a clear and concise fashion
- Partner with MIS and technology to improve the efficiency and accuracy of reported data
- Responding to and providing support for ad hoc requests
- Bachelor’s degree in accounting and/or finance
- Minimum 4 years of post qualification experience in retail financial services/banking industry – Mortgage Banking preferred
- Exceptional attention to detail and organizational capabilities
- Strong analytical and problem-solving skills, as well as excellent verbal and written communication are must, as this position routinely partners with employees at various levels
- Adaptable to change and ambiguity in the work environment
- Ability to research issues/problems and provide “solution-based” approach
- Microsoft Office suite, Essbase, SAP, and data handling proficiency required
- Highly disciplined individual, self-motivated, high-quality result focused under tight deadlines with the ability to work independently as well as in a cross functional team environment
2
Consumer & Community Bank Finance Resume Examples & Samples
- A bachelor’s degree in accounting, finance or related discipline
- Preferably 4-6 years of professional accounting experience
- Knowledge of SEC/Regulatory Reporting
- Solid problem solving, analytical and creative thinking skills
- Teamwork and communication skills (written and verbal) required
- Microsoft Excel – Required
- Tableau – Preferred
- SAP experience -Required
- Strong multitasking and organizational skills
3
Consumer & Community Bank Finance Resume Examples & Samples
- Maintain automated accounting systems and using computer resources to generate periodic reports and statements
- Partner with sub-LOB Business units to understand operational processes resulting in financial impact
- Assess transaction activity for proper accounting treatment, based on Firm accounting policies and generally accepted accounting principals (GAAP)
- Prepare accurate financial statements and reports for management on a timely basis
- Investigate variances in account balances on a monthly, quarterly or annual basis and provide explanations
- Partner with Financial Controller team to assist with analysis and/or reporting of balance sheet accounts
- Represent MB Servicing Product Controller team in remediation or other projects
- Responsible for elements of month-end close process
- May prepare financial statements or reports required by external auditors or regulatory authorities
- Bachelor’s Degree in Accounting, finance or related discipline; Advanced degree or professional certification preferred
- Preferably 4+ years of professional accounting experience
- Knowledge of GAAP
- Ability to work independently as well as contribute to the broader team
- Ability to multi-task and be hands on in a fast paced environment to meet deadlines under pressure
- Creative thinker with strong analytical and problem solving skills; ability to present information to management in a concise manner
- Strong Microsoft Office skills are required
- Knowledge of SAP General Ledger, MSP (Mortgage Servicing Platform) and Hyperion Essbase a plus
4
Consumer & Community Bank Finance Resume Examples & Samples
- Partner with the business to optimize claims performance and support the servicing advances on the balance sheet
- Lead/support projects/initiatives - formalize root cause analysis ensuring appropriate feedback to the business
- Compile and present complex information in a clear and concise fashion
5
Consumer & Community Bank Finance Resume Examples & Samples
- Prepare and coordinate business cases to evaluate key assumptions and financials
- Analyze large amounts of data to present results and recommendations clearly and concisely to senior management
- Provide ad hoc financial analysis for strategic projects
- Manage multiple concurrent projects to ensure timelines are achieved
- Partner effectively with various teams within the Commerce organization
- Routine financial reporting (daily, weekly, monthly) and ad hoc financial analysis
6
Consumer & Community Bank Finance Resume Examples & Samples
- Think holistically about card performance levers
- Develop creative solutions to real business problems
- Learn what information is available to us and how to best utilize it
- Proactively recommend ways to better our forecasting and profitably expand our business
- Provide long term considerations for simplifying our valuation process
- Partner effectively with risk, finance and marketing teams
- Present your results and recommendations clearly and concisely to senior management
- Minimum 3-4 years experience in an analytical role
- Proficiency in Microsoft Office (especially Excel)
- SAS/SQL experience preferred but not required
- Capable of working in a dynamic environment and managing multiple projects with tight timelines
7
Consumer & Community Bank Finance Resume Examples & Samples
- Contribute and lead in the end-to-end budget/forecast process for Commerce Solutions, working closely with the business and other centralized functions
- Collaborate with key stakeholders to ensure results are aligned with financial budgets/targets and business strategy
- Become a subject-matter expert on the merchant acquiring industry, including financial / economics, guiding overall arching strategy, and business case development
- Partner closely with Commerce Solution leaders and their teams through engaging in consultative strategic / financial analysis projects that provide insights into portfolio, product, and customer behavior
- Prepare senior management presentations for finance and business leadership to communicate financial performance and help drive strategy
- Bachelor Degree, with Masters a plus
- Excellent thought leadership, strategic business acumen, and intellectual curiosity
- Attention to detail and capable to prioritize multiple projects simultaneously
- Strong partnership mindset in working cross-functionally to create efficiencies and develop solutions to business problems
- Outstanding communication and presentation skills, both written and verbal; ability to tailor messaging and communicate effectively across all levels of management
8
Consumer & Community Bank Finance Resume Examples & Samples
- Bachelor’s degree in Finance or Accounting (or related discipline) - advanced degree or professional certification preferred
- 5+ years of experience in strong analytical positions (investment banking, consulting, card background preferred)
- Demonstrated analytical skills / comfort with quantitative analysis
- Exceptional communication skills, both oral and written; ability to present, lead, support and influence senior management and business development in deal process
- Superior organizational and process skills, attention to detail
- Demonstrated strategic acumen, creativity and outside-the-box thinking that can be used to discern and/or evaluate opportunities
- Excellent relationship skills, highly collaborative - can build rapport and credibility quickly with all levels of the organization
- Comfort in working with ambiguous objectives / goals
9
Consumer & Community Bank Finance Resume Examples & Samples
- Build a close partnership with business and finance partners across Card Services and Auto Finance teams
- Develop expertise in forecasting and analyzing trends in business drivers, balance sheet and income statement across stress testing forecasts and Business as usual planning
- Manage business strategic inputs and assumptions used in the forecasting model
- Develop and manage model overlays to address model deficiencies and capture new business strategies
- Create executive presentations to deliver forecasting results and story lines clearly and concisely
- Drive improvements in processes and consistencies in the forecasting process to improve efficiency and control
- Proven ability to lead and develop people with different backgrounds and skillsets
- Creative self-starter with strong initiative, ability to take ownership and drive initiatives forward within the organization
- High degree of flexibility to respond to evolving needs of senior management and work quickly through requests on a variety of projects
- Master’s degree in Business Administration, Finance, Accounting or related field with 5 -7 years of related experience
- Proficiency in Microsoft Office (especially Excel), Essbase. Experience with internal financial systems is a plus
10
Consumer & Community Bank Finance Resume Examples & Samples
- BS/BA in Finance, Accounting or Business; experience in mortgage, banking or financial services a plus
- Must have a minimum 3 years of related experience in financial analysis/performance, forecasting and budgeting; experience working in Finance for a volume based organization is a plus
- Working knowledge of US GAAP and ability to compile integrated set of financial statements is a plus
- Excellent interpersonal skills - must have the ability to build strong working relationships with operations, clients and team members with Finance; Customer Service skills and a proactive ("can do") attitude are critical to your success in this support function
- Strong business analysis and time management skills
- Excellent data management and problem solving skills
- Must be able to deal with ambiguity and find/solve problems via analyzing trends
- Detailed-oriented and hands-on self-starter with a strong sense of urgency
- Must be self motivated and have the ability to work independently while maintaining focus on team work and in a team without direction
- Strong organization and prioritization skills including good judgment is necessary for success in this role
- Excellent communication (oral and written), analytical and presentation skills are needed
- Ability to work in a fast-paced environment, handle multiple projects at the same time and still meet monthly finance deadlines (business as usual) also provide accurate and timely data all levels of management
11
Consumer & Community Bank Finance Resume Examples & Samples
- Think holistically about business performance levers
- Develop reports and analytics to provide insights of forecasting results to the management team
- Execute current forecasting processes and validate the results
- Proactively recommend ways to improve our forecasting and reporting processes
- Exposure to SAS/SQL is required
12
Consumer & Community Bank Finance Resume Examples & Samples
- Work closely with the business users/analysts to understand requirements and functional needs
- Work with technical teams to translate business requirement documents to Functional specifications and develop Project plans and estimates
- Lead design effort to provide technical solution
- Lead development and testing efforts
- Work on tool selection for the proposed Consolidated Finance Data Layer
- Locate and define new process improvement opportunities
- Provide a high level of responsiveness to ad-hoc requests, “what-if” scenario modeling, and regulatory inquiries
- Develop and Implement best practices for Data and Project Deliverables
- 8-10 years of total experience within MIS, Business Intelligence, and/or Analytics roles
- Must have expert-level, demonstrated knowledge of one or more data & business intelligence concepts including ETL, Data Modeling, SQL Query Development, Reporting Automation, and/or Dashboarding
- Previous experience leading Management & External Reporting intitatives
- Expert-level ability expected in SQL query writing
- Excellent communication, project management, and client partnership ability
- Self-starter; demonstrated ability to complete assigned tasks independently with minimum supervision
- Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: Oracle/SQL Server/Teradata, Cognos/BO, SAS/R
- Big Data/Tableau experience a plus
- Finance/Accounting environment experience a plus
13
Consumer & Community Bank Finance Resume Examples & Samples
- Lead the mortgage banking process for all consolidated financial reporting – actuals, budget and forecast. Act as the key liaison between the Consumer Banking Business (CCB) consolidation team and the mortgage finance team to insure timely delivery of accurate and insightful financial information
- Communicate actual results, budgets and forecasts to the senior leadership team in a concise and actionable manner. Provide insights and information critical to delivering business goals and priorities
- Proactively analyze trends, research issues and respond to inquiries
- Enhance the current processes and reporting, including working with partner teams on improving data quality, introducing business intelligence tools, and rationalizing and streamlining reports
- Build relationships and work closely with the sub-LOB finance teams and the CCB P&A team
- Directly manage a team of 5-8 people and invest time in the people agenda
- Bachelors degree in Finance, Accounting, Mathematics, Engineering or related majors; advanced degree preferred
- Minimum of 7 – 10 years of experience in planning, forecasting and budgeting in Financial Services, and/or closely related functions or industries
- Exceptional analytical, problem solving, and critical thinking skills, including the ability to structure and scope complex problems and apply a range of analytical tools to develop solutions
- Self-motivated individual with ability to manage tight deadlines, with sound decision making skills
- Demonstrated strong leadership skills, including ability to interact and build relationships with employees at all levels, influence decision making and manage teams
- Strong verbal and written communication skills – ability to synthesize information into concise, insightful, and actionable takeaways. Comfort interacting with and presenting to all levels of management
14
Consumer & Community Bank Finance Resume Examples & Samples
- Act as owner for the Mortgage Banking (MB) Forecast Automation and Finance Roadmap processes
- Develop and manage integrated project and resource plans
- Create executive presentations that summarize plans, progress, and issues/risks or address ad-hoc requests
- Provide timely updates and escalate material issues across MB and CCB leadership
- Interface and coordinate across teams from CCB and Corporate (i.e. Finance P&A, Risk, Technology, etc.)
- Minimum of 10 years experience in finance, accounting, economics or related field
- Knowledge of balance sheet, income statement and basic accounting concepts preferred
- Experience with internal financial systems is a plus
- Ability to multi-task in a fast-paced environment to meet deadlines under pressure
- Creative self-starter with strong initiative, ability to take ownership and work independently as well as contribute to the broader team
- Proficiency in Microsoft Office applications (Excel & PowerPoint in particular)
- PMP Certification required
- Experience with the Agile methodology for software development required
- Scrum Certification preferred
15
Consumer & Community Bank Finance Resume Examples & Samples
- Prepare, troubleshoot and analyze the results of capacity tools on a monthly basis
- Prepare forecast review documents for each capacity plan revision to be distributed to operational leadership for review and discussion
- Support forecast infrastructure by helping to collect vital data and information from MIS and operational leadership
- Prepare insightful, high quality Senior Management presentations
- Support ad-hoc requests from the Business and Senior Management
- Partner with business P&A team to ensure smooth functioning of the process
- Identify and drive continuous improvement initiatives
- Maintain and coordinate calendar of deliverables
- Bachelors in Finance, Mathematics or related discipline required
- At least 5 years of related analytical experience
- Excellent communication and partnering skills
- Keen eye on attention to detail
- Demonstrate organizational capabilities
- Ability to work autonomously within team environment
- Knowledge of Excel required
- Knowledge of Essbase preferred
- Experience in retail financial services/banking industry preferred
16
Consumer & Community Bank Finance Resume Examples & Samples
- Strong quantitative, critical thinking and analytic skills excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, has the ability to comprehend and clearly communicate complex concepts in a fast- paced, dynamic environment
- Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
- Knowledge of Microsoft Word, Excel, PowerPoint/PitchPro, Essbase and SQL (preferred)
17
Consumer & Community Bank Finance Resume Examples & Samples
- Manage the preparation of internal and external presentations and supporting materials for Senior Management (CEO Business Reviews), Investor Day and Regulator Reports/Meetings
- Assist in providing answers to Corporate questions regarding the Business Unit performance during the month end at month/quarter close
- Support Card Services annual/monthly financial planning, forecasting, analysis and reporting
- Support ad hoc analysis including competitor side-by-side comparisons and analysis
- Working closely with other line of business P&A teams and the CCB P&A team
- Analyze financial results and provide variance analysis to help Senior Management prepare for monthly management meetings and monthly corporate business reviews Provide analytic support for earnings release (Talking Points, Analyst Presentation slides, additional back-up materials, etc.)
- 4+ years in Finance/Accounting, management consulting or other financial/analytic roles
- Strong Project Management skills with good organizational and prioritization skills and able to work with minimal supervision/guidance in fast paced environment
- Excellent and proven communication, both written and verbal. Ability to communicate effectively at many levels of the organization including Senior Management
- Excellent problem solving and analytical reasoning
- Strong interpersonal, judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
- Knowledge of Microsoft Word, Excel, PowerPoint/PitchPro+, Essbase (preferred)
18
Consumer & Community Bank Finance Resume Examples & Samples
- Coordinate month end general ledger close review and reporting for revenue, expense and key balance sheet items
- Partner with the Rebate, Pricing and Financial Reporting managers to lead the review and documentation of key processes and controls and ensure a sound control environment
- Work closely with Risk, Audit and Control teams and coordinate any audits or reviews of the Finance Team internal controls
- Drive automation and efficiency across the function
19
Consumer & Community Bank Finance Resume Examples & Samples
- Develop presentations, analysis and supporting materials for Executive and Senior management
- Collaborate with business partners across Mortgage Banking and the organization to ensure the timely, accurate and effective delivery of key initiatives and ad-hoc projects
- Ensure the accuracy and quality of business reviews, performance scorecards, competitive analysis, and ad-hoc initiatives
- Provide qualitative and quantitative support for earnings releases (talking points, analyst presentation slides, back-up materials, etc.) and external investor presentations
- Participate and support ad-hoc special projects and requests as needed
- The candidate must be a self starter, work well collaboratively and be able to work in a fast paced, results-driven environment
- BA/BS in Finance, Economics, Accounting or related field with 5 years of related experience, preferably in the financial services industry
- Strong interpersonal, verbal and written communication skills - ability to synthesize financial information into concise, insightful and actionable recommendations; comfortable presenting to management
- Solid relationship building / partnership skills - ability to partner across all levels in Finance, the Business and other functional areas
- Professional character - strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results oriented
- Strong quantitative, analytical, and problem solving skills
- Excellent organizational skills and the ability to manage multiple tasks simultaneously
- Extreme attention to detail and time management skills
- Proficiency in Microsoft Office applications, particularly PowerPoint and Excel
20
Consumer & Community Bank Finance Resume Examples & Samples
- Excellent interpersonal skills necessary to communicate with senior leaders across the CCB Finance organization
- Experience in preparing reports detailing monthly performance
- Hyperion Essbase experience preferred
21
Consumer & Community Bank Finance Resume Examples & Samples
- Superior analytical and problem solving skills
- Self-motivated and pro-active with the proven ability to work accurately and under pressure to meet deadlines
- Proven ability to communicate effectively within a team environment and interact across departments
- Ability to multi-task, manage multiple ongoing projects across very different subject matters
- Minimum 10 years experience in finance, treasury or P&A; prior experience in pricing a strong plus
- Degree in Accounting, Finance, Business or related disciplines
- Strong PC skills, Excel power user and an above average knowledge of PowerPoint
- Prior experience with Essbase
- Knowledge of Business Banking credit products a plus
22
Consumer & Community Bank Finance Resume Examples & Samples
- Month-end close reporting
- Monthly Mortgage Banking Servicing Controller’s book – Assisting in the reporting and analysis of the balance sheet and income statement to present to Senior Management
- Quarterly 10-Q submissions and accounting policy memos relating to the Mortgage Banking Servicing Line of Business
- Ad-hoc requests from Senior Management
- Strong communication skills and the ability to partner with operational personnel to understand the business
23
Consumer & Community Bank Finance Resume Examples & Samples
- Analyzing various processes and developing and implementing improvements
- Support ad-hoc analysis
- Retrieving large datasets from multiple systems of record and performing analysis
- Writing and reviewing business requirements for process improvements
- 7+ years of professional accounting and/or banking experience
- Strong knowledge of Excel, Access, Info One, MSP, SAP, and SQL
- Ability to streamline existing process and create new processes
24
Consumer & Community Bank Finance Resume Examples & Samples
- Perform analytics related to P&Ls, forecasts, and key performance indicators
- Help drive the improved integration of reporting/data, forecasting, and analytics across the four origination channels and various subsets
- Contribute to externally presented analytics including quarterly earnings documents and investor related questions
- Participate as a critical team member in finance driven projects that span the originations business
- Conduct ad-hoc financial analysis and problem solving to further breakdown results
- Partner with Originations Finance channel teams, peer Mortgage Banking Finance teams, and business teams to support senior management decision making
- Minimum of 5 years of progressive financial services experience
- Strong interpersonal skills; ability to interact with broad scope of employees, including those at more tenured levels and senior leadership team
- BBA Finance/Economics/Accounting; MBA a plus
- Real estate or mortgage finance experience is a plus
- Strong computer skills including Excel and PowerPoint, ability to work with large data sets such as Access and Essbase preferred
25
Consumer & Community Bank Finance Resume Examples & Samples
- Part of team that develops merchant level Chase Pay pricing
- Become subject matter expert in Interchange qualification; apply knowledge to pricing decisions
- Build processes to automate and improve Chase Pay pricing, analytics and reporting
- Manage the analysis for critical and complicated projects for Chase Pay and ChaseNet
- Aids in the formulation of complex proposals for upper management
- Collaborates with other Analysts, Business Development and other CCB LOB employees to obtain effective results
26
Consumer & Community Bank Finance Resume Examples & Samples
- Lead the sub-LOB process for financial reporting – actuals, budget, forecast and stress. Act as the key liaison between the MB P&A consolidation teams and the sub-LOB finance team to insure timely delivery of accurate and insightful financial information
- Directly manage a team of 4-5 people and invest time in the people agenda
- Bachelors degree in Finance, Accounting, Mathematics, Engineering or related majors
- Minimum of 5-8 years of experience in planning, forecasting and budgeting in Financial Services, and/or closely related functions or industries
27
Consumer & Community Bank Finance Resume Examples & Samples
- Bachelors degree in Accounting/Finance/Economics or other related majors - MBA preferred
- 5+ years in Finance/Accounting, management consulting or other financial/analytic roles
- Experience in planning, forecasting, budgeting
- Strong quantitative, critical thinking and analytic skills, excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, understanding of financial statements, has the ability to comprehend and clearly communicate complex concepts in a fast- paced, dynamic environment and provide strong documentation
- Strong interpersonal, verbal and written communication skills - ability to synthesize financial information into concise, insightful and actionable recommendations comfortable interacting with and presenting to all levels of management
- Advanced Microsoft Word, Excel and PowerPoint/ PitchPro, Essbase and SQL (preferred)
- Hyperion Essbase and SAP experience a plus
28
Consumer & Community Bank Finance Resume Examples & Samples
- Act as a member of executive team responsible for approving highest impact Commercial Card offers
- Lead the development and evolution of pricing strategies, structures, and processes in order for JPM to remain a leader in the commercial card industry
- Liaise and collaborate with business partners in developing deal specific pricing strategies, reviewing and calculating rebates, and conducting ad hoc analysis
- Present pricing strategy and results to cross functional partners and senior executives
- Lead 5-person Pricing Strategy and Sales Finance team
- Directly oversee the commercial card pricing tool to manage transactional deal flow and create executive-level reporting
- Sales planning and forecasting
- Administration of Sales Incentive Compensation Plan
- Work closely with Sales, Account Management, Legal, Operations, and Risk
- Drive process improvements – continually develop, evolve and automate existing processes
- Build and maintain excellent relationships with internal clients and colleagues
- LI-POST
- 10+ years of relevant Pricing, Finance, and/or Product experience with an undergraduate degree; MBA preferred but not required
- Extensive analytical and critical thinking experience, ability to build/oversee detailed business cases and analyze complex situations
- Exceptional leadership and influencing skills with the ability to collaborate across a matrixed organization
- Strong people management skills; proven track record of managing a high performing team
- Effective and efficient verbal and written communication skills
- Strong business presence; experience presenting information and analyses in a leadership capacity to senior level management in a concise and logical manner
- Ability to handle multiple priorities, deliver on numerous deliverables simultaneously and delegate as appropriate
- Superior skill in Excel, PowerPoint, and Word
29
Consumer & Community Bank Finance Resume Examples & Samples
- Developing and managing capacity plans and planning tools for Mortgage Originations Fulfillment
- Working the finance organization and with the senior operations and underwriting management team
- Providing analysis on capacity and productivity within the loan fulfillment process
- Analysis on business drivers across various functional groups within operations
- Other analysis and activities including financial analysis/reporting/modeling, forecasts/budgets, site planning, cost/benefit analysis, product costs, business strategies/initiatives, expense control, headcount analysis/reporting, KPI/ad-hoc analysis and other duties as required
- Proficiency in computer navigation and Microsoft environment
- Advanced proficiency with Excel
- Experienced user of Essbase and proficiency in SAP is a plus
- Perfect Candidate would be accountable (delivers), aggressive, adaptable, assertive, motivating, collaborative (ability to deal with conflict and criticism constructively), innovative (forward thinking), mentoring (growing our people) and of integrity (displays the highest standards of business ethics and practices)
30
Consumer & Community Bank Finance Resume Examples & Samples
- Attract, retain and develop a team of world class finance professionals
- Set and execute business strategy and development, accountable for profit and loss
- Provide valuable consulting to Business Unit President and Leadership Team to drive/identify growth opportunities and continually reengineer the business for optimal efficiency/growth
- Provide insightful business financial information and coordinate financial planning and budget/forecast management functions
- Ensure accurate, secure and timely recording and reporting of business activities, including monthly, quarterly, budgets, forecasts, and other ad-hoc analysis
- Partner with teams across the Business/Finance operating model in driving decision-making and creating appropriate Budgets that are aggressive, achievable, and tied to long-term shareholder growth
- Develop and foster working relationships with other businesses and functional groups to support business growth while balancing the appropriate controls
- Results oriented CFO background with ability to identify opportunities to grow business
- Creative thought leader, exceptional problem solving and analytical skills with proven ability to provide structured conclusions to all levels of management
- Ability to create a clear, simple and compelling vision, develop strategy and communicates in a way that gains engagement at all levels
- Proven leadership and influencing skills and ability to collaborate across a highly matrixed organization
- Ability to set and manage accountabilities and expectations at all levels - team members, peers, business partners and senior and executive management
- Excellent relationship skills, highly collaborative – can build rapport and credibility quickly with all levels of the organization
- Executive presence, comfortable interacting with, presenting to and influencing senior leaders
- Track record of building great teams and attracting top talent
- 10+ years of broad business management including prior experiences in consulting, investment banking, or operational roles in a Fortune 500 company (payments/credit card preferred)
31
Consumer & Community Bank Finance Resume Examples & Samples
- Proactively recommend ways to profitably expand our business
- Provide considerations for simplifying our forecasting and valuation process
- Partner effectively with risk, finance and marketing teams to develop offer strategies that will generate long term customer value
- Minimum 4-5 years experience in an analytical role
- Prior Credit Card industry knowledge
- Proficiency in MS Office (especially Excel and PowerPoint)
- Experience leading projects or initiatives
32
Consumer & Community Bank Finance Resume Examples & Samples
- Evaluate marketing investment at a program and campaign level
- Identify efficiencies across portfolios and prioritize investment types
- Create business cases and post implementation tracking for new marketing and technology investment
- Participate in the annual forecasting and budgeting processes
- Partner effectively with the Card marketing and CCB Marketing & Communications organizations
- Proficiency in MS Office (especially Excel and PowerPoint
33
Consumer & Community Bank Finance Resume Examples & Samples
- Prepares costing & other analysis across all key products, lead sources, locations in support of pricing P & L's/pricing decisions
- Assists in the development & maintenance of an Activity Based Costing system across all production channels
- Assists in other pricing analysis & daily pricing processes
- Develops reporting & presentation material that provides transparency on cost performance
- Recurring interaction with management in Finance & the channel on P & L performance
34
Consumer & Community Bank Finance Resume Examples & Samples
- Produce and validate input files used by the forecasting statistical models
- Validate and analyze the output of statistical models
- Execute certain forecasting processes and validate the results
- Proactively recommend ways to improve existing forecasting methodologies and processes
- Proficiency in MS Office (especially Excel)
35
Consumer & Community Bank Finance Resume Examples & Samples
- Support the Consumer and Community Banking annual/monthly/weekly financial planning, forecasting, analysis and reporting
- Analyze financial results and provide variance analysis to help the CCB CFO prepare for monthly management meetings and monthly business reviews
- Support and/or manage and/or lead ad hoc analytic projects and requests
- Proactively analyze business financial trends, research issues and respond to inquiries to help provide insight and decision support to senior management, both within Consumer & Community Banking and the CCB finance leadership team
- Develop and manage materials for senior management presentations
- Participate in ad hoc special projects as needed
- Undergraduate degree, preferably with a finance or business major - MBAs preferred
- Intermediate to expert knowledge of Microsoft Word, Excel and PowerPoint
- 6-9 years experience with a medium to large diverse organization with analytic responsibilities is required
- Experience in JPMorgan Chase businesses or in financial services strongly preferred
- Prior experience in managing / developing a team required
- Polished presentation and communication skills
- Ability to work in a fast-paced environment and multitask
- Exceptional attention to detail related to providing accurate and timely data
36
Consumer & Community Bank Finance Resume Examples & Samples
- Responsible for understanding the Auto Financing industry competitive landscape and developing pricing winning strategies to grow CAF market share and profitability
- Manage Manufacturing pricing teams for JLR, Subaru, Mazda, and Maserati whom are responsible for pricing decisions and client facing relationship
- Develop a new pricing strategy based on the latest capital allocation from CCB to optimize Return on Equity and shareholder value factoring standardized and advanced capital
- Improve the communication of market share and pricing competitive intelligence and develop further analysis to understand lenders economics and operating model
- Responsible for leading a team of Modelers and competitive intelligence to build on the current price decision analytic processes and recommendation
- Supervise the design and development of a broad range of pricing models
- Monitor the performance of developed models in accordance with established company model risk policies. This includes performance back-testing, benchmarking model performance against the performance of similar models, and documenting results in accordance with regulatory guidelines
- Manage control and governance framework to document procedures, policies and implement pricing changes including targets, loss adjustors, capital, etc
- Develop collaborative & influential relationships with Finance, Product/Pricing, Sales, Operations, Credit, and Data Management teams to improve communication, analytics and refine reporting and actionable recommendations
- Take initiative and demonstrate innovation in the identification and development of new metrics, report design, creation, implementation, reporting processes, and areas of analytic focus
- Exceptional communication skills in planned and ad hoc situations and persuasive/clear in verbal and written presentations to various levels of the organization
- Proven track record managing and developing high performing team
- Understanding and experience managing BASEL III RWA and Capital
- 10 years of experience in Banking, Finance or related experience
- Minimum of 5-7 years experience in the Auto Finance industry, reporting and information analysis, insights development, and executive reporting
- Strong leadership, communication and interpersonal skills with track record of innovation, initiative, resourcefulness, flexibility, embracing change, catalyst for change, and creative problem solving to achieve business objectives
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Consumer & Community Bank Finance Resume Examples & Samples
- Develop a deep understanding of the components and drivers of the Partner P&L and act as subject matter expert for finance-related contractual obligations
- Work with Partner GM teams and Partner CFO on the creation/communication of planning and forecasting activities including new accounts, key revenue drivers, and non-interest expenses
- Work with Partner CFO to consolidate monthly reporting / ad hoc requests to various internal groups (e.g., P&A)
- Regularly meet with GM teams / Partners to review actual financial performance and discuss Risks/Opportunities to budgets/forecasts
- Act as trusted advisor to GM teams on product development, special offers, and investment analytics
- Create presentation materials and financial results to Partner General Manager teams as well as other leaders within the finance organization
- Continually improve/streamline/off-shore recurring monthly reporting and meet all reporting deadlines
- Bachelor’s degree in Finance, Accounting, Economics (or related discipline)
- Advanced degree or professional certification preferred
- 5+ years of analytical or financial experience (Credit Card / Consumer Finance background preferred)
- Exceptional communication skills, both oral and written, with desire of using both in collaboration with internal and external stakeholders; ability to present, lead, support and influence senior management and business development in deal process
- Ability to prioritize and handle multiple projects at the same time
- Ability to work dynamically within a large, matrixed organization
- Advanced skills in Microsoft Excel and PowerPoint
- Hyperion Essbase and SAP experience preferred
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Consumer & Community Bank Finance Resume Examples & Samples
- Support Auto Finance in annual/monthly financial planning, forecasting, analysis and reporting
- Analyze financial results and provide variance analysis to help the DCS CFO prepare for monthly management meetings and monthly corporate business reviews
- Support the preparation of internal and external presentations and supporting materials for the DCS CEO
- Update and validate BAU financial tracking reports
- Accumulate, review and present risks/opportunities to DCS CFO
- Develop and enhance month-end analytics to provide efficiency and transparency to Senior Management
- Work closely with other business finance teams and Auto P&A team
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Consumer & Community Bank Finance Resume Examples & Samples
- Minimum of five years of related financial analytical experience (budgeting, cost analysis)
- Ability to effectively prioritize multiple projects and/or critical deadlines at the same time
- Experienced in analysis of monthly financial performance (including accounting entries, accruals, etc.)
- Advanced skills in Excel, Microsoft Office and Microsoft Access
- Advanced skills in Hyperion Essbase (administration experience preferred)
- Strong organizational skills, including good judgment and decision making abilities
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Consumer & Community Bank Finance Resume Examples & Samples
- Identify business opportunities that add shareholder value
- Monitor key leading indicators of CCB performance and scenario plan for potential outcomes
- Simplify and automate finance reporting and processes
- Support infrastructure improvements to the CCB data environment
- Analyze core business drivers to create transparency into current and future performance for senior leadership
- Bachelor’s degree in a quantitative discipline
- 4+ years related experience
- Superior analytic skills and problem solving acumen
- Ability to manage concurrent assignments and quickly react to changing or competing priorities
- Coding experience helpful but not required
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Consumer & Community Bank Finance Resume Examples & Samples
- 5+ years experience in Finance, Systems, IT and/or Business Management
- Strong analytical, interpretive and problem solving skills
- Knowledge of P&L and Balance Sheet
- Oracle Essbase experience preferred
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Consumer & Community Bank Finance Resume Examples & Samples
- Preparation of budget, forecasts and business cases
- Monthly and quarterly financial reports including month-end estimates, closing and reporting for the business inclusive of client profitability reporting and analytics
- Maintain DCS’ F3 models & analytics used for long-term forecasting and quarterly stress test cycles
- Monitor the performance of developed models (in partnership with the corporate Quantitative Research (QR) team as the DCS subject matter expert) in accordance with established company model risk policies. This includes performance back-testing, benchmarking model performance against the performance of similar models, documenting results in accordance with regulatory guidelines
- Prepare financial material and coordinate production of business material for monthly pricing and portfolio reviews with DCS leadership team
- Develop collaborative & influential relationships with Sales, Operations, Credit, Data Management teams and other JPMorgan Chase wholesale businesses to improve communication, analytics and create inclusive sharing of ideas and opportunities
- Take initiative and demonstrate innovation in the identification and development of new metrics, report design, creation, implementation, reporting processes and areas of analytic focus
- Analyze industry/competitive pricing information and intelligence related to and in support of business initiatives and activities
- Maintain and enhance DCS Pricing Tool, including maintaining proper controls
- Perform deal analysis, including control and profitability reviews
- Manage weekly/monthly updates to the pricing database including loading data, generating and ongoing improvements to reporting
- Bachelors degree in Accounting/Finance/Economics or other related majors, MBA a plus
- 7+ years experience in analytical role; Banking, finance, credit risk and commercial finance and pricing specific experience is highly desirable
- Proven track record of innovation, developing winning strategies and creative problem solving to achieve business objectives
- Ability to build and manage robust models
- Strong Microsoft Office skills (Word, Excel, and PowerPoint required, Access, VBA and SQL a plus)
- Strong proficiency in creating and managing complex, connected workbooks and databases, manipulating/segmenting data (e.g., pivot tables, filtering), constructing macros, and generating complex formulas and calculations
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Consumer & Community Bank Finance Resume Examples & Samples
- Bachelor’s degree in Finance, Accounting, or financial systems discipline. MBA preferred
- 8+ years experience in Finance, Systems, IT and/or Business Management
- Strong SQL/SAS skills
- Strong P&L knowledge
- Advanced Microsoft Excel skills
- Experience in banking or financial services
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Consumer & Community Bank Finance Resume Examples & Samples
- Lead the build out and ongoing maintenance of the Consumer, Business, and Chase Wealth Management Finance MIS infrastructure
- Provide leadership and guidance on the development of the financial data warehouse for the Consumer, Business, and Chase Wealth Management business units
- Work collaboratively with senior management and IT staff to develop reporting and business intelligence strategy for the Consumer, Business, and Chase Wealth Management business units
- Oversight for MIS infrastructure on a daily and monthly basis to support financial reporting
- Lead a diverse team consisting of financial, technical, and management staff
- Role requires close partnership with senior level IT, risk, and finance staff
- Bachelor’s degree in IT or Financial systems discipline
- 10+ years of financial solutions architecture, software development and project management experience
- Must have Hyperion Essbase cube design and administration experience
- Oracle SQL query language, Unix, and data warehousing experience a plus
- Ability to manage multiple projects with tight timelines
- Strong analytical and problem solving skills
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Consumer & Community Bank Finance Resume Examples & Samples
- Provide resource / requisition management, planning and forecast guidance
- Prepare and present spend review reports
- Monitor and support the strategic agenda for recruiting and workforce management
- Facilitate CTO level monitoring of headcount and investment planning
- Execution of the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
- Lead additional one-off and repeatable analyses as required by senior management
- Communicate and coordinate effectively with the lines of business and corporate functions areas
- Support ad hoc projects as necessary
- Over 3 years professional experience with an emphasis on business and data analysis
- Bachelor's Degree in Business Management, Finance, Economics, or related field
- Excellent oral and written communication and relationship management skills
- People skills
- Previous experience in a business management role in banking or financial services strongly preferred
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Consumer & Community Bank Finance Resume Examples & Samples
- Outstanding financial analysis skills required – ability to dissect and synthesize complex data into understandable decision-oriented business insights, and lead the development of articulate financial reporting and analytics
- Deliver insightful reporting of business performance, including the monitoring of opportunities/risks, developing reporting packages, and operational metric dashboards
- Own the end-to-end process of the month/quarter-end cycle and the earnings release process
- Drive continuous improvement and automation of existing financial processes while ensuring all appropriate financial controls are in place
- Thrives in a fast-paced, dynamic environment and can manage multiple deliverables under tight timelines
- Superior attention to accuracy, and exceptional attention to detail/integrity of financial statements
- Strong knowledge of finance and accounting/financial statements, and deep understanding of key business/operational drivers – the ideal candidate loves to drill, dissect, analyze data and highly adept at creating executive friendly materials to “tell the story” around the numbers
- Strong quantitative, critical thinking and problem solving skills and can come up with insightful recommendations
- Proactive, solution oriented, and self-starter – continual drive to understand unique needs of the business and always looking to challenge the status quo
- Exceptional executive presence and strong interpersonal, verbal, and written skills, comfortable interacting with, presenting to, and influencing senior executives
- Proven people leader with a track record of creating strong teams – committed to developing employees through coaching, training, and mentoring
- 10+ years relevant experience in Finance/Accounting
- Prior experience in business/financial management/planning & analysis is strongly preferred
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Consumer & Community Bank Finance Resume Examples & Samples
- Help drive the improved integration of reporting, forecasting, and analytics across the origination channels
- Contribute to externally presented analytics, including quarterly earnings documents and investor related questions
- Partner with Originations Finance channel teams, peer Mortgage Banking Finance teams, and business teams to support senior management decision-making
- Closely partner with senior managers and other critical stakeholders to organize and develop proposals and materials for key business and risk meetings
- Provide monthly executive updates for the Production senior leaders
- 5+ years of financial services experience
- Self-motivated with a strong sense of accountability & ownership
- Attention to detail; strong control mindset
- Team player, contributor to a great culture
- Real estate or mortgage finance experience a plus
- PitchPro and Essbase a plus
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Consumer & Community Bank Finance Resume Examples & Samples
- Preparation, consolidation, review and detailed analysis of a number of key financial activities including, but not limited to
- Over 3 years professional experience in handling large amounts of data, analyzing P&L and Balance sheet drivers preferred
- Experience with internal financial systems such as Essbase and SAP preferred
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Consumer & Community Bank Finance Resume Examples & Samples
- BA degree in finance or accounting
- Financial reporting experience
- Passionate problem solver and critical thinker with exceptional analytical skills
- Excellent presentation skills (written and oral)
- Strong technical data skills; proven track record of partnering with data scientists/owners to deliver analytical insights
- Strong project management skills with a proven track record of executing against deliverables
- 3+ years’ experience in financial analysis
- Mortgage Banking experience is preferred
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Consumer & Community Bank Finance Resume Examples & Samples
- Support all monthly and quarterly financial processes including month-end estimates, closing and reporting
- Prepare annual budgets, multi-year plans, forecast revisions related to balances, revenues, and expenses
- Develop, maintain, and use key business drivers, market information and performance metrics to manage the business through early identification of trends and anomalies
- Prepare materials for periodic business reviews for senior management
- Improve existing forecasting and reporting processes
- Lead and support ad hoc and special projects
- Assist in developing presentations
- Prepare various monthly and quarterly financial reports and analyses
- BS degree in relevant technical fields (e.g. Accounting, Finance, Economics, Statistics or Computer Science)
- Experience in reporting and analysis
- Exceptional analytical ability and creative problem solving skills
- Ability to deliver exceptional results in a time-sensitive manner while managing competing priorities
- Expert in Excel and PowerPoint preferred
- Strong attention to detail required
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Consumer & Community Bank Finance Resume Examples & Samples
- Provide standard daily, weekly, and monthly reporting deliverables
- Assist in the development and provision of time and project tracking and compliance reporting
- Develop ad hoc reporting solutions for customers
- Support business and real estate functions
- Analyze project forecast and time tracking data and provide regular and ad-hoc reporting as required
- Demonstrable proficiency in Microsoft Office suite, especially PowerPoint, and Excel
- Previous experience with SharePoint and Clarity a plus
- Experience developing, managing, and providing executive level presentations
- Ability to work in an extended team
- Ability to prioritize and manage multiple initiatives
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Consumer & Community Bank Finance Resume Examples & Samples
- Analyze financial results and forecasts to provide insights and recommendations on performance to finance and business leadership
- Create, maintain, and enhance multi-year financial models for the business, assessing the impact of strategic decisions and trade-offs on the P&L; prior experience in business case development is key
- Collaborate with key stakeholders to ensure results and forecasts are aligned with financial targets and business strategy
- Assess industry trends, market size and structure and competitor benchmarks and measure effectiveness to ensure Card Services delivers with "customer first" mentality, the highest quality standards, and with high sense of urgency
- Provide financial decision support to business unit General Managers and their teams through analytical, consultative projects that provide insights into portfolio, product, and customer behavior
- Partner closely with Finance teams, including P&A, CCAR Forecasting, and Investment Valuation teams
- Prepare senior management presentations to communicate financial performance and help drive strategy
- Train and mentor incoming analysts
- Proven ability to perform complex data analysis and provide structured conclusions to all levels of management
- Strong thought leadership, strategic business acumen, and intellectual curiosity
- Attention to detail and ability to prioritize across multiple projects
- Capacity to work cross-functionally to create efficiencies
- Excellent communication and presentation skills, both written and verbal; ability to tailor messaging and communicate effectively across all levels
- Strong interpersonal skills and willingness to build and foster strong professional relationships across functions and lines of business
- This role requires strong financial modeling and analytical skills; advanced level in Excel and Powerpoint and Hyperion Essbase; SQL & SAS code-writing proficiency preferred
- 3-5 years of experience required; a Master’s degree is preferred but not required
- Prior experience in investment banking, corporate finance, or consulting is a plus
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Consumer & Community Bank Finance Resume Examples & Samples
- Plan and oversee high level project plan and milestones, coordinating with Finance Risk Warehouse and Technology partners. Define Roadmap end user benefits and metrics for tracking progress, prepare status reports, assist with preparation of project presentations for Project stakeholders. Scope includes new Roadmap initiatives and ongoing maintenance releases
- Utilize CCB Demand Management project intake, sizing, budgeting and release planning process and tools as appropriate
- Raise and monitor all project risks; research, analyze root cause, recommend, remediate, resolve and communicate action plan
- Build effective relationships with sub-LOB Managers in CCB Finance, Accounting and Treasury; coordinate and participate with their teams in planning, prioritization, business requirements, data mapping and analysis, test script preparation and execution
- Ensure project and testing documentation is complete; manage issue tracking and resolution
- Coordinate operational readiness and stakeholder “go-live” review and sign-off; ensure operating model in place and migrated to BAU state
- Additional project administration, demand management and governance support as needed
- BS degree, Accounting or Finance or related discipline required
- 5-7 years of Finance, Finance Operations or Financial Systems experience, preferably in the financial services industry
- Project experience, demonstrated ability to manage to project plan and keep deliverables on track; understanding of project life cycle
- Knowledge of CCB businesses, systems, financial data preferred
- Strong critical and creative thinking skills with ability to analyze data, interpret results and make recommendations
- Self-motivated, and delivery-focused individual who is able to work independently, communicate effectively with partners
- Proven organizational skills, including good judgment, work prioritization and decision making abilities
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Consumer & Community Bank Finance Resume Examples & Samples
- Responsible for coordinating various control related initiatives and programs related to accounting & controllership processes
- Responsible for timely and accurate preparation of management reports
- Appetite for continuous improvement of procedures and review materials
- Provide oversight of the Risk and Control Self Assessments (RCSA) and Sarbanes-Oxley (SOX) programs for Mortgage Servicing Product Control function
- Develop recommendations to strengthen internal controls to improve operational efficiency and consistency
- Maintain user tool inventory for Mortgage Servicing Product Control function
- Bachelor's degree required, preferably in accounting, Project management experience preferred
- Knowledge of SAP General Ledger and Hyperion Essbase a plus
- Strong PC skills (Microsoft Office) are required
- Creative thinker with strong analytical and problem solving skills; ability to present information to senior management in a concise manner
- Ability to develop strong client relationships
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Consumer & Community Bank Finance Resume Examples & Samples
- Develop strong working relationships and provide financial decision support to business unit General Managers and their teams through analytical, consultative projects that provide insights into portfolio, product, and customer behavior
- Create, maintain, and enhance multi-year financial models for the business, assessing the impact of strategic decisions and trade-offs on the P&L; prior experience in business case development is also helpful
- Partner with Analytics and other Finance teams to assess industry trends, market size and structure and competitor benchmarks and measure effectiveness to ensure Card Services delivers with "customer first" mentality, the highest quality standards, and with high sense of urgency
- 6+ years of experience required; a Master’s degree is preferred but not required
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Consumer & Community Bank Finance Resume Examples & Samples
- Manage portfolio marketing valuation across all Credit Card products
- Create post implementation tracking for marketing investment
- Participate in the budgeting processes
- Partner effectively with Marketing, Operations, Finance, and Risk to make decisions that maximize revenue as well as the customer experience
- Minimum 5-8 years experience in an analytical role
- Ability to manage relationships an communicate with all levels of the organization
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Consumer & Community Bank-finance Audit Resume Examples & Samples
- Establish strong relationships with line of business management and related control groups such as Risk Management, Compliance, and Audit colleagues
- Accountable for meeting deliverables and adhering to department standards Provide coaching and feedback to other team members Monitor key risk indicators, significant change activities and escalation of emerging business issues to management in a timely fashion
- Stay up-to-date with evolving industry changes and market events
- Must have 8+ years of relevant experience in internal/external auditing, or consulting
- Consumer Banking products, services, or operational functions preferred
- Any candidate not meeting ALL the qualifications can be considered for an AVP, Senior Auditor role
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Consumer & Community Bank Finance Resume Examples & Samples
- Develop a deep understanding of the components and drivers of the Partner Card P&L to help drive insights and analytics on the financial performance of the card portfolios
- Lead analytics (partnering with Centers of Excellence) to drive decision making on special offers, and investment analytics
- Work with Partner GMs and their teams, as well as with the Partner CFO, on the creation/communication of planning and forecasting activities including new accounts, key revenue
- Excellent quantitative, critical thinking and analytic skills, confidence with finance and accounting concepts, has the ability to comprehend and clearly communicate complex concepts in
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Consumer & Community Bank Finance Resume Examples & Samples
- Participate in monthly reviews of financial results with business leaders including the Head of Consumer Fulfillment
- Do financial analysis
- Run Capacity Requirements Tool and Staffing Planning Tools to produce monthly forecasts
- Run additional analyses to answer questions from the business (e.g., sensitivities, ad hoc analysis)
- Work with business counterparts to get up-to-date plans (e.g., hiring) and assumptions (e.g., attrition expectations)
- Review data quality (e.g., cost center data) and work with business counterparts and MIS to fix any issues
- Work with Finance team to understand volume feeder model and implications on Capacity Planning
- Report results to other stakeholders, including P&A, Recruiting, and Controls, and Risk
- BA / BS degree (MBA preferred) in Business, Finance, or other quantitative field
- Industry experience in financial management and analysis
- Excellent analytical skills and experience with Excel
- Strong written and oral communication skills and experience interacting with middle and senior-level management
- Strong process management and ability to effectively coordinate across teams
- Mortgage experience is preferred
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Consumer & Community Bank Finance Resume Examples & Samples
- Lead monthly reviews of financial results with business leaders including the Head of Consumer Fulfillment and other senior leaders of the Mortgage business
- Manage a team to do financial analysis
- Structure additional analyses to answer questions from the business (e.g., sensitivities, ad hoc analysis)
- At least 5 years of industry experience in financial management and analysis
- Strong written and oral communication skills and extensive experience interacting with senior-level management
- Mortgage experience is strongly preferred
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Consumer & Community Bank Finance Resume Examples & Samples
- Engage closely with Consumer Fulfillment business groups to plan staffing
- Manage a team to run financial analysis, including calculation tools that determine capacity requirements and tools used for tracking staffing plans and expenses
- Liaison with business support teams including Consumer Sales Finance, Planning & Analysis, Recruiting, etc. to ensure linkages between financial analysis and understanding of results
- Liaison with MIS to ensure quality of data used for the team’s financial analysis
- Advise Controls and Risk partners on any watch items (e.g., staffing adequacy)
- At least three years of industry experience in financial management and analysis
