✨ AI Summary
The Commercial & Investment Banking Finance & Business Management team is seeking a Vice President to support the Servicing Team. This leadership role involves partnering with senior business leaders and key stakeholders to ensure strategic objectives are met through effective financial reporting, data insights, and business analysis. The position requires preparing executive presentations, designing financial reporting packages, analyzing data, and coordinating deliverables across various teams.
Key qualifications include strong PowerPoint and Excel skills, the ability to interpret and present complex data, and excellent communication and presentation abilities. Preferred qualifications include experience in business management, operations, or consulting, knowledge of client onboarding and servicing in Global Commercial and Investment Banking, and a Bachelor's degree in Business, Finance, or Economics (MBA or Master's preferred). The role emphasizes collaboration, independence, and strong stakeholder relationship management.
🎁 Benefits & Perks
competitive total rewards package including base salary, commission-based pay and/or discretionary incentive compensation, comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching.
Requirements
The role requires strong analytical and presentation skills, proficiency in PowerPoint and Excel, and the ability to interpret and present complex data. Experience in business management, operations, or consulting, with a focus on client onboarding and servicing for Global Commercial and Investment Banking clients, is preferred. A Bachelor's degree in Business, Finance, or Economics is required, with an MBA or Master's degree being preferred. The candidate must be self-motivated, able to work independently and collaboratively, and possess excellent written and oral communication and project management skills.
Description
The Commercial & Investment Banking Finance & Business Management team is looking for a strategic, analytical and energetic professional to support the Servicing Team. This is a high-impact leadership opportunity on our F&BM team supporting the Servicing teams, ensuring senior management has visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives. This role will partner closely with senior business leaders and key partners across CIB Finance, Business Management, Banking, and Data & Analytics teams to enable effective end-to-end execution.
Required qualifications, skills and capabilities:
Partner with COS and CIB F&BM to prepare executive presentations – ability to package and present business strategy, performance projections and trends bringing financials and data together to tell cohesive story
Design monthly and quarterly business management and financial reporting packages to communicate business results in a transparent and concise manner to all constituents
Coordinate deliverables with business managers, finance, project managers and other F&BM teams
- Analyze large amounts of data to create impactful analysis to assist in developing COS strategy
- Ability to take analysis and create executive level presentation using PitchPro+
- Partner with COS and CIB F&BM team to budget and forecast headcount and direct expenses
Assist with build out and enhancement of capacity models across COS functions and activities
Participate in the activity based costing process used to allocate expenses across LOB’s and downstream client profitability system
Partner with Finance to build and support forecasting models
Strong PowerPoint and Excel skills required and ability to interpret and present complex data
Strong presentation skills and ability to tell the story on initiatives
Prefered qualifications, skills and capabilities: