US Private Bank - Vice President Business Finance Manager

Our Financial and Business Management role offers the opportunity to drive strategic initiatives and financial planning for organizational growth.  Join us to leverage analytical skills and business acumen in a dynamic environment, contributing to impactful decision-making and operational excellence.  

As a Business Finance Manager within our regional team, you will have the exciting opportunity to support our regional agenda and local markets. You will work closely with our local team in Plano, TX, as well as regional and local market teams across the Americas. Your role will involve frequent interaction with management and front office advisors in a fast-paced team environment, and you will be accountable for broader regional projects. This role provides a unique opportunity to serve within four main channels: Strategic Planning, Finance Management, Sales Management, and Project Management.

Job responsibilities

• Partner with regional Chief Finance Officers and Market Manager(s) to develop strategic market plans, presenting strategic insights about the market and align with market goals and objectives to priorities and initiatives
• Act as a thought partner to Market Mangers on key business decision
• Conduct analyses from financials to understand business goals to identify opportunities to improve business results
• Participate in the month-end close process with the broader WM finance team and research and resolve data issues
• Partner with regional Chief Finance Officers to prepare for business reviews with senior management
• Run disciplined expense management and markets
• Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.
• Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards
• Work with Market Managers to assess talent, using data analytics and metric and develop and maintain robust sales management processes for Market Manager
• Run ongoing enhancements and modifications to internal sales management processes

 

Required qualifications, capabilities, and skills

• Bachelor’s degree in Business Administration, Finance/Accounting, or Engineering
• Intermediate to advanced level ability expected in MS Office (Excel, Access, PowerPoint, Pivot Tables, Nesting formulas)
• Exceptional analytical skills with ability to synthesize data to make acute business decisions, attention to detail is a must with continuous focus on design excellence
• Proven experience delivering timely, high quality presentations and/or reporting for various projects with competing priorities
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda/plan/change management
• Capable of exercising leadership; willing to make challenging decisions

 

Preferred qualifications, capabilities, and skills

• High energy, proactive, strategic thinker with excellent ability to solve issues and conflicts
• Excellent written and oral communication, strong time management and prioritization skills
• Able to work in a dual matrix reporting environment and ability to partner with multiple stakeholders
• Willingness to travel (limited)
• 6+ years of relevant experience