Commercial & Investment Bank, Central Planning & Analysis - Vice President
6 days ago
. Morgan is seeking talented candidates for the position of Vice President in the Commercial and Investment Bank’s Central Planning & Analysis TeamAs the Vice President within the Commercial and Investment Banking Central Planning and Analysis Team, you will play a crucial role in supporting the Commercial and Investment Banking business. You will be involved in advancing daily business objectives and shaping the strategic vision of the organization. This position provides the opportunity to collaborate closely with a diverse range of stakeholders and senior business leaders, manage essential deliverables in a dynamic environment, and contribute to the digital transformation agenda. Your strong financial acumen, strategic thinking, and leadership skills will be vital to your success in this role.Job responsibilitiesOwn the core planning and analysis activities such as budgeting, forecasting, and senior management reviews for the CIB Central P&A team. This role requires extensive hands-on experience in running the budget and forecast process and exceptional attention to detail.Demonstrate strong executive presence and communication skills with the ability to interact and present to senior levels of the organization. Ability to multitask, prioritize, and deliver under tight timelines.Partner with the CIB Line of Business P&A teams and the Firmwide P&A team to manage the end-to-end delivery of the CIB budget and forecast. Consolidate and analyze financial results and communicate to CFOs and business heads in ways that allow for actionable insights impacting business performance.Collaborate with Strategy, Earnings, and Line of Business P&A teams to deliver on key senior management and external presentations such as quarterly earnings, Investor Day, CIB Townhalls, and QBRs.Enhance expense and headcount analysis, providing senior management with key themes and trends that support strategic decision-making.Partner with the Finance Integration Office to align the management reporting model with changes to business hierarchies and the booking model.Collaborate with CIB and Firmwide infrastructure teams to support the digital transformation agenda.Required qualifications, capabilities, and skills10+ years of experience in Finance, Accounting, Business Management, or Strategy.Strong problem-solving skills, leveraging a versatile skillset to identify and recommend ways to address issues with performance, strategy, and organizational effectiveness.Exceptional financial modeling and analytical skills, with the ability to analyze large and disparate data sets and synthesize them into clear conclusions.Strong relationship and interpersonal skills, along with the ability to interact with senior business and functional executives.Strong communication, executive storytelling, and presentation skills, both written and verbal.Proficiency in PowerPoint and Excel; high level of detail orientation.Preferred qualifications, capabilities and skillsA degree in Finance, Accounting, Business, or a related field.Experience with digital transformation initiatives and relevant technologies.
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