Financial Planning and Analytics Solutions, Client Reporting - Vice President
On-site · Brooklyn, New York, United States
Job Summary
Lead and deliver client and financial analytics to support senior management decision-making in the Central Planning & Analysis team within Commercial & Investment Bank (CIB). Structure and organize datasets for consistent reporting, improve and streamline reporting processes for scalable delivery, and partner with Finance, Business, and Data teams to align definitions and outputs. Validate results to provide clear, actionable insights and support ongoing initiatives to enhance analytics capabilities across the organization.
Required Qualifications
- 6+ years of experience in finance, analytics, or related roles within financial services
- Strong analytical and problem-solving skills, with attention to detail
- Experience working with large datasets and translating data into business insights
- Advanced Excel skills (ability to manage and transform structured datasets)
- Working knowledge of data tools (e.g., Python, SQL, Alteryx, or similar) to query data and support basic automation
- Ability to communicate clearly and effectively with both technical and non-technical stakeholders
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