Director

• The Banking team within FP&A plays a critical role in supporting one of the largest business segments at a leading financial institution. This position involves close collaboration with the COO function of the Banking division and various corporate teams to analyze commercial dynamics and their impact on regional strategy. A strong understanding of investment and/or corporate banking operations is essential.

  Successful candidates will have experience working across teams, engaging in interdisciplinary projects, and effectively collaborating with peers.

  FP&A Scope:

  • Budgeting, forecasting, and reporting on revenues, costs, and balance sheet/capital.

  • Serving as a primary interface between the Front Office and senior management to provide insights that enhance decision-making and drive performance.

  Requirements:

  • 10+ years of FP&A experience, preferably within financial services.

  • Strong business writing, presentation, and financial data analysis skills.

  • Ability to engage with senior front-office stakeholders to optimize profitability and returns.

  • Experience managing a matrixed budget across products, clients, and entities.

  • Knowledge of investment banking products, risk and balance sheet management, transfer pricing, and cost allocation methodologies.

  • Proven experience managing staff and collaborating across finance teams to drive results.

  • Proficiency in Microsoft applications (PowerPoint, Excel) and financial systems (SAP, Hyperion, etc.).