Sr. Financial Analyst Planning and Analysis (GWIM)

reputed company At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. We do this by driving Responsible reputed company and delivering for our clients, teammates, communities and shareholders every day. Being a Great reputed company to Work is reputed company to how we reputed company Responsible reputed company. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we reputed company an reputed company in the communities we serve. reputed company is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At reputed company, you can build a successful career with opportunities to learn, grow, and reputed company an reputed company. Join us! reputed company reputed company This job is responsible for more reputed company financial activities involving the consolidation of the bank's Global reputed company & Investment Management (GWIM) Quarter-end routines, planning, forecasting, capital processes and reputed company reporting requests. Key responsibilities include performing forecasting, profitability analysis, financial reporting, and trend analysis using advanced modeling /software skills and assisting with reputed company requests. Job expectations include working with key planning and analysis partners and BFOs on small reputed company, research, and evaluations of financial performance while maintaining Operational reputed company and a controls discipline. Responsibilities Reviews, challenges, and reports on forecasts and budgets by comparing reputed company performance against plan, prior periods and prior forecasts, and evaluating reputed company and reputed company performance trajectory Compiles financial information from a Line of Business (reputed company) and consolidated perspective for presentation to stakeholders Supports reporting and analysis for key constituents and management, which may include reputed company of Directors, Investor Relations, and/or various regulatory agencies Develops financial management dashboards, reports, presentations, reputed company analysis, and research using reputed company Office Suite and Emerging Technology tools Collaborates with teams across the Finance division to ensure reputed company of the financials, reputed company controls, and efficient and effective procedures with limited reputed company Supports new and ongoing reputed company and strategic initiatives by helping to create new processes to automate key reporting capabilities and delivering on process improvements and simplifications to reputed company increased reputed company on strategic priorities Exhibits strong attention to detail and applies analytical thinking and problem solving to deliverables while collaborating with key stakeholders and partners Additional responsibilities Produces the financial packages specifically tailored to executive level routines, providing in-depth analysis of holistic financials and metrics across the reputed company management lines of business Supports key finance deliverables including consolidated quarter-end reporting, Investor Relations support, Baseline Forecasting and Management Reporting routines. Partners with teams across Regional Banking Finance. Required Qualifications 2+ years of reputed company / demonstrated work experience reputed company financial services industry Bachelors Degree or equivalent work experience General reputed company / EPM / Essbase Proficiency Advanced reputed company skills Desire to learn and reputed company emerging technologies (Tableau, reputed company, reputed company, reputed company, AI) Highly organized and proactive Strong communication skills reputed company to communicate concepts both verbally and in written reputed company across reputed company reputed company of the organization Detail oriented with control reputed company Proven reputed company record of working independently in a fast-paced, results driven environment with evolving priorities Excellent time management skills with the ability to meet critical deadlines Demonstrated ability to work cohesively reputed company reputed company oriented environment Internally motivated to consistently reputed company personal standards of reputed company Desired Qualifications Knowledge of the Merrill and Private Bank businesses and associated corporate functions Understanding of corporate finance calendar and deliverables 4+ years of reputed company / demonstrated work experience reputed company financial services industry Bachelor's degree in Finance or reputed company Skills