Description
The Senior Financial Analyst on the Commercial Banking Financial Planning & Analysis (FP&A) Central Team supports segment-level financial planning, forecasting, reporting, performance management, and strategic decision support for the Commercial Banking Segment. This colleague partners closely with leaders and stakeholders across the Matrixed FP&A and Commercial Banking FP&A Team, including supporting the revenue generating segments of Middle Market, Commercial Real Estate, Asset Finance, Corporate Specialty & Government Banking, and Capital Markets. The role helps ensure Commercial Banking’s strategic financial outlook is accurate, consistent, and actionable by developing analysis, reporting, commentary, and executive-ready materials that support the storytelling of profitable growth, disciplined expense management, disciplined capital allocation, liquidity optimization, and driving efficient execution of Commercial Banking Support Functions.
Job Responsibilities
- Support the monthly forecast, annual budget, and long-range planning processes for the Commercial Banking segment, including consolidation of inputs across subsegments and preparation of materials that explain key changes to the financial outlook.
- Prepare recurring and ad hoc financial reporting across key Commercial Banking metrics, including earning assets, deposits, spread revenue (inclusive of funds transfer pricing), fee revenue, noninterest expense, and performance indicators, including return on capital.
- Support the Commercial Banking Financial Performance Review process by preparing executive-ready materials, coordinating inputs across FP&A partners, developing concise commentary, and identifying key results, risks, opportunities, and follow-up actions.
- Produce and enhance management reporting, including Segment and Sub-Segment CFO updates, daily and weekly management reporting, monthly business review materials, performance dashboards, and presentations for senior Commercial Banking and Finance leadership.
- Analyze actual results versus forecast, budget, prior periods, and strategic targets; research drivers of variance; coordinate with Corporate Accounting and Corporate Treasury partners as needed; and prepare clear commentary that translates financial performance into business insight.
- Support the development, evaluation, governance, and tracking of Commercial Banking business cases and strategic investme