As a Business Finance Manager (BFM) you are an integral part of our efforts to strategically support business partners, create growth and efficiencies, maintain financial reporting and proactively manage risk. You will be providing information, analysis and recommendations to improve results and make decisions with the teams.

As a Business Finance Manager, based in Plano, TX, with responsibility to broadly support the regional agenda and local markets, you will work closely with the local team as well as the regional and local market teams across the Americas US Private Bank. You will provide business management oversight including financial, information, and sales management. This role involves frequent interaction with management (Market Managers) and front office advisors (Bankers, Investors, etc.) in a fast-paced team environment, as well as accountability for broader regional projects and will serve mainly within four main channels, Strategic Planning, Finance Management, Sales Management, and Project Management.

Job responsibilities:

• Partner with regional Chief Finance Officers and Market Manager(s) to develop strategic market plans and Develop and present strategic insights about the markets
• Align with market goals and objectives to priorities and initiatives and act as a thought partner to Market Mangers on key business decision
• Conduct analyses from financials to understand business goals to identify opportunities to improve business results and participate in the month-end close process with the broader WM finance team and research and resolve data issues
• Partner with regional Chief Finance Officers to prepare for business reviews with senior management and run disciplined expense management and markets
• Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards
• Work with Market Managers to assess talent, using data analytics and metrics and develop and maintain robust sales management processes for Market Manager and run ongoing enhancements and modifications to internal sales management processes

Required qualifications, capabilities, and skills:

• Bachelor’s degree in Business Administration, with preferred Finance/Accounting, Engineering
• 6+ years of relevant experience
• Intermediate to advanced level ability expected in MS Office (Excel, Alteryx, Access, PowerPoint, Pivot Tables, Nesting formulas) and exceptional analytical skills with ability to synthesize data to make acute business decisions, attention to detail is a must with continuous focus on design excellence
• Proven experience delivering timely, high quality presentations and/or reporting for various projects with competing priorities and demonstrated ability in dealing with different stakeholder groups and driving the agenda/plan/change management
• Capable of exercising leadership; willing to make challenging decisions and high energy, proactive, strategic thinker with excellent ability to solve issues and conflicts
• Excellent written and oral communication, strong time management and prioritization skill and able to work in a dual matrix reporting environment and ability to partner with multiple stakeholders
• Willingness to travel (limited)