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Job description
Job Information
Job Identification:
Job Category: Financial Analysis
Business Unit: Commercial & Investment Bank
Posting Date: 08/31/2026, 09:31 AM
Locations
8181 Communications Pkwy Ste C, Plano, TX, 75024, US
10 S Dearborn St, Chicago, IL, 60603, US
Job Schedule: Full time
Job Shift: Day
Base Pay/Salary:
Chicago,IL $114,000.00-$175,000.00
New York,NY $128,250.00-$190,000.00
Job Description
As a Vice President in the Financial Planning and Analysis (FP&A) team for Expense and Headcount within FP&A, you will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.
Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.
You will be responsible for one of our key financial measures such as expenses, headcount, and profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making. You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business CFOs and peers across Finance & Business Management and the business.
Job Responsibilities
Financial budgeting, reporting, forecasting and analysis pertaining to direct expenses, indirect expenses and headcount
Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
Creating financial business cases supporting business initiatives
Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
Oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
Performing variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets
Helping design new reports and dashboards to efficiently deliver the financial results to senior management
Enhancing controls and streamlining processes, introducing automation where possible
Required Qualifications, Capabilities, and Skills
Bachelor’s degree in Accounting, Finance or a subject of a technical nature
8+ years of work experience in Financial Services, and/or accounting/controller background
Advanced skills in Excel, PowerPoint, Alteryx, and Python
Strong functional knowledge & experience of AI tools
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills with the ability to articulate complex issues clearly
Strong storytelling and presentation building skills with an ability to craft and deliver executive level presentations
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Integrity in handling highly sensitive and confidential information
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.