Vice President - Financial Planning & Analysis - Controls & Governance

Roles and Responsibilities:

- Responsible for execution and transformation spanning strategic planning and performance management processes.

- Responsible for driving global standards and governance, designing efficient and impactful processes, and development of enabling technology and data infrastructure to support Finance and Business partners globally.

- Responsible for implementing a defined, integrated, agile, well-controlled, and governed end-to-end integrated forecasting approach that drives effective decision making, informs effective management of the firm's resources, supports our firm wide culture and strategic priorities, and is fully integrated with strategic risk appetite, risk processes, and capital planning.

- Focus on building core forecasting processes to enable central decision making and advancing the existing forecasting capabilities through automation, improved governance and enhanced controls.

- Focused on all scenarios across the stress continuum, ranging from business as usual business planning to stress environments, including CCAR/DFAST, Recovery and Resolution, and Business Planning.

- Contribute to the definition and documentation governance and control requirements for target state global forecasting processes, including drafting policies and procedures.

- Contribute to the design and implementation of an integrated policy structure for Planning, spanning strategic, business, and capital planning.

- Structure and conduct workshops with senior stakeholders across Finance to agree on interim and end state governance and control requirements to achieve Planning transformation program - objectives and related regulatory remediation efforts.

- Partner with other Planning transformation workstreams (Process Design, Controls, Organization, Infrastructure) to coordinate efforts and program milestones.

- Project management of commitments to global Planning-Governance transformation efforts and strong governance / tracking of project execution partnering with key stakeholders.

- Build partnership with global/regional FP&A, Capital, Treasury, Risk, Strategy, Productivity and business stakeholders for their participation and agreement to adopt identified governance changes.

Requirements:

- 10+ years of relevant experience

- Knowledge and experience with financial forecasting processes for a regulated financial services firm, through one or more lens of FP&A, CCAR, Treasury, Capital management, Risk Management or other related discipline

- Knowledge and experience with documentation, governance, risk management and control requirements and best practices for financial forecasting processes