Business Planning & Analysis

Jacksonville, FL
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Our client, a leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries. They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.


The Business Planning & Analysis (BP&A) Lead is responsible for the overall administrative and business financial activities of a business. These tasks may include managing external audits, business continuity activities or addressing regulatory issues. The BP&A Lead will coordinate and manage activities such as the tracking of business financials, employee headcount and other administrative needs as necessary. May manage ad hoc projects as requested.


• Complete financial deliverables including monthly forecasts, the annual investment process, client reporting and ad hoc requests

• Financial analytics capabilities with strong organizational skills - ability to understand big picture and get into the intricate details

• Demonstrated ability to synthesize information, prioritize business goals and drive results with a high sense of urgency

• Strong knowledge of Excel and process management skills

• Offer counsel, guidance and training on financials, business case analysis, expense and productivity management processes to the organization

• Build strong relationships and liaison with senior leaders, financial partners, business, technology, and operations in support of the businesses financial processes

• Manage and maintain business analytics to include reporting, process development and improvement, financial and productivity scorecards.

• Operate independently and own analysis that will result in opportunities or improvements in financial management, budget tracking, month end flash and business case analysis.

• Prepare and present analysis and recommendations to senior leadership

• Drive productivity/ cost savings initiatives in partnership with the senior management team

• Identify and develop business content for deployment, to enhance brand awareness with stakeholders and clients

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Banking, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


• 3 years of experience in a financial services industry or FP&A/BP&A role

• Communications or marketing experience preferred

• Demonstrated working knowledge of financial services industry

• Consistently demonstrates clear and concise written and verbal communication skills


• Bachelor's Degree/University degree or equivalent experience

Qualification Rating

Must Have

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