Role details

This position is now filled

Financial Performance Associate Director

Jersey City   •   USD120,000 - USD140,000   •  Permanent

Bullet points

  • Leading world wide Financial Services Company
  • Globally recognized bank

About Our Client

My client, located in Jersey City, is a leading financial services company that provides both commercial and personal banking in addition to wealth management on a global scale.

Job Description

  • Provides U.S. platform analysis and insight across Capital Markets, Wealth Management and both Retail and Commercial Banking
  • Responsible for cross-platform regional planning and forecasting and partners with existing platform Finance teams in order to develop an integrated U.S. business and entity view
  • Leads initiatives that drives efficiencies across the legal entity of forecasting and budgeting process, including integration of Key Performance Indicators, Cost allocations, IFRS to US GAAP reporting views, & Basel III Capital Adequacy Metrics.
  • Partner with the PPNR, Corporate Treasury, and Capital Planning teams to provide monthly, quarterly, and 5 year baseline forecasts for purposes of deriving capital metrics and stress testing
  • Performs Regional Balance sheet analyses, projections, and other what-if scenarios reflecting regulatory impacts on capital and liquidity across existing and new products
  • Builds ad-hoc models in partnership with the Treasury and CCAR teams



The Successful Applicant

Previous experience required:

  • Financial Statements knowledge and comprehension
  • Financial Planning & Analysis
  • Both revenue and expense recognition
  • Understanding of balance sheet impact and reporting
  • Proficient computer skills in organization and manipulation of large amounts of data
  • Basel III exposure
  • Excellent written and verbal communication
  • Minimum seven years of experience is preferred

What's on Offer

My client is offering a competitive base salary and bonus with room to grow.