Services FP&A Lead

Services FP&A Lead

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Job Overview

The Services FP&A Head reports directly to the Global Head of FP&A, leading the delivery of strategic financial insights and analytics to internal and external stakeholders, including the Board, members of the Executive Management Team (EMT), and regulators. This executive-level role is a key member of the FP&A and Services CFO leadership teams and central to driving informed decision-making through a set of actuals and forward-looking processes. The ideal candidate is a proactive leader who takes pride in owning and driving end-to-end transformation, delivery of high-quality strategic content, and thrives in an environment of continuous improvement leading high-achieving teams. They are committed to transform FP&A into a strategic, insightful partner, balancing the following:

• Decision Effectiveness: Empower stakeholder decisions with actionable insights delivered through a scalable, robust, analytical platform.
• Process Efficiency: Streamline, automate and integrate firmwide planning and reporting, led by a high-performing team.
• Stakeholder Experience: Foster a collaborative and solution-oriented mindset to drive exceptional results.

Key Responsibilities

• Thought Leadership and Strategic Business Partnering: Serve as the primary point of contact for Services CFO teams, fostering strong relationships and ensuring seamless communication and collaboration across the FP&A organization. Partner with Services CFOs to provide thought leadership and strategic financial guidance to key stakeholders and business partners.
• Segment Finance Talent Development: Cultivate, inspire, and develop finance talent, serving as an incubator for future leaders. Lead and motivate the Services FP&A team with a focus on building skills capabilities, raising engagement and supporting the team through change.
• End-to-End Financial Planning: Own and/or be a thought-leader in the complete production cycle for reporting, variance analysis, business forecasts, and relevant governance requirements and processes (e.g., Operating Plan, Quarterly Multi-year Multi-scenario Forecast (QMMF), CCAR, Outlooks, Weekly Financial Update (WFU), Actuals, Earnings). Lead and collaborate with other FP&A divisions to ensure accuracy, timeliness, and alignment with CFO / LFO inputs.
• Finance Transformation Leadership: Partner with the FP&A Transformation Leads to co-own and drive the execution of the Transformation Program. Lead the successful implementation of relevant aspects of the Finance Transformation that pertain to their functional discipline, ensuring the realization of full benefits.
• Advanced Analytics and Reporting: Design and deliver detailed analytics and dashboards that provide deeper insights and facilitate informed reviews that drive outcomes. Collaborate with other Finance and Risk functions to identify, create and drive adoption of user-friendly, accurate, and relevant tools for stakeholders.
• Risk and Control Enhancement: Lead and collaborate with the FP&A Risk & Control Lead and Finance CAO to facilitate the execution of the Risk & Control agenda, enhancing the operational effectiveness of Finance within their area of responsibility and across FP&A. Maintain a strong control environment to safeguard assets and protect the function's and company's reputation.

Qualifications

• 15+ years progressive FP&A experience in large, complex financial institutions
• Bachelor's degree in Finance, Accounting, Economics, or related quantitative field required; Master's (e.g., MBA, MS Finance) and/or professional certifications (CPA, CFA) preferred.

• Leadership & relationship building: Demonstrated deep financial and commercial understanding of Segment business drivers. Proven success in strategic partnership and communication at an executive level. Proven ability to influence, build strong relationships and foster collaboration across functions at various organizational levels. Superior verbal and written communication skills, with the ability to translate complex financial concepts into clear, concise, and compelling narratives for executive audiences.

• Talent Development: Strong leadership presence with the ability to inspire, motivate, and manage diverse teams. Experience in talent management, succession planning, and building high-performing finance teams.

• Transformation & Process Improvement: Proven experience leading or significantly contributing to finance transformation initiatives, process automation, and system implementations. Proactive and innovative problem-solver, capable of navigating complex challenges and driving effective solutions.

• Strategic & Analytical Acumen: Exceptional ability to synthesize complex financial data into actionable insights, identify trends, and develop strategic recommendations. Advanced proficiency in financial modeling, forecasting techniques, and analytical tools. Proficiency with advanced FP&A systems, business intelligence tools, and data visualization platforms.

• Risk & Control Orientation: Solid understanding of financial controls, risk management principles, and regulatory requirements. Experience in leading and adapting to organizational change, with a focus on continuous improvement and efficiency.