Overview

Job Family: Corporate Management & Infrastructure

Develops, analyzes, implements and oversees short-term and long-term strategic business processes and plans to increase operational efficiency, meet strategic vision and achieve financial goals. Develops, presents and implements business case recommendations and tactical/operational strategies based on analysis of global and industry trends, company objectives and key stakeholders. Manages, identifies and develops strategic partnerships with business functions, management, and other internal/external stakeholders. Identifies and analyzes the company’s strengths, weaknesses and business opportunities to advise management and optimize business strategies. Monitors industry trends, competitor actions, economic developments and regulatory environment to identify and plan for expected impact on business operations. Ensures the correct functioning of facilities, office and business support services. Compiles, documents, communicates and verifies information according to established procedures. Conducts business continuity planning in order to assure that essential company functions can operate during and following major disruptive events.

Job Function: Business Management

Develops the company’s long range strategic plans and identifies organization strengths, weaknesses and business opportunities. Plans, develops, administers and reviews the company or division strategy. Oversees the implementation of organization directives and policies and analyzes the company’s economic, regulatory, market and competitive environment by conducting internal technical and financial analyses. Responsible for the strategic planning process which includes analysis of business performance vs. peers, gathering and understanding industry-specific trends and tracking peer company’s performance (financial and competitive). Supports the executive leadership team on any strategic matters and interacts with other lines of business and corporate divisions to develop a deep understanding of critical issues and manage high priority strategic initiatives.

Summary of Responsibilities:

The Sr. Associate, Business Management conducts unprecedented or complex analyses and reporting in support of general business operations, special projects/initiatives and/or strategic/operational planning activities.The incumbent consults with management and business partners on matters of significance regarding strategic approaches, effectiveness of support functions, and business performance improvement opportunities. S/he is often assigned as a project lead on business unit initiatives of strategic importance.

Essential Functions:

  • Defines and develops analytical approaches to unprecedented and complex issues.
  • Determines where measurement gaps exist and devises new metrics or reports to fill those gaps.
  • Reviews operational data/metrics, analyzes and synthesizes the data, then compiles into reports or presentations.
  • Navigates the entire firm in order to effectively complete tasks.
  • Develops consultative partnerships with internal teams and leaders to understand their strategic objectives, key performance indicators and reporting requirements.
  • Communicates with internal teams and leaders to stay abreast of organization and function operations and is familiar with company practices relevant to metrics, performance indicators, reporting protocols, etc.
  • Leads special projects/initiatives that are of strategic importance for the function or business unit.
  • Acts as technical leader for any ad-hoc reporting or project needs in the function or business unit.
  • Collaborates with and supports senior leaders and their teams to ensure analytical and reporting needs are aligned, and supports business and operating results.
  • Provides guidance to less experienced staff.
  • Leads projects including assigning work and monitoring quality and completion.
  • Contributes to the achievement of function or business unit objectives.
  • Supports data-driven decision-making by team, functional or business unit leaders.

Other Functions:

  • Other duties as assigned.

Requirements:

  • Education –
    • Bachelor’s Degree: in Finance, Accounting, Business Administration or equivalent field.
    • or equivalent work experience
  • Experience –
    • 9-12 years Relevant business planning, project and financial experience.
    • 9-12 years Experience working with complaint standards to include monitoring and evaluating.
    • 9-12 years Experience working with Analytics and providing process recommendations.
  • Skills & Abilities –
    • Advanced knowledge in a wide variety of systems coordination, process/product review initiatives and the development of management information requirements for related business functions
    • Ability to consult, build, and maintain solid working relationships in and outside of immediate department
    • Ability to determine and report priorities/metrics to senior management
    • Ability to manage multiple small to medium sized projects simultaneously
    • Ability to research, analyze, document, and present organizational metrics that drive business decisions
    • Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members
    • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
    • Excellent verbal, written, and interpersonal communication skills
    • Knowledge and understanding of banking industry: products, services, operational policies, and procedures
    • Knowledge and understanding of risk management
    • Strong attention to detail and accuracy skills

Competencies:

  • Collaboration – Relationship Management:
    • Advanced – Leading and Guiding
      • Improves relationships between key individuals to achieve seamless cross-team work flow and positively impact results
      • Uses informal networks to gain support for ideas and projects
      •  

  • Execution – Initiative:
    • Advanced – Leading and Guiding
      • Personally follows-up with others to check on progress, uncover problems, and identify areas where assistance is necessary
      • Takes initiative to act on new information and preemptively develops options and plans of actions
      •  

  • Execution – Accountability:
    • Advanced – Leading and Guiding
      • Fully accountable for timeliness, completeness, quality of projects, processes, products and services
      • Remains calm and focused on goals while facing pressures, obstacles or short-term setbacks
      •  

  • Influence – Awareness:
    • Advanced – Leading and Guiding
      • Uses a combination of logic, personal passion, conviction and interpersonal skills to influence others
      • Enlists commitment by involving others at early, and all stages
      •  

  • Change Orientation – Support for Change:
    • Advanced – Leading and Guiding
      • Recognizes potential and multiple impacts of change and acts as a coach to help people understand and prepare for change
      • Takes proactive action to maintain relationships that are impacted by change
      •  

  • Problem Solving – Problem Identification:
    • Advanced – Leading and Guiding
      • Reformulates the problem in different ways to evaluate it from different angles
      •  

  • Problem Solving – Solution Definition:
    • Advanced – Leading and Guiding
      • Persists in searching out the root causes of major problems rather than being satisfied with partial solutions or “quick fixes”
      • Brings new thinking, insights or technology to problem resolution
      •  

  • Risk Business Acumen – Financial Command:
    • Advanced – Leading and Guiding
      • Considers multiple business and financial factors when weighing the merits of alternative risk strategies
      • Has extensive experience in interpreting and analyzing a variety of financial data to diagnose significant or unusual operational risks
      •  

Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

  • This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.