Financial Director II- CSBB Technology

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Provide targeted financial leadership for a specialized sub-segment.

1. Lead financial reporting and tactical execution aligned with operational goals.
2. Influence financial decisions across functions due to portfolio complexity.
3. Support strategic initiatives, investment cases, and performance evaluations.
4. Ensure compliance with financial policies and regulatory requirements.
5. Mentor analysts and contribute to team development.
6. Coordinate with cross-functional teams to support business initiatives.
7. Partner with other Finance colleagues to execute strategies across both Technology, Data, and Operations Finance as well as Wholesale Segment Finance.

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Accounting or Finance, or equivalent education and related training.
2. Ten years of relevant accounting or finance experience that includes complex financial analysis.
3. Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership.
4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
6. Strong analytical and problem-solving skills.
7. Sound and logical decision-making abilities.
8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
9. Familiarity with GAAP, with specific knowledge of GAAP related to supported LOBs. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience., 1. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
10. Master's degree of MBA
11. Specific financial services or specialized industry experience.
12. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
13. Experience with macros/VBA.