Senior Manager, FP&A, Global Wealth Management

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

The Senior Manager, Financial Planning & Analysis supports the strategic direction, leadership and oversight for finance matters for Global Wealth Management (GWM) finance business partners, ensuring business strategies, plans and initiatives are supported in compliance with governing regulations, internal policies and procedures.

Responsible for defining, managing, directing, delivering, planning and forecasting the overall financial processes, controls and reporting of data for Global Wealth Management.

As a key partner to the overall GWM Finance management team the Senior Manager, Financial Planning & Analysis is responsible for providing in-depth financial analysis to support the Wealth Management Profit Plan, Forecasts and Actuals for ongoing P&L and profitability reviews. This includes:

• Applying analytics to develop and enhance the financial intelligence capabilities of Wealth Management Finance around planning and forecasting, financial analysis, regulatory changes, financial methodology, and strategic planning.
• Leadership role as a lead and subject matter expert on executive reporting and expense management initiatives, including cross‑training business line finance teams to enhance the overall capabilities for Global Wealth Management Finance.
• Own and drive the reporting activities for GWM Finance (FP&A Activities).
• Lead the Global Wealth Management (GWM) consolidation process for Forecasting and annual Plan across multiple business groups within GWM, including execution of monthly and quarterly management reporting, Quarterly Bluebook, monthly forecast and annual profit plan binders.
• Lead coordinating the high level and detailed expense Forecast and Business Planning processes for each segment.
• Review business assumptions and assess for reasonability when comparing with forecasts and plan to ensure reasonable and appropriate.
• Drive analysis and insights on expense streams, including IT&S project costs (SIP), preparation and timely completion of monthly forecasts and month end results reporting/analysis.
• Drive analysis of monthly expense results, including analyzing functional activity and consulting with leaders and business partners, and preparing insightful commentary on results and variances.
• Preparation of various monthly reports and dashboard leveraging tools such as Power BI platform.
• Work collaboratively with other finance team members to ensure financial results are aligned with business strategy.
• Regular and ad hoc analysis of expense line items and categories, deep dive analysis and preparation of various reports to GWM business partners / teams.
• Maintain high level of accuracy and challenge variances.
• Support the Bank Strategy and GWM Strategy.
• Serve as the main point of contact to the GWM finance partners and Enterprise FP&A teams, providing business context, guidance and oversight.
• Manage and balance multiple business unit and senior leadership requirements to meet deadlines and goals in a fast‑paced, and sometimes ambiguous environment.
• Review monthly consolidated results and monthly / quarterly financial reporting package prepared by the finance teams including year to date results and variance analysis. Challenge where appropriate.
• Hold monthly review meetings with finance leaders and business leaders to review the financial information.
• Review allocations within GWM and also from the Bank’s corporate function team on an ongoing basis for appropriateness.
• Draft and own concise financial commentary on expenses; review the commentary with senior leaders in GWM Finance and business teams.
• Point out trends, risk and opportunities.
• Always be forward looking in discussions.
• Improve quality and timing of information reported.
• Provide leadership, coaching and direction to the team on day‑to‑day operations.
• Strategic Support and Stakeholder Engagement.
• Support the implementation of strategies such as expense transparency and oversight.
• Identify and capture opportunities based on analysis and deep understanding of the wealth business.
• Maintain strong internal controls and…