Business Analyst Leader/Director

3 months ago
Job ID
Business Analyst
Position Type
Contract (Full-Time)
# of Openings


Reporting to the Head of Management Reporting for the Americas in the Financial Planning & Analysis (FP&A) group, the Process Improvement Lead role will support the continuous improvement initiatives of the FP&A organization. The role will support the intake, review, maintenance, and prioritization of system and process enhancement requests that span across the Controllers, Treasury, FP&A, and Finance Operations IT, etc. functions.


• Plan and lead the execution of complex, cross-functional initiatives; support development of the process improvement roadmap, provide oversight on all activities related to enhancements, and communicate progress
• Document business and process improvement methodologies and toolsets for FP&A supporting business partner’s needs to reduce risk and expense, optimize processes and increase profitability
• Document and monitor business processes, business rules, metrics and standard operating procedures as a result of improvement initiatives
• Maintain the ongoing intake and prioritization of the financial reporting enhancement requests
• Identify process improvement opportunities and lessons learned to increase the effectiveness and efficiency of the FP&A organization
• Promote and develop a continuous improvement culture across the business
• Partner and collaborate cross-functionally to drive process improvement initiatives and reporting with various business lines including; Controllers, Treasury, FinOps, Regional Bank,    Transaction Banking, Finance, Operations, Risk, Integrated Services and the Enterprise PMO
• Provide financial management reporting process improvement feedback to business partners in FMA
• Build the team’s credibility by engaging effectively with business partners and providing hands-on direction to finance business partners
• Establish and maintain proper documentation standards and governance requirements across FP&A
• Implement smooth, speedy and efficient workflows


• 7+ years of experience as a process improvement manager or comparable experience
• Six Sigma/Lean certification obtained; black belt preferred
• This position typically requires a degree from a four-year college (e.g., B.A., B.S.); advanced degree or MBA is strongly preferred
• Experience with leading process improvement efforts to reduce cost, increase revenue, or reduce risk
• Strong verbal/written communication and presentation skills
• Strong analytical and financial skills (aptitude for financial data reporting)
• Strong ability to develop and implement KPIs
• Ability to communicate complex issues and ideas with absolute precision and clarity
• Ability to partner and work with other leaders across the bank to achieve business objectives
• Ability to make decisions independently
• Expert in using MS Office ® products
• Strong work ethic, ability to make decisions, and work under tight deadlines
• Must be a creative problem-solver and a creative problem anticipator who is able to anticipate complex issues and problems and takes proactive steps to prevent them from happening

Additional Qualifications:
• Banking industry experience and strong knowledge of banking organization, products, operations and technology a plus
• MBA, CPA, and/or CFA a plus
• Big 4 or top tier management consulting experience a plus



Must have strong process improvement, presentation, and creative skills for problem solving, self starter. Experience creating newsletters, directing all hands calls, powerpoint updates, business transformation


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