Global Private BankTechnology Finance & Business Management- Associate

In this role, you partner with senior leaders to steer investments, planning, and delivery for Global Private Bank Technology. You will lead financial planning, build business cases, and provide decision-ready reporting to executives. The role emphasizes cross-functional collaboration with technology, product, design, finance, and HR to enable fast, disciplined execution. You'll tackle complex problems with data-driven insights and drive operational excellence at scale. This is a chance to shape strategy and transformation within a global finance technology context.

• competitive total rewards package
• health care coverage
• retirement savings plan
• tuition reimbursement
• mental health support
• financial coaching and more

• Partner with technology, product, and design leadership to define and execute strategic initiatives
• Own development and review of business cases ensuring they are data-driven and aligned to priorities
• Lead financial planning and forecasting with timely, accurate insights
• Monitor and optimize expenses across headcount, infrastructure, vendors, and non-labor costs
• Build and maintain headcount forecasting models with current assumptions
• Conduct deep-dive reviews on headcount, infrastructure, vendor strategy, and location strategy
• Coordinate with HR and Finance to validate data and refine models
• Design executive-ready reporting (dashboards, packs, narratives) for fast decision-making
• Improve reporting processes, close gaps, strengthen controls, and increase automation
• Lead ad hoc projects and transformation initiatives to drive execution and excellence
• Apply AI-enabled productivity and analytics tools to automate routine analysis while managing data sensitivity

• Bachelor's degree in Finance, Engineering, Economics, or related field
• 5+ years in business management, financial planning, or similar role
• Experience building forecasting models and management reporting
• Strong analytical judgment with ability to translate data into insights
• Experience managing budgets and driving cost optimization
• Proven ability to influence in a matrixed environment and manage senior stakeholders
• Excellent communication and interpersonal skills with executives and cross-functional partners
• Continuous-improvement mindset and ability to operate at pace with shifting priorities
• Willingness to travel as needed

• influence and negotiation in a matrixed environment
• clear and concise communication with executives
• cross-functional collaboration
• forecasting models
• management reporting
• data analysis and interpretation