The Commercial & Investment Bank Central Planning & Analytics team is seeking a high-impact Financial Reporting Systems Lead with deep technical capability and an advanced finance/MIS domain foundation to modernize management reporting and insights. 

As a Financial Reporting Systems Lead – Executive Director in the Commercial & Investment Bank Central Planning & Analytics team, you will lead the transformation of MIS capabilities across Finance, with an emphasis on automation, data engineering, advanced analytics, and AI-enabled reporting, while partnering closely with Planning & Analysis (P&A), and Product Controllers. You will utilize your exceptional communication skills to influence and present to very senior stakeholders and forward outcomes across cross-functional teams.

Job responsibilities

• Own the MIS strategy and roadmap for Finance reporting, KPIs, dashboards, and executive insights; define standards for metrics, controls, and governance.
• Lead transformation initiatives to simplify, standardize, and automate MIS processes (e.g., close/reporting acceleration, improved data lineage, reduced manual touchpoints).
• Build and enhance scalable reporting solutions using modern data and analytics approaches (e.g., data pipelines, semantic layers, self-service BI).
• Apply AI/GenAI thoughtfully to improve productivity and insight generation (e.g., narrative commentary generation, anomaly detection, variance drivers, automated controls/QA checks), ensuring appropriate risk management and explainability.
• Partner with P&A, and Product Controllers to deliver accurate, timely performance and risk insights; translate financial concepts into actionable business narratives.
• Forward stakeholder engagement and communication: present clearly to senior leadership, synthesize complex topics, and steer decisions with crisp recommendations.
• Establish foundational controls and data quality practices, including reconciliations, auditability, and robust documentation for key metrics and reporting processes.
• Lead and mentor a team (or virtual team) of analysts, developers, and data/BI resources; manage delivery, prioritization, and stakeholder expectations.

Required qualifications, capabilities and skills

• Advanced finance acumen with experience delivering MIS for P&A, and/or Product Control/Controllers.
• Advanced understanding of financial performance drivers, variance analysis, forecasting, and key financial statements/metrics. Demonstrated ability to implement controls, governance, and audit-ready reporting processes.
• Proven track record leading data/reporting transformation programs (process simplification, automation, platform modernization).
• Data pipelines/ETL concepts and tooling. BI/reporting development (dashboards, semantic layers, KPI design). Data querying & analysis (e.g., SQL).  Automation and workflow optimization (e.g., scripting, orchestration concepts).
• Advanced understanding of data quality, metadata, lineage, and operating model best practices.
• Practical experience applying AI/ML or GenAI (LLM, Geni) to reporting, forecasting, operational efficiency, or insight generation.
• Ability to evaluate use cases, define success metrics, manage model risk considerations, and implement responsibly.
• Exceptional written and verbal communication skills; ability to present to very senior managers with clarity and confidence.
• Advanced stakeholder management and influencing skills; able to navigate competing priorities and promote alignment.
  

Preferred qualifications, capabilities and skills

• Experience operating in a large, complex financial institution or similarly regulated environment.
• Experience with enterprise-scale data platforms and modern BI ecosystems (tool-agnostic; specifics can be tailored).
• Experience defining operating models for reporting (RACI, SLAs, controls, documentation, and governance forums).