Omni Channel and Client Centric Strategic Finance Officer

Suntrust   •  

Atlanta, GA

Industry: Accounting, Finance & Insurance


11 - 15 years

Posted 163 days ago

This job is no longer available.

Job Description

The Consumer Omni Channel SFO is responsible for all aspects of Omni Channel financial forecasting, planning, and financial analysis.  This finance manager interfaces with Omni Channel and Client Centric Executive, as well as channel leaders and channel teams below.

Responsibilities will include and are not limited to the following:

  • Owns all aspects of financial forecast for Omni Channel and Client Centric organization, including headcount and operating budget planning for channel teams, forward-looking network planning activities such as branch closures, openings, and renovations, as well as the outlook for digital services like Bill Pay, Zelle, TransferNow and FundNow
  • Supports the annual strategic planning and investment planning processes through financial reporting as well as business case development to understand investment tradeoffs
  • Manages Remote ATM, Contact Center Sales, Contact Center Servicing, and Digital Channel cost pools, working each year to recalibrate and refine methodologies and approaches to meet the needs of the business
  • Develops business cases for strategic investments in the branch and ATM networks as well as new capabilities and processes for Contact Center and Digital
  • Oversees financial hierarchy for Omni and Client Centric departments, ensuring that cost center and reporting node structure aligns to the evolving needs of the business
  • Generates analysis for various partner needs (e.g. future branch closures), leveraging partner data, and collaborates with other members of Finance team to ensure appropriate forecast is loaded
  • Serves as sounding board and adviser to Omni Channel and Client Centric executive
  • Partners with Corporate Marketing to identify, plan, and ensure the appropriate realization tracking for Corporate Marketing investment in Omni and Client Centric
  • Operates as key partner with Data and Analytics organization to help deliver optimal ways to measure performance across Omni Channel and Client Centric organization
  • Coordinates with channels to set channel sales for Contact Center and Digital Channels, as part of the annual financial planning and sales goal setting processes 
  • Leverages existing channel data infrastructure to create robust analysis to inform business strategy and decision making


  • BS/BA required; MBA preferred
  • Demonstrates an ability to work with executive leaders, partner organizations, and key support partners to drive real change and process improvements
  • 10 + years experience in financial services industry or related experiences
  • 8+ years experience managing people in a direct reporting structure and strength in managing cross-functional matrixed teams
  • Strong networking skills and ability to build highly collaborative relationships at the executive level
  • Ability to tell cohesive story from various dimensions of financials
  • Make business decisions based on analysis and recommendations
  • Ability to effectively negotiate and arrive at successful solutions with key stakeholder groups