Job Summary

As an Associate in the Risk Management & Compliance Planning & Analysis Team, you will support a dynamic function that blends automation and technology development with planning and analysis responsibilities. You will design, automate, and maintain reporting and analytics solutions, delivering high-quality Executive Management Reports and dashboards used by senior leaders across Risk Management and Compliance. You will also drive forecasting, budgeting, and variance analysis to support Consumer & Community Banking Risk and Asset & Wealth Management Risk.

Job Responsibilities

Planning & Analysis

• Analyze performance and forecasts for direct and indirect expenses for Risk, including expense and headcount variance explanations, trend analysis, and monthly forecast updates.

• Assist with annual financial planning processes, including run rate analysis, expense savings opportunities, and allocation methodology.

• Complete monthly financial close activities, including management reporting adjustments, forecast/outlook, and General Ledger review and investigations.

• Maintain cost center hierarchy compliance with legal entity requirements and reporting expectations and track hierarchy changes and headcount movements.

• Partner with business leads to understand risks and opportunities, trends, future impacts and provide actionable conclusions.

Automation & Technology Development

• Build, automate, and maintain scalable reporting solutions and data workflows usingSQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL.

• Improve process efficiency through standardization, controls, documentation, and simplification of recurring deliverables.

• Maintain and enhance data pipelines, logic layers, and reporting datasets to improve accuracy, timeliness, and auditability.

Executive Reporting & Analytics

• Produce and enhanceExecutive Management Reports (EMRs), including KPI reporting, commentary, variance drivers, and executive-ready presentation materials.

• Develop and maintaindashboards(including headcount dashboards and non-compensation expense dashboards) and ensure consistent definitions and metrics.

• Deliverweekly/monthly headcount reportingand supporthierarchy maintenance(org structures, reporting lines, cost center/management hierarchies) to enable accurate rollups and insights.

Required qualifications, capabilities and skills

• Minimum 3 years of related experience.

• Demonstrate advanced analytical, critical thinking, and problem-solving skills with the ability to think strategically, challenge the status quo, and drive continuous improvement.

• Strong hands-on experience with SQL (querying, data validation, reconciliation, and performance-aware design).

• Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance.

• Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook) and familiarity with Hyperion/Essbase and SAP.

• Create clear, executive-ready deliverables with strong data storytelling.

• Communicate effectively and operate confidently with senior stakeholders and finance partners.

• Maintain high attention to detail, exercise sound judgment, and handle confidential information appropriately.

• Self-motivated with the ability to thrive in a demanding environment, manage competing priorities, and consistently meet deadlines.

Preferred qualifications, capabilities and skills

• Working proficiency in Python for automation, analytics, and repeatable data processing.

• Experience using Databricks for data preparation/analysis and building scalable datasets.

• Experience with Anaplan/Anaplan XL (reporting outputs, model interaction, and planning/reporting workflows); knowledge of Atoti a plus.