Investment Banking Associate executing public equity offerings and mergers & acquisitions at Baird. Collaborating with senior bankers and clients to drive financial advisory services across sectors.
HB
Hybrid Director of Enterprise Investment Analysis and Reporting
Posted 6 hours ago
About the role
- Director of Enterprise Investment Analysis and Reporting leading financial strategy and reporting frameworks. Engaging with key colleagues to enhance corporate investment analysis and decision-making processes.
Responsibilities
- Responsible for enhancing & maintaining the Enterprise Investments framework
- Analysis, prioritization, and reporting on technology development, marketing, strategic personnel additions, and branch/franchise investments
- Drive the framework, analysis, reporting, decision making for (expense & capital) investment across the corporation to align with and recommend change to longer-term strategic priorities
- Provide Sr. Leadership, segment CFOs and administrative groups with investment prioritization framework in an understandable & actionable format
- Implement improvements to enhance the efficiency of financial processes and create solutions for data needs in a changing reporting environment
Requirements
- Bachelor's degree in business, Finance, Accounting, Economics, Math, or Engineering
- 12 or more years of finance or risk management experience
- MBA in Finance or Accounting preferred
- CPA, CFA, or other relevant certification preferred
- Strong analytical skills with the ability to translate complex data into actionable insights
- Strong proficiency in financial modeling, data analysis, and MS Excel
- Proven ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment
- Strong communication and presentation skills, with the ability to effectively communicate financial information to stakeholders at all levels
- Proven leadership and management experience, with the ability to mentor and develop team members.
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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