Financial Analyst

Job Description

Financial Analyst 3 – CIB Operations

Location: Charlotte, NC – 550 S Tryon Street

Duration: 6 Months (Potential Extension / Conversion)

Position Overview:

The CIB Operations organization is seeking a highly organized, analytical, and detail-oriented Financial Analyst 3 to support the COO team for the Head of CIB Operations. This individual will work as an extension of the COO organization, partnering closely with Finance, business leaders, and internal stakeholders to support financial management, expense allocation, organizational data governance, and business operations initiatives.

This role will have a strong focus on coordinating and understanding financial information across the organization, including budgeting, expense allocations, cost management, and financial reporting. The individual will partner with Finance and business leadership to help explain and validate expense allocations, maintain financial data integrity, and identify opportunities for improved cost transparency and expense management.

Additionally, this individual will support organizational structure maintenance, team alignment activities, and recurring data governance processes to ensure organizational information and management reporting remain accurate and aligned with business changes.

The ideal candidate has previous experience in financial analysis, budgeting, accounting, or expense management, is highly proficient in Excel, and can independently navigate complex financial and organizational data while communicating effectively with business partners and leadership.

Key Responsibilities:

Financial Management & Expense Allocation

• Coordinate and manage financial activities in partnership with the COO team, Finance partners, and business leadership.
• Support budgeting, financial planning, expense management, and cost allocation activities across CIB Operations.
• Review and analyze expense allocations, including technology systems, licensing fees, personnel expenses, and other operational costs.
• Partner with Finance to understand, validate, and explain how expenses are allocated across business functions.
• Help business leaders understand financial impacts, expense trends, and opportunities for cost optimization and savings.
• Analyze financial data, identify discrepancies, and support accurate financial reporting and allocation methodologies.
• Prepare and maintain financial reports, spreadsheets, and supporting materials for leadership review.

Data Integrity & Organizational Governance:

• Maintain data integrity and support recurring data maintenance, validation, and governance routines.
• Support AU structure maintenance, ensuring organizational structures remain accurate and aligned with team, reporting, and business changes.
• Coordinate team alignment activities and ensure organizational changes are accurately reflected across management information and related processes.
• Review and reconcile organizational and financial data to identify inconsistencies and ensure accuracy across reporting structures.
• Partner with internal stakeholders to coordinate updates, resolve data discrepancies, and maintain accurate organizational records.

COO Business & Operational Support:

• Serve as an extension of the COO team, providing analytical and operational support across a variety of business management initiatives.
• Partner with Finance and business leaders to gather information, communicate updates, and coordinate financial and organizational activities.
• Navigate competing priorities and evolving business needs while maintaining strong attention to detail and follow-through.
• Support additional projects and initiatives as needed within the CIB Operations COO organization.

Required Qualifications:

• Previous experience in financial analysis, budgeting, accounting, expense management, or financial operations.
• Strong proficiency in Microsoft Excel, including the ability to navigate, organize, manipulate, and analyze large datasets.
• Experience working with financial data, expense reporting, budgeting processes, or cost allocations.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Ability to maintain data accuracy and integrity across multiple reporting structures and systems.
• Strong communication skills and the ability to partner effectively with Finance, business stakeholders, and leadership.
• Ability to work independently, manage multiple priorities, and operate effectively in a fast-paced environment.

Preferred Qualifications:

• Previous experience within banking, financial services, or banking operations.
• Familiarity with financial allocation methodologies, cost accounting, and expense management.
• Experience with organizational structures, reporting hierarchies, data governance, or business management processes.
• Exposure to budgeting systems, financial reporting platforms, or systems of record used for financial planning and organizational data management.