The Commercial & Investment Bank is a global leader across investment banking, wholesale payments, markets, and securities services. We provide strategic advice, raise capital, manage risk, and extend liquidity in over 100 countries.

This Technology Business Management Associate role is a dynamic position within the Commercial & Investment Bank organization, supporting the Merchant Services Technology (MST) team. You will support the Merchant Services Business Management and Financial Management Teams in planning, forecasting, oversight, control, and analysis of financial and resource planning for the 1,500-person MST team. Your role involves partnering with various teams to provide transparency into expenses, delivery schedules, and resource agendas.

Job Responsibilities:

Aggregate, consolidate, and deliver routine monthly reporting from various systems. Enhance existing reporting to expedite month-end analytics. Maintain database information in Excel, ensuring consistency and accuracy. Provide proactive analytics to aid in cost containment and delivery excellence. Support Business Management in resource planning and tracking. Partner with the Financial Management Team for headcount approvals. Assist in analyzing performance vs. plan and financial forecasting. Collaborate with the Merchant Services Program Management team on Investment Proposal insights. Aid in creating and enhancing monthly PowerPoint materials for senior leadership.

Required Qualifications, Capabilities, and Skills:

Undergraduate degree required. 3+ years of experience in a Business Management or Technology environment. Experience with financial management, analysis, and reporting. Proficiency in MS Excel and PowerPoint. Strong interpersonal skills and ability to build relationships across all levels. Strong system skills: Excel Pivot tables, financial formulas, macros. Organizational skills, attention to detail, and ability to articulate complex issues concisely. Ability to manage multiple priorities and work under pressure.

Preferred Qualifications, Capabilities, and Skills:

Experience with project accounting and reporting for technology. Ability to communicate with internal clients on technology allocations. Ability to interrogate and interpret financial reports.