Wholesale Lending Services Finance and Business Management, Executive Director

Join a high-impact team that turns data into decisions for Wholesale Lending Services.

You will shape strategy, elevate transparency, and partner with senior leaders to execute end to end

As a Wholesale Lending Services Finance and Business Management within our Finance team, you will lead a team that clarifies performance, financials, and capacity across WLS.

You'll partner closely with Operations, Finance & Business Management, and Data & Analytics to deliver executive-ready analysis and reporting.

Your work will strengthen financial controls, enhance forecasting, and inform strategic decisions that impact clients and the firm

Job Responsibilities


* Serve as a strategic advisor to WLS and F&BM leadership, shaping and communicating strategy, projections, and trends through executive-level presentations


* Design monthly and quarterly business and financial reporting packages that convey results clearly and succinctly for varied audiences


* Coordinate deliverables across business management, finance, operations, and product teams to support priorities and transformation initiatives


* Analyze complex datasets to produce insights and executive-ready narratives; translate analysis into clear presentations (e.g., PitchPro+)


* Partner on budgeting and forecasting for headcount and direct expenses in alignment with strategic goals


* Build and enhance capacity models across WLS functions; support activity-based costing to enable accurate allocations and client profitability insights


* Strengthen financial controls and data integrity to enable confident, timely decision-making by senior stakeholders

Required Qualifications, Capabilities, and Skills


* Bachelor's degree in Business, Finance, Economics, or related field; MBA preferred


* Significant experience leading diverse teams and cross-functional initiatives in business management, operations, or consulting


* Advanced presentation and storytelling skills, simplifying complex topics for executive audiences


* Strong analytical skills with experience turning large datasets into actionable insights; high attention to detail and logical problem-solving


* Excellent project management, prioritization, and time management skills in fast-paced environments


* Demonstrated ability to build strong partnerships and influence stakeholders at all levels; outstanding written and verbal communication skills


* Self-starter with a high degree of ownership and independence, driving outcomes with quality and speed

Preferred Qualifications, Capabilities, and Skills


* Experience with capacity modeling and activity-based costing in lending or financial services operations


* Proficiency with executive presentation tools and data visualization; comfort creating executive-ready materials (e.g., PitchPro+)


* Background in wholesale lending or credit operations, with knowledge of performance metrics and cost drivers


* People leadership ...