Job Title

Position Overview Hybrid work arrangement; typically one day on site per week, reporting to the AVP of Financial Planning, Investments & Insights. The Managing Director of Strategic Planning & Financial Intelligence leads the Intelligence Hub, comprising FP&A, Data Science, and Finance Data Management, bridging complex data engineering and executive strategy to provide senior leadership with predictive analysis and recommendations for financial optimization and enterprise growth. Accountabilities Lead the development of the rolling forecast and budget for revenues and expenses that support the performance objectives of the Areas of Expertise, Corporate Areas and ATB, ensuring alignment with longterm enterprise strategy. Transform the rolling forecast process into a steering tool, enabling executive leaders to continually track and measure financial performance. Direct preparation of forecasting and budget materials for seniorlevel discussions, including SLT and Board presentations, ensuring a cohesive, accurate, and strategic narrative of ATBs financial trajectory. Act as the primary advisory link between Corporate Finance, Treasury, and business units, minimizing organizational risk through rigorous application of accounting standards and financial policies while maintaining a robust control environment. Establish and maintain internal and external financial controls related to financial operations and reporting, ensuring integrity across the strategic intelligence hub. Oversee the synergy between FP&A, Data Science, and Data Management to create a unified source of financial truth. Lead the Data Science function in developing and deploying accurate, flexible machinelearning models for financial forecasting, planning, and analysis. Act as the executive owner of finance data management (BigQuery, GCP, Anaplan), ensuring a scalable and fully utilized architecture. Champion efficiencies across functions to streamline reporting outputs, improving data collection and material preparation. Partner with crossfunctional teams to evaluate strategic initiatives (e.g., cost optimization, FTP changes, organic revenue growth) through databacked financial value assessments and business knowledge. Skills, Experience & Requirements 15+ years of progressive experience in finance, preferably in the banking/financial services industry. University degree in Business, Finance, or a related field; CPA or CFA is required. Expert in communicating and navigating sensitive organizational discussions and conflicting priorities across business units, using data to drive consensus. Proven experience leading technical or datadriven teams; familiar with the modern finance stack (Google Cloud Platform, BigQuery, Tableau, Anaplan). Demonstrated ability to lead complex financial planning cycles and present sophisticated financial narratives to the SLT and Board. Ability to lead scenario planning and variance analysis while leveraging automated data pipelines to drive accuracy and speed. Understanding of accounting standards and financial policies; ability to implement controls that safeguard financial reporting. Strong communication skills to explain complex data science and financial outputs to nonfinancial audiences in a clear, compelling, and actionable manner. Visionary leadership of the FP&A function, inspiring the team to evolve beyond traditional reporting into strategic partnership. Equal Opportunity Employer We encourage candidates from all work backgrounds, equityseeking communities and experience levels to apply. #J-18808-Ljbffr