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Finance Specialist Senior- Retail Banking Finance- PNCI Incentive

44101 Cleveland, Ohio PNC

Posted 11 days ago

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Job Description

**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Finance Specialist Senior within PNC's Retail Banking Finance organization, you will be based in Pittsburgh, PA; Birmingham, AL; or Cleveland, OH.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
The position is involved in several financial aspects of supporting PNC Investments within the Retail Bank.
Primary responsibilities include, but are not limited to:
- Support the compensation paid to all PNCI employees, including the financial advisors. This is a critical role as our incentives paid to sales staff make up the largest expense for the broker-dealer.
- Interact with members of the business segment executive team as well as human resource partners to ensure alignment with headcount and compensation.
- Oversee capital spend for our business segment to ensure initiatives are properly approved for funding while also monitoring technology spend to ensure alignment with expectations.
- Provide financial analysis, budgeting, and forecasting support for this growing segment.
- Budgeting & Forecasting of Incentive Compensation and Salary.
- Financial modeling and business case development.
- Monitoring of technology spend and completion of the initiative approval process.
The ability to think independently, build relationships across the Retail Finance team as well as with LOB partners will be key to this person's success as the candidate will be tasked with engaging with segment leadership and various other partners within PNC Investments.
**Job Description**
+ Provides and may lead a variety of financial management and accounting services.
+ Prepares internal financial and business metric reports and provides information to support quarterly and annual external reports.
+ Leads annual budget process and monthly forecast updates and may lead or contribute to strategic plans.
+ Delivers performance monitoring and communications and ad hoc finance and accounting analysis, which may include management accounting analysis. Identifies the accounting practices of the business and collaborates with the business on implementation of new accounting standards that impact the business.
+ Delivers information in response to requests and requirements of auditors, regulators, and investors. Prepares financial data and analysis to support risk management and identifies and escalates key risks to management. May also contribute to risk review and challenge for assigned business. Promptly identifies and addresses control matters; maintains sound control processes. Compiles data used for Stress Testing Projections.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Account Analysis, Accounting Research, Decision Making, Executive Presence, Finance Strategy, Financial Accounting, Financial Reporting and Analysis, Microsoft Excel, People Management, Results-Oriented
**Competencies**
Accuracy and Attention to Detail, Budgeting, Business Analytics, Decision Making and Critical Thinking, Effective Communications, Finance and Accounting, Financial Analysis, Institutional Finance, Managing Expenses And Finances
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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