The CFO for Investment Banking and Capital Markets (IBCM) provides deep financial expertise, strategic partnership, and operational support to line leadership. This role owns financial planning, forecasting, and performance management, translating strategy into financial outcomes. It also leads reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators, while ensuring financial integrity and strong controls across the Finance division. This role supports a large and complex business, requiring advanced financial leadership across multiple business units, products, and functions, as well as high-impact decision-making.
Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Qualifications: 1. Supervisory experience of multiple teams2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst3. Master's degree of MBA4. Specific financial services or specialized industry experience including corporate development.5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.6. Experience with macros/VBA.
Chief Financial Officer - Investment Banking and Capital Markets • Charlotte, NC, United States
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