CWM - Consumer - Financial Planning & Analysis - Vice President - New York

Location(s) US-NY-New York
Job ID
Schedule Type
Full Time
Consumer Banking, Finance
Consumer and Wealth Management
Business Unit
Employment Type


Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.



The firm’s Consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a startup with more than 150 years of experience. Today, we serve millions of customers across multiple products including lending, deposits, financial tools, and our partnership with Apple on Apple Card. We use innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity. As we build a leading digital consumer bank and expand into new products and partnerships, we are looking for leaders and individual contributors to join our team.


We are seeking a Vice President of Financial Planning & Analysis for Lending. The candidate must be able to manage and deliver monthly, quarterly, annual & ad hoc requests and quickly define views that prompt decisions by Senior Management. The role demands superior organizational skills, analytical skills, presentation skills, technical abilities and flexibility. The candidate should have extensive experience in providing monthly financial analysis that highlights key drivers and dependencies impacting results and the overall health of the organization across revenues, expenses and resources.

Successful candidates should have 7+ years’ experience in consumer banking financial analytics. The candidate should have excellent communication and organizational skills, strong attention to detail, and enjoy handling complexity. Our team must be agile in supporting a dynamic business, and we are looking for people who thrive in this work style.

Key Responsibilities –

  • Govern the processes for submitting annual multi-year budgets and forecasts and report total financial performance against key target metrics on a monthly basis
  • Manage the preparation, consolidation, review and analysis of a number of key financial activities including but not limited to: budget, Capital Stress Testing “CCAR” and mid-year forecast, financial updates for the Senior Management, quarterly earnings, Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance drivers
  • Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
  • Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
  • Advise on directional strategy and provide guidance on significant business/product decisions
  • Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results
  • Lead additional one-off and repeatable analyses as required by senior management
  • Communicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations)
  • Establish and maintain business relationships with internal and external stakeholders
  • Support ad hoc projects as necessary


  • 7+ years’ experience specific to finance / planning role in consumer banking or financial services
  • Bachelor's Degree in Accounting, Finance, Economics, or related field. MBA a plus.
  • Professional experience in handling large amount of data, analyzing P&L and balance sheet drivers
  • Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
  • Strong organizational skills, including good judgment and decision making capabilities
  • Excellent communication and interpersonal skills to facilitate collaboration across teams
  • Experience leading functional teams and driving Financial Planning and Analysis
  • Ability to influence and advise senior stakeholders
  • Demonstrated leadership and project management skills
  • Hyperion Essbase, Alteryx, Xceptor, and Tableau experience preferred



At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity