Financial Planning and Analysis

• Build and lead a grants management function for the full pre- and post-award cycle of restricted grants
• Establish compliance processes for budgeting, donor regulations, reporting, and grant-specific audits
• Design and maintain the organizational cost model, including cost segments, allocation methodology, and indirect cost structure
• Price restricted proposals at full cost and support proposal budgets, grant terms, and award negotiations
• Establish and manage sub-award and contract compliance frameworks for foreign partnerships
• Lead financial and compliance components of U.S. government and institutional funding, including SAM.gov registration, Uniform Guidance compliance, reporting, audit readiness, and closeout
• Remediate international control exposure and establish country-level financial policies
• Design country finance infrastructure, including entity structure, banking, and controls
• Establish treasury protocols to mitigate foreign-exchange risk and optimize currency conversion
• Develop a scalable international finance operating model and recommend future staffing, systems, and organizational structure
• Partner on consolidated financial reporting across entities and countries
• Design and roll out time tracking with Controller, FP&A, Programs, and Technology
• Serve as accountable owner for grants management and international finance results
• Report to the Chief Financial and Administrative Officer and initially supervise an individual contributor
• Travel approximately 30%

Director, Grants Management – International Finance

• Engage with clients to understand their financial goals, aspirations, and concerns
• Develop comprehensive financial plans including investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients' assets and income
• Monitor clients' financial plans and provide regular updates
• Adjust financial strategies as clients' circumstances change
• Build and maintain a client network through referrals, community involvement, and professional associations
• Help individuals and businesses achieve financial goals through personalized insurance solutions and financial planning
• Guide individuals and families toward financial security and success

Financial Advisor – Sales Background

• Engage with clients to understand their financial goals, aspirations, and concerns
• Develop comprehensive financial plans covering investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients' assets and income
• Monitor clients' financial plans and provide regular updates
• Adjust financial strategies as clients' circumstances change
• Build and maintain a client network through referrals, community involvement, and professional associations
• Help individuals and businesses achieve financial goals through personalized insurance solutions and financial planning
• Guide individuals and families toward financial security and success

Financial Advisor, Sales Background

• Own Product investment envelope and manage OpEx and headcount budgets across Engineering, Product, and Design
• Drive workforce planning by building bottoms-up headcount models by function and level
• Partner with Engineering leaders to sequence hiring against roadmap needs, compliance requirements, and operational scale
• Develop forecasting models for cloud hosting, AI/compute, internal tooling, SaaS applications, and enterprise systems
• Identify optimization opportunities across product infrastructure and corporate technology stack
• Evaluate build-versus-buy decisions, capitalizable versus expensed R&D, and vendor investments
• Provide ROI- and long-term-cost-structure-based recommendations
• Lead monthly budget-versus-actuals reviews for EPD
• Automate reporting, improve accrual accuracy, and surface actionable insights
• Partner with Engineering and Product leadership, People, and Finance to align investments with company strategy

Senior Finance Manager, Product & Engineering

• Manage a financial center and its employees on a day-to-day basis
• Operate as a business owner and foster a team environment
• Instill an effective client-centric and risk culture
• Help clients achieve their financial goals
• Ensure operational excellence and cohesive effectiveness
• Develop talent, including proactive sourcing of candidates
• Manage client traffic, route clients appropriately, and foster client retention
• Manage business results through formalized management routines and coaching
• Create a world-class client experience environment
• Manage market-level initiatives prescribed by market leaders
• Drive operational excellence by engaging employees on business strategy
• Manage organizational priorities and effective execution
• Champion opportunity and inclusion
• Manage processes and data using data-driven decisions and continuous improvement
• Communicate enterprise priorities and connect contributions to business results
• Lead identification, escalation, and resolution of potential risks
• Coach and develop team members
• Manage expenses and demonstrate an owner's mindset
• Recruit, onboard, and develop talent and support talent mobility
• Deliver business results through effective team management, structure, and routines

Financial Center Manager

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals
• Triage client leads and requests
• Make referrals to internal business and service partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money-managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Provide coaching and feedback to referral partners
• Work Monday through Friday and rotating Saturdays
• Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within reasonable commuting distance

Financial Solutions Advisor

• Manage a financial center and its employees on a day-to-day basis
• Operate as a business owner and foster a team environment
• Instill an effective client-centric and risk culture
• Help clients achieve their financial goals
• Ensure operational excellence and cohesive effectiveness
• Develop talent, including proactive candidate sourcing
• Manage client traffic, route clients appropriately, and foster client retention
• Manage business results through formalized management routines and coaching
• Create a world-class client experience environment
• Manage market-level initiatives prescribed by market leaders
• Drive operational excellence by engaging employees on business strategy
• Manage organizational priorities and effective execution
• Create an inclusive team and ensure fair and respectful treatment
• Demonstrate process knowledge, data-driven decision-making, simplicity and continuous improvement
• Communicate business rationale and connect contributions to results
• Lead identification, escalation and resolution of potential risks
• Coach and develop team members through feedback
• Manage expenses with an owner’s mindset
• Recruit, onboard and develop talent and support career mobility
• Deliver business outcomes through effective team management, structure and routines

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals
• Triage client leads and requests
• Make referrals to appropriate internal service providers based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Identify and engage potential new clients through referrals or financial center clientele
• Provide coaching and feedback to referral partners
• Mitigate and control risk in daily activities
• Complete required licenses and training
• Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center location is determined within a reasonable commuting distance

• Build detailed, line-item IT budgets and monthly forecasts with IT managers and engineers based on technical roadmaps and vendor timelines
• Monitor spending fluctuations and analyze variances against forecasts
• Collaborate with technical owners to identify root causes of spending deviations
• Own the end-to-end audit process for IT labor timekeeping
• Ensure engineering hours are accurately tracked, coded, and compliant with accounting standards, including CapEx versus OpEx allocation
• Reconcile open purchase orders and accrue technical vendor services
• Validate operational data for accurate month-end close reporting
• Maintain and optimize internal billing models to distribute IT infrastructure and service costs to consuming business units

Operations Finance Analyst

• Complete the FCMA roadmap and all onboarding activities through program completion
• Complete the Consultative Selling Skills Certification
• Develop Consumer and Small Business customer relationships through memorable customer experiences
• Learn and maintain knowledge of Fifth Third products, services, processes, and internal resources
• Identify customer financial needs and recommend appropriate solutions through consultative selling
• Develop an integrated book of business strategy with Financial Needs Assessments and banker assignments
• Source, develop, coach, and lead a team reinforcing core values and business strategies
• Collaborate proactively with business partners to cultivate a One Bank culture
• Participate in activities benefiting served communities
• Follow the Bancorp Code of Business Conduct and Ethics and related policies
• Assist with employee feedback, development, career growth, and recognition