NAM Retail Asset Management Finance Lead, C14

About this role

The NAM Retail Asset Management Finance Lead is a senior leadership role within Real Estate Services (RES) responsible for managing portfolio planning, forecasting, reporting, governance execution, and decision-support activities that support the U.S. Branch Network (USBN).

Operating within Asset Management and reporting to the Head of the Financial Planning Unit (FPU), this role serves as a key integrator across RES functions including Asset Management, Design & Construction, Transactions, and Facilities Management. The position partners closely with RES leadership, Finance, Controllers, and USBN stakeholders to operationalize portfolio priorities, maintain governance processes, and provide actionable financial and operational insights that support informed decision-making.

The role is responsible for consolidating information across multiple functions and translating strategic direction established by RES and business leadership into actionable portfolio management activities, investment reporting, forecasting processes, governance routines, and executive-ready recommendations. Through strong cross-functional coordination and team leadership, the Retail Finance Lead helps improve portfolio transparency, optimize funding utilization, strengthen stakeholder accountability, and support successful execution of branch network priorities.

This position utilizes a team responsible for forecasting, analytics, reporting, and portfolio support activities and is accountable for ensuring consistent, accurate, and actionable information is delivered to leadership.

Responsibilities: Portfolio Integration & Investment Decision Support • Integrate financial, operational, and portfolio information across RES functions to support informed decision-making and execution of USBN. • Translate strategic direction and portfolio objectives into actionable planning, forecasting, reporting, and governance activities. • Develop insights, recommendations, and executive-ready materials that support investment planning, prioritization, funding decisions, portfolio execution , and evaluation of current and future investment opportunities . • Identify portfolio risks, opportunities, dependencies, and funding impacts and communicate findings to leadership.

Financial Planning , Forecasting & Portfolio Management • Lead forecasting, planning, and budget management activities supporting RES programs and USBN real estate investments. • Support annual planning processes, multi-year investment outlooks, and ongoing financial reviews. • Partner with Finance and Controllers to support forecasting assumptions, financial governance, expense management, and reporting activities. • Support optimization of portfolio funding through proactive forecasting, investment pipeline monitoring, and identification of opportunities to improve utilization of approved funding. • Drive continuous improvement in forecast accuracy, funding utilization, and financial transparency.

Governance, Reporting & Analytics • Execute governance processes and portfolio review routines established by RES leadership and the FPU. • Execute portfolio governance routines that provide visibility into investment pipelines, project readiness, portfolio risks, funding utilization, and key business decisions. • Oversee production of executive reporting, dashboards, portfolio analytics, scenario analyses, and investment performance updates. • Ensure consistency, accuracy, and transparency across reporting, forecasting, and portfolio management activities. • Monitor portfolio performance, project readiness, funding availability, and key approvals to support effective investment execution and redeployment of available funding where appropriate. • Promote accountability across stakeholder groups through structured reporting, governance, and portfolio oversight.

Cross-Functional Partnership & Execution • Partner with stakeholders across Asset Management, Design & Construction, Facilities Management, Transactions, Finance, and USBN leadership to support portfolio planning and investment execution. • Coordinate activities that improve alignment, visibility, collaboration, and execution across multiple workstreams and business partners. • Support process improvements that enhance governance effectiveness, operational efficiency, investment readiness, and “speed-to-market”.

Risk Management & Controls • Promote strong financial, operational, and governance controls across supported activities. • Assess and escalate risks impacting investments, forecasts, portfolio performance, or business objectives. • Ensure adherence to applicable policies, standards, and regulatory requirements.

Leadership Principles & Influence: • Demonstrate ownership and accountability for portfolio outcomes and business objectives. • Build strong partnerships across functions and levels of the organization to drive alignment and execution. • Influence stakeholders through data-driven recommendations, sound judgment, and effective communication. • Drive clarity and focus in a complex, highly matrixed environment. • Promote a culture of transparency, collaboration, continuous improvement, and operational excellence.

Qualifications: • 10+ years of experience in financial planning, corporate real estate, business analytics, program and portfolio management, or related disciplines. • Demonstrated experience supporting complex investment portfolios, governance processes, forecasting activities, and cross-functional business initiatives. • Strong financial analysis, forecasting, reporting, and decision-support capabilities. • Demonstrated ability to synthesize complex information, align stakeholders, and drive informed decision-making across multiple functions. • Strong stakeholder management and communication skills with the ability to influence across a matrixed organization. • Advanced Microsoft Excel skills required, including financial modeling, forecasting, analytical reporting, and management of

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