Strategy & Planning Specialist Senior

PNC Financial Services Group, Inc.; Pennsylvania; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

401(k) plan with company match

Paid time off

Job summary

PNC Financial Services Group, Inc. in Pittsburgh, PA, is seeking a Strategy & Planning Specialist Senior within the Mergers & Acquisition organization.

The role leads research, discovery, and interpretation of business requirements, coordinating with technology and business partners to enhance regulatory reporting and planning processes. The position emphasizes analytical rigor, cross‑functional collaboration, and the ability to drive initiatives from concept through execution in a fast‑paced

Qualifications

• Successful candidates typically hold a university degree and 3+ years in related roles.
• Strong analytical and strategic planning capabilities.
• Excellent written and verbal communication across stakeholders.

Responsibilities

• Lead research, discovery, and interpretation of business requirements for initiatives.
• Develop data collection and reporting processes to support regulatory needs.
• Collaborate with Technology and Line of Business partners to implement solutions.
• Support risk, audit, and regulatory reviews with accurate information.

Skills

Financial analysis

Partnership building

Attention to detail

Initiative & execution

Strategic thinking

Written communication

Collaboration

Entrepreneurial mindset

Education

Bachelor's degree

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 Strategy & Planning Specialist Senior within PNC's Mergers & Acquisition organization, you will be based in Pittsburgh, PA. This position leads the research, discovery, collection, and interpretation of business requirements. The role participates in the development and review of financial processes, procedures, workflow analytics, and reporting.

Responsibilities include developing detailed written guidance for financial reporting and data changes needed to meet regulatory expectations, in close coordination with Technology and Line of Business partners. The role also engages external vendors, legal partners, and Line of Business subject matter experts to design and execute business processes that improve the accuracy of Part 148 regulatory reporting. Communicate with business stakeholders and technology teams to support moderately complex business requirements. Conduct gap analyses and facilitate future state business process modeling for clients. Develop and maintain processes for ongoing data collection and compliance, and support risk, audit, and regulatory reviews by providing timely and accurate information. Additional ad hoc responsibilities may include the development and maintenance of a regulatory reporting repository supporting multiple regulations.

The role may also support Resolution Plan activities, including aggregation, drafting, and governance, as well as developing an understanding of bankruptcy and other actions required in a resolution scenario. Responsibilities may further include operational capabilities and assurance testing related to Resolution Plan requirements, development and implementation of testing frameworks (including frequency and key elements), and process formalization and governance framework support.

Key skills and preferred experience include:

• Advanced knowledge of financial products and a bank’s balance sheet
• Ability to build strong partnerships across departments to ensure alignment and shared success
• Strong financial analysis skills
• Excellent attention to detail
• Ability to drive initiatives from concept through execution
• Strong consensus building and collaboration skills
• Entrepreneurial mindset with the ability to work on unstructured projects and create new processes
• Strong written communication skills

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Supports one or more strategic enterprise initiatives to understand, analyze, develop, recommend, and deliver strategy and planning solutions.

Defines the business problem, identifies issues and implements a planned approach for one or more initiatives.

Defines and obtains data collection, research and reporting activities for assigned initiatives.

Analyzes and recommends solutions for key initiatives.

Works with more senior team members to develop and deliver presentations.

Collaborates with the line of business and/or multiple line of businesses to implement recommended solutions.

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 Branding, Change Management, Creative Process, Design Thinking, Innovation, Machine Learning (ML), Personal Initiative, Strategic Planning Competencies Accuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Influencing, Planning: Tactical, Strategic, Problem Solving, Strategic Thinking

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) Language Assessments No Required or Preferred Language Assessments

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
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level
• years of service

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

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.

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. Check out the top reasons to join PNC. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.