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Financial Planning and Analysis (FP&A) Analyst

Bankwell Financial Group, Inc.
Canaan, CT Full Time
POSTED ON 2/14/2025
AVAILABLE BEFORE 5/11/2025

Job Type

Full-time

Description

About Bankwell :

Bankwell is a commercial bank with more than $2 billion in assets that serves the banking needs of businesses and individuals. At Bankwell, we pride ourselves on our unique ability to bring you high touch, high quality banking with the expertise and dedication of our experienced team of professionals. When it comes to business, our deep industry knowledge, flexibility and innovative treasury and financing services enable us to find the right solutions for our business and commercial clients. We're passionate about giving back and are actively involved with many not-for-profit organizations that help shape and improve the lives of others. We're dedicated to giving our time and talent to support the communities we serve. More about Bankwell can be found at www.mybankwell.com .

Summary of Position :

The FP&A Analyst is responsible for assisting the Director of Accounting & Financial Planning by ensuring the creation of accurate, timely and relevant metrics, forecasts, plans, and analyses thereby enabling Bank Management to make informed decisions.

Requirements

Responsibilities include :

  • Help lead the Bank's annual planning and budgeting process
  • Understand and validate Income Statement & Balance Sheet assumptions, metrics and trends to build accurate forecasts, with a key focus on expenses
  • Support the preparation of financial reports for senior management, including budget variance analysis, on a monthly / quarterly / annual basis, with a key focus on expenses
  • Support the preparation of presentations for the Bank's Board of Directors
  • Support the preparation of all Investor communications
  • Contribute to development of standardized reporting package(s)
  • Help to improve current Finance processes through simplification and / or automation
  • Review financial schedules and analyses as part of the Company's ICFR / SOX control process to ensure the Company's financial reporting is accurate
  • Subject matter expert in budgeting tool(s)
  • Develop and maintain excellent relationships with colleagues across departments to foster an effective cross functional working environment
  • Ad hoc projects / reporting

Qualifications & Skills :

  • 2-3 years of related experience, banking / financial services a plus
  • High level of proficiency in Microsoft Excel, including, but not limited to : formulas such as VLOOKUP, sumifs, financial formulas, if / and / or; pivot tables, charts / graphs
  • Understands and uses formulas / processes to aggregate and manipulate raw data and develop complex spreadsheets.
  • Knowledge of PowerPoint
  • Clear and concise written and verbal communication
  • Attention to detail
  • Demonstrated leadership skills
  • Demonstrated problem-solving and decision-making skills
  • Ability to build and maintain relationships and interact at all levels of an organization
  • Strong sense of integrity and personal ethics
  • Bachelor's degree in finance, business, or accounting
  • Experience in banking / financial services a plus
  • Familiarity with Windows-based computer systems, Microsoft PowerPoint, and Excel
  • Location :

  • Hybrid, four days a week in New Canaan, CT.
  • Salary Description

    90,000- $105,000

    Salary : $90,000 - $105,000

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    Job openings at Bankwell Financial Group, Inc.

    Bankwell Financial Group, Inc.
    Hired Organization Address Canaan, CT Full Time
    About Bankwell : Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of busi...
    Bankwell Financial Group, Inc.
    Hired Organization Address Canaan, CT Full Time
    About Bankwell : Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of busi...

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