SVP/Director of Financial Planning and Analysis

SVP/Director of Financial Planning and Analysis

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.

Company Information:

Bell Bank was founded in 1966 and headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $10 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $26 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune.

If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you. Let Bell Bank be your destination workplace.

Job Summary:

The Director of Financial Planning and Analysis (FP&A) will play a critical role in providing strategic financial insights and guidance to support the bank's growth and profitability objectives. This individual will lead the FP&A team, driving the financial planning, budgeting, forecasting, and analysis processes. The Director will partner closely with executive leadership and business unit leaders to provide financial analysis, strategic insights, and decision support. This role is pivotal in driving a performance-oriented culture through rigorous financial discipline and data-driven decision-making.

Primary Duties:

• Oversee the annual budgeting and quarterly forecasting processes, ensuring alignment with the bank's strategic goals.
• Develop and maintain financial models to support business planning, scenario analysis, and sensitivity analysis.
• Identify key financial and operational metrics and provide ongoing analysis to track performance against goals.
• Prepare and present monthly, quarterly, and annual financial reports, including variance analysis and performance against targets.
• Lead the development of management dashboards and reports that provide actionable insights to executive leadership and business units.
• Drive continuous improvement in financial reporting processes, systems, and tools.
• Partner with the CFO and other senior leaders to shape the bank's financial strategy and long-term planning.
• Provide insights and recommendations to support strategic initiatives, business growth, and operational efficiency.
• Managing and leading direct reports and rest of the team by establishing timely and challenging performance standards, providing ongoing feedback, and conducting annual performance appraisals.
• Participating in the career development of staff, acting as a positive role model and mentor.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Job Skills Required:

• Bachelor's degree in Finance, Accounting, or related field; MBA or CFA preferred.
• 10 years of proven experience in financial planning and analysis within the banking or financial services industry.
• Strong financial modeling and analytical skills, with experience in complex financial environments, preferably within the banking or financial services industry.
• Strong knowledge of financial reporting, budgeting, and forecasting processes.
• Excellent analytical, problem-solving, and decision-making skills.
• Effective leadership and communication skills, with the ability to collaborate cross-functionally and influence stakeholders at all levels.
• Demonstrated ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.

Bell Bank provides competitive compensation and an excellent benefits package.

Bell Bank

Equal Opportunity Employer