Job Description
Job Description
Position Function :
Lead the Company's annual budgeting process by coordinating cross-functional stakeholders, developing and refining complex forecasting models, and presenting key assumptions and financial projections to senior leadership. Drive strategic decision-making by providing in-depth financial analysis, identifying trends, and offering actionable insights to optimize performance. Serve as the subject matter expert on financial performance, maintaining a deep understanding of banking industry financial statements, regulatory requirements, and market dynamics to guide business strategy and financial planning
Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.
Primary Accountabilities :
Budgeting / Planning & Forecasting
- Lead the annual budgeting and periodic re-forecasting process.
- Proactively work with senior management, sales teams and support centers to establish an annual budget and performance measurements at the total entity, LOB levels, and other levels of the organization as requested by management.
- Ensure line-of-businesses understand and are committed to their budgets.
- Drive the process to analyze budget variances and recommend actions to improve performance
- Lead and manage the bi-weekly forecast to keep management up-to-date on expected results for the quarter
Financial Analysis and Business Partner Responsibilities
Analyze trends and conduct root-cause analysis when results diverge from expectationsAnalyze and develop financial pro-formas to guide management decisions on whether to pursue new projects and initiativesDevelop and continuously evaluate current financial performance reports and recommend new ways to deliver information to stakeholders in a relevant and timely mannerAnalyze industry and peer approaches to financial analysisServe as FP&A Business Partner to assigned business unitsDemonstrate thorough understanding of assigned business units and make recommendations on how to improve their profitabilityServe as a champion on profitability and foster a culture where profitability is at the core of analysis and reportingData Governance
Uphold a strong standard for data accuracy and reliability and work with other departments to ensure consistency in framework for reporting.Serve as Administrator for Axiom Performance Management System ensuring all policies and procedures are maintained and up-to-dateLeadership
Exhibit executive-level communication skills with a strong presence, adept at distilling complex financial data into key insights and advising leadership on critical decisions.Collaborate across all lines of business to drive strategic initiatives, ensuring alignment with organizational goals and financial objectives.Champion continuous improvement by evaluating processes, identifying efficiency opportunities, and implementing best practices to enhance financial operations.Deliver clear, impactful financial reports and presentations, translating performance metrics, cost management strategies, and growth opportunities into actionable insights.Proven ability to manage projects involving multiple stakeholders, ensuring seamless execution and alignment across teams.Effectively communicate financial performance, cost management strategies, and long-term growth plans to gain leadership buy-in and organizational alignment.Minimum Qualifications :
Education :
Bachelor’s degree in finance or accounting is required.Master’s degree in business administration is preferred.Experience :
5 years of experience in of progressive experience in accounting, budgeting, management or financial reporting required. (A bachelor’s degree can substitute for 2 years of work experience.)2 years of supervisory experience required.2 years of management experience preferred.License / Certification :
CPA (Certified Public Accountant) preferredPhysical Requirements & Working Conditions :
Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and / or other work related mechanical or electronic devices and applications.Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.Must be able to read and understand bank-related documents.Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.We are proud to be an EEO / AA employer M / F / D / V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
