Demo

Corporate Financial Planning & Analysis Manager

Glacier Bancorp
Kalispell, MT Full Time
POSTED ON 4/25/2025
AVAILABLE BEFORE 5/24/2025

About The Role

Summary

The Financial Planning & Analysis (FP&A) Manager is a corporate resource responsible for supervising staff FP&A analysts and operating in support of organizational goals and objectives. Reports to the Head of Financial Planning & Analysis and is responsible for the annual Budgeting process, developing periodic forecasts, and working with divisional leadership on organizational Funds Transfer Pricing. Plans, organizes, and leads staff efforts in support of a variety of bank-wide projects and initiatives involving profitability and ad-hoc financial analysis, identification and realization of cost savings efforts, as well as comprehensive design, construction and distribution of internal financial reporting. Requires strong communication, coordination, and partnership with a large array of internal leaders and stakeholders to ensure their needs are met.

This is a Corporate position which may be located at an available bank division in Kalispell, Missoula, Bozeman, Billings, Helena, MT or Spokane, WA or Coeur d' Alene, ID or Salt Lake City, UT. The mid-rate for this position is $150,611.33 / per year (calculated for Kalispell, MT).

All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

Description

Budgeting & Forecasting

  • Responsible for the planning, management and production of the annual budget process and intervening periodic forecasting activities, including all training and documentation needs
  • Provide administrative ownership of budgeting platform (Axiom) and any related platform conversion activities.
  • Assist with the development and maintenance of the internal Funds Transfer Pricing framework, ensuring it remains aligned with organizational goals

Financial Analysis & Key Initiatives

  • Prepare sophisticated financial analysis of a complex or ambiguous nature, identify and source relevant data for underlying relevant drivers and resulting business outcomes, including development of internal financial models to drive organizational decision making
  • Leverage in-depth expertise of the organization's business processes and partner with business lines, divisions, departments and senior management to support decision making with relevant and actionable information
  • Partner with cross-functional leadership to lead various projects related to expense control and profitability along multiple dimensions, in some cases establishing enabling processes and methodologies
  • Leadership

  • Manage and train one or more staff analysts including hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, disciplining as necessary, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Appraises performance and provides recommendations for staffing needs, staff promotion, and termination, as appropriate.
  • Assist with long-term financial planning and support the execution of ongoing strategic initiatives, including the creation of presentations, materials, and documents to support FP&A and Finance team needs
  • Internal Reporting

  • Develop and implement new processes for internal reporting, including gathering reporting requirement from stakeholders, designing new or modifying existing reporting, and reporting construction and distribution to various audiences
  • Identify and define Key Performance Metrics / Indicators required to monitor achievement of organizational objectives and disseminate through thoughtful and professional presentations, dashboards or other visual representations
  • Work with Business Intelligence, Data Warehouse and IT staff to ensure data quality and reliability, reviewing inputs and outputs for accuracy and completeness, rectifying discrepancies, improving efficiency and driving automation where possible
  • Compliance
  • Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Must complete the assigned online training courses and achieve a passing score by due date.
  • About You

    Qualifications

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Education

    Required / Preferred

    Education Level

    Description

    Required

    Bachelor's Degree

    Bachelor's Degree in Business, Finance, Accounting, Data Science or other related field

    Experience

    Required / Preferred

    Experience Level

    Description

    Required

    10 years

    Financial analysis experience in banking or financial services, including financial risks such as interest rate risk, liquidity risk, etc.

    Required

    3 years

    Minimum of 3 years of supervisory or management experience

    Required

    Advanced Experience

    Experience utilizing financial budgeting or planning software

    Required

    Advanced / Specialized Knowledge

    Interpretation and use of financial data for performance, planning and decision making purposes.

    Required

    Advanced Experience

    MS Excel, Powerpoint, Word, with the ability to create professional and user friendly presentations and reports

    Required

    Advanced / Specialized Knowledge

    Query / database and business intelligence tools such as Cognos, Tableau, and PowerBI

    Required

    Advanced Experience

    Strong communications skills, both verbal and writing, with ability to develop and deliver presentation quality materials for all audiences to communicate analyses and recommendations, including executive management and board.

    Would an equivalent combination of relevant education and work experience be considered? : Yes

    License / Certification

    Required / Preferred

    License / Certification

    Description

    Preferred

    Other Relevant Certification

    CPA, CFA, Certified Corporate FP&A Professional, or other relevant professional certification preferred

    Required Skills and Abilities

  • Keen understanding of structure and pricing for banking products, as well as familiarity with typical expense management activities within large financial institutions.
  • Self motivated, able to work with limited direct supervision in a fast paced and demanding environment with accuracy and attention to detail.
  • Must be flexible to changing priorities, and capable of interacting calmly and professionally with a variety of people from diverse backgrounds at all levels within and outside of the organization.
  • Must be trustworthy and possess a significant level of credibility, discretion, and diplomacy to build relationships and influence outcomes.
  • Must be a team player with a high level of personal accountability, a passion for customer service, and strong leadership abilities to drive results
  • Ability to collaborate, influence and provided value-added analyses
  • Employee must be capable of interacting calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside of the organization.
  • Employee must be capable of regular, reliable, and timely attendance.
  • What We Offer

    COMPENSATION & BENEFITS : Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays. Visit our website for more details!

    COMPANY OVERVIEW : We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website. Check it out!

    We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

    Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

    No Recruiters or unsolicited agency referrals please.

    Salary : $150,611

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