Financial Planning and Analysis Manager

The FP&A Manager will be responsible for assisting the CFO in forecasting, budgeting, and strategic planning and analysis. This position will serve a critical role in reviewing data, performing analysis, identifying trends, and preparing/maintaining reports and models to support the Bank’s ongoing decision-making.

Essential Duties & Responsibilities

• Support Bank leadership with financial planning, analysis, and reporting of the performance of the organization including annual budgeting, quarterly forecasting, monthly Board reporting and analyses, capital planning, profitability (line of business, banker, client) analyses, pricing models, scenario and ROI analyses, and ongoing ad hoc analyses.
• Assist with building and maintaining the Bank’s long-term financial model and provide recommendations on key financial decisions to the leadership team.
• Assist in the management of key assumptions for ALCO and liquidity models.
• Develop presentations and communicate key business trends to leadership.
• Collaborate with subject matter experts across the Bank to understand underlying drivers of financial performance and integrate into the forecast and budget.
• Support ad hoc finance transformation projects, automation, tool implementation, and data optimization initiatives to drive operational improvements at scale.
• Build scalable financial models and management reporting templates that can be used by other members of the Finance team, ensuring a high degree of data integrity, consistency, and accuracy.
• Develop and maintain dashboards to share financial performance and business findings with executives to facilitate greater transparency and faster decision-making.
• Develop and own model risk management practices, ensuring high-quality model documentation and controls.
• Analyze, merge, reconcile data, and perform complex analysis.
• Reconcile monthly and quarterly financial results to forecasted expectations and prepare timely and insightful fluctuation analyses.
• Prepare supporting schedules for internal and external financial reporting.
• Assist Accounting and Finance team with various ad/hoc special projects and scenario analysis.
• Ensure proper controls are operating as designed for regulatory requirements.
• Perform other duties as required to support the Accounting and Finance department.

Essential Competencies

• Knowledge of and experience working with G/L, FP&A, and BI reporting systems and tools.
• Advanced Microsoft Office Suite skills, including working with Excel, Power BI, and large data sets.
• Complex problem-solving skills, including the ability to logically structure an appropriate analytical data framework for reporting and analyzing data.
• Ability to research, extract, analyze and merge data from disparate systems and perform complex analysis.
• A strong acumen for continuous process improvement, systems automation, and robust quantitative analysis. Constantly finds ways to contribute, deliver outcomes, and be more efficient.
• Can accept the challenges that come with working for a rapidly growing Bank whose strategy includes significant organic growth and implementation of new systems and processes.
• Strong attention to detail, superior communication skills, and the ability to embrace change and thrive in a fast-paced and dynamic business environment.
• Strong organizational skills with a mastery of processes and a stickler for details.
• Demonstrated ability to work collaboratively across different functions and effectively influence business partners; strong communication, teamwork, and relationship building skills.
• Has the ability to operate with a limited level of direct supervision and can exercise independence of judgement and autonomy.
• Demonstrated ability to maintain confidentiality of privileged information.

Essential Experience

• 5-10 years of relevant and progressive experience in FP&A functions at a growing financial services organization.

Preferred Experience

• Community banking experience.

Education

• Bachelor’s degree in accounting/finance (or similar field of study).
• CPA, MBA, CFA, and or CMA designation preferred.