Financial Planning Analyst

Essential Responsibilities:

• Support the budget and forecast process by partnering with senior management and department leads to develop plan assumptions.
• Prepare the monthly/quarterly reporting packages and presentations. Develop new reports, enhance existing reports/presentations and lead the effort to roll-out dashboards and web reporting to senior management and department leads.
• Analyze financial results and provide commentary on variances to plan and comparisons to prior periods (including efforts to understand root causes). Coordinate the monthly/quarterly variance analysis with subsidiary finance groups.
• Work cross-functionally to create visibility into financial performance, understand key operational metrics and provide financial insights and recommendations to support strategic decision-making.
• Develop and maintain industry/peer group comparisons for inclusion in reporting packages.
• Assist with the administration of the reporting/planning system, including monthly data loads, maintenance of financial models, and user access. Develop a deep understanding of the budget forecast models and make recommendations for enhancement.
• Participate in special projects, including but not limited to modeling potential M&A activity, strategic business initiatives, what-if scenarios and key financial ratios
• Adheres to applicable federal laws, rules, and regulations, including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Other duties as assigned.

Minimum Required Skills & Competencies:

• BS/BA in Finance, Accounting, Analytics, or a related field of study
• 3-5 years of experience in Finance and/or Accounting with at least 2 years of Financial Planning and Analysis experience
• Advanced knowledge and proficiency in Microsoft Excel and PowerPoint
• Previous experience with financial planning and reporting software such as Workday Adaptive Planning, Hyperion, OneStream, Power BI, etc.
• Exceptional communication, organizational, and interpersonal skills
• Knowledge in banking, financial management, and analysis preferred

Desired Skills & Competencies:

• BS/BA in Finance, Accounting, Analytics, or a related field of study
• 3-5 years of experience in Finance and/or Accounting with at least 2 years of Financial Planning and Analysis experience
• Advanced knowledge and proficiency in Microsoft Excel and PowerPoint
• Previous experience with financial planning and reporting software such as Workday Adaptive Planning, Hyperion, OneStream, Power BI, etc.
• Exceptional communication, organizational, and interpersonal skills
• Knowledge in banking, financial management, and analysis preferred

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.