What are the responsibilities and job description for the VP, Financial Analysis Officer position at PATRIOT BANK, N.A.?
Description
We are seeking a strategic and analytical leader to join our executive team as the Vice President, Financial Analysis Officer. This role is responsible for leading the financial planning, analysis, and forecasting functions to support business strategy, performance improvement, and executive decision-making. The VP will play a critical role in shaping financial strategy and ensuring data-driven insights guide the company’s growth and profitability.
- Lead the financial analysis team in developing strategic financial models, scenario planning, and forecasting tools.
- Partner with the CFO and executive leadership to drive corporate strategy, investment analysis, and resource allocation.
- Oversee budgeting, long-range planning, and variance analysis across all departments.
- Identify trends, risks, and opportunities by analyzing financial and operational data.
- Present financial results and strategic insights to executive leadership and the Board of Directors.
- Evaluate financial performance by comparing and analyzing actual results with plans
- and forecasts.
- Design and implement processes, systems, and metrics that support operational excellence and performance tracking.
- Collaborate with cross-functional teams to align financial goals with organizational objectives.
- Stay current on market trends, industry benchmarks, and regulatory issues to inform strategy.
Requirements
- Bachelor’s degree in finance, Accounting, Economics, or a related field (MBA or CPA preferred).
- 10 years of progressive experience in financial planning and analysis, including leadership roles.
- Strong background in financial modeling, forecasting, and strategic planning.
- Excellent communication and presentation skills with the ability to influence
- stakeholders at all levels.
- Advanced proficiency in Excel, financial systems and data visualization tools.
- Deep understanding of GAAP, corporate finance, and key performance metrics.
- Ability to manage multiple priorities and deliver results under tight deadlines.
- Strategic thinker with strong business acumen and a detail-oriented approach.
Benefits
- 401K
- Health Insurance
- Dental Insurance
- Vision Insurance
- Health Savings Account
- Flexible Spending Account
- Employee Assistance Program
- Paid Time Off
