What are the responsibilities and job description for the Financial Planning and Analysis Manager - Wealth Management position at Regions?
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Financial Planning and Analysis Manager partners with senior leadership to ensure the effective and efficient execution of key processes to aid in the achievement of financial objectives.
Primary Responsibilities
Ensures execution of key financial planning and analysis processes including monthly forecasts, strategic financial plans, annual budget and capital planning
Provides effective challenge to forecast results and methodologies
Oversees a team responsible for the timely, accurate, and complete reporting of budgets and forecasts
Develops prospective business plans and financial forecasts for executive leadership review
Builds and maintains strong relationships and effective communication with key stakeholders and functional partners across businesses in support of planning and forecasting efforts
Delivers sound financial information to the executive team, including business trends, key performance measures, and in-depth cause and effect analysis on a variety of financial/business/operating issues
Oversees a team that prepares ad-hoc and standard financial analysis and reports, as requested, providing insight into Regions’ operations and financial performance
Ensures all key Financial Planning and Analysis (FP&A) and financial systems processes are documented, key controls identified, and procedures developed to periodically test the effectiveness of controls
Reviews work and provides feedback, training, guidance, and development to team
Identifies, executes and monitors progress on opportunities for improvement
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
Bachelor's degree in Finance, Accounting, or a directly related field with eight (8) years finance experience
Or, Master's degree in Finance, Accounting, or a directly related field with six (6) years finance experience
Preferences
Master's degree in Finance, Accounting, or a directly related field
Experience in banking finance
Management experience
Skills and Competencies
Advanced skills in Microsoft Office, particularly Excel and Access
Excellent communication skills
Presentation building and delivery
Strong analytical skills
T his position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense.
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $112,644.80 USD
Median: $150,580.00 USD
Incentive Pay Plans: This role is eligible to participate in the annual discretionary incentive plan. Employees are eligible to receive a discretionary award based on individual, business, and/or company performance.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/welcometour/benefits.rf
Location Details Regions Center
Location: Birmingham, Alabama
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Financial Planning and Analysis Manager partners with senior leadership to ensure the effective and efficient execution of key processes to aid in the achievement of financial objectives.
Primary Responsibilities
Ensures execution of key financial planning and analysis processes including monthly forecasts, strategic financial plans, annual budget and capital planning
Provides effective challenge to forecast results and methodologies
Oversees a team responsible for the timely, accurate, and complete reporting of budgets and forecasts
Develops prospective business plans and financial forecasts for executive leadership review
Builds and maintains strong relationships and effective communication with key stakeholders and functional partners across businesses in support of planning and forecasting efforts
Delivers sound financial information to the executive team, including business trends, key performance measures, and in-depth cause and effect analysis on a variety of financial/business/operating issues
Oversees a team that prepares ad-hoc and standard financial analysis and reports, as requested, providing insight into Regions’ operations and financial performance
Ensures all key Financial Planning and Analysis (FP&A) and financial systems processes are documented, key controls identified, and procedures developed to periodically test the effectiveness of controls
Reviews work and provides feedback, training, guidance, and development to team
Identifies, executes and monitors progress on opportunities for improvement
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
Bachelor's degree in Finance, Accounting, or a directly related field with eight (8) years finance experience
Or, Master's degree in Finance, Accounting, or a directly related field with six (6) years finance experience
Preferences
Master's degree in Finance, Accounting, or a directly related field
Experience in banking finance
Management experience
Skills and Competencies
Advanced skills in Microsoft Office, particularly Excel and Access
Excellent communication skills
Presentation building and delivery
Strong analytical skills
T his position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense.
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $112,644.80 USD
Median: $150,580.00 USD
Incentive Pay Plans: This role is eligible to participate in the annual discretionary incentive plan. Employees are eligible to receive a discretionary award based on individual, business, and/or company performance.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/welcometour/benefits.rf
Location Details Regions Center
Location: Birmingham, Alabama
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Salary : $112,645 - $150,580
