Business Finance Partner

About the role

As a key member of Business Finance, this role will work closely with Executive Leadership from one of Northwest's Revenue Producing Lines of Business (LOB) to drive growth through business analysis, while providing both financial and decision support. Responsibilities include monthly and quarterly business reviews, partnership in creating the annual budget and subsequent forecasts, discussions and explanations regarding budget and forecast variances, profitability reviews, risks & opportunities, KPIs and metrics, business case support, and performance tracking against LOB goals.

Responsibilities

• Create and present material for monthly and quarterly business unit reviews.
• Work with assigned Line of Business to explain variances to budget/forecast and clarify profitability reporting.
• Update and maintain Risks & Opportunities to the Budget/Forecast.
• Analyze and/or create production and budget metrics impacting the income statement and balance sheet.
• Play a lead role in the creation of the annual budget and subsequent forecasts, including data gathering and preparation of exhibits for senior leadership.
• Provide ongoing support for assigned Line of Business, including Business Case development and post-implementation review.
• Work with Line of Business to create KPIs and Metrics that Matter to the Team.
• Maintain and complete a monthly package for assigned Line of Business.
• Maintain documentation of all processes within the Business Finance team, including creating process documentation that may not currently exist.
• Support the development and documentation for the line of business strategic plan.
• Work closely with other Business Partners in Finance, HR, etc., as needed.
• Provide guidance for quarterly earnings, analyst calls, and Board of Directors meetings.
• Perform ad-hoc analysis as necessary.
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations.
• Navigate Microsoft Office Software, computer applications, and department-specific software to maximize efficiency.
• Work as part of a team and with on-site equipment.
• Complete other duties and special projects as requested by management.
• Abide by the rules of the safety and loss prevention program, perform work tasks safely, and report any injuries to a supervisor.

Requirements

• Bachelor's Degree in Accounting, Finance, or a related field.
• 6–8 years of Accounting and Finance related work experience.
• 6–8 years of Banking Experience.
• 6–8 years of experience in Analytics and Reporting.
• 6–8 years of experience in Budgeting and Forecasting.

Skills

• Ability to establish effective working relationships among team members and participate in problem-solving and decision-making.
• Ability to present and express ideas clearly and concisely, both orally and in writing, in a manner appropriate to the audience.
• Active listening skills to achieve understanding, share information, and facilitate open exchange of ideas.
• Ability to establish courses of action for self to accomplish specific goals, develop tracking systems, and effectively use resources such as time and information.
• Ability to make sound decisions based on perceptive and analytical processes, exercising good judgment in gray areas.