Financial Planning & Analysis (FP&A) Analyst

Job Summary

We are seeking a Financial Planning & Analysis (FP&A) Analyst to join our dynamic team. Reporting to the CFO, this role plays a critical role in supporting the bank's financial strategy and decision-making processes.

Responsibilities

• Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning.
• Prepare monthly, quarterly, and annual financial reports analyzing variances, trends, and key performance indicators (KPIs).
• Gather data, coordinate with business units, and ensure accuracy and timeliness of budgeting and forecasting processes.
• Conduct ad hoc financial analyses to support strategic initiatives, capital allocation, and cost management projects.
• Monitor and report on the bank’s financial performance against targets, proactively identifying areas for improvement.
• Affirm regulatory reporting and ensure compliance with internal controls and policies.
• Collaborate with department heads to understand business drivers, risks, and opportunities, providing financial guidance as needed.
• Participate in the development and implementation of financial systems and process improvements.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.
• 2+ years of experience in FP&A, financial analysis, or related roles.
• Strong proficiency in Microsoft Excel, financial modeling, and data analysis.
• Experience with financial software and ERP systems is a strong plus.
• High level of integrity and commitment to confidentiality.
• Strong ability to explain complex financial concepts to non-financial stakeholders.
• Excellent analytical, problem-solving, and quantitative skills.

Qualifications

• Entrepreneurial self-starter mentality.
• Master communicator.
• Banking & fintech acumen.
• Tech-forward and analytical thinking.
• Commitment to being a team player.

Benefits

• Comprehensive benefits package including health coverage, 401(k) with 6% employer match, and employee stock options.
• 0% financing for employee solar loans and EVs.
• Generous paid time off and referral incentives.
• Professional development opportunities and training.

Pay

Compensation is based on industry salary ranges, internal salary structures, experience, skills, and other job-related factors.

Schedule

Remote role within the United States; Eastern Standard Hours. Standard banking hours, with occasional overtime during peak reporting periods.

Physical Environment

• Sustained standing and sitting.
• Frequent communication (speaking and listening) in person, via email, text, phone, or video chat and use of PC.
• Occasional lifting up to 20 lbs.

Hiring Process

• Structured, transparent process following the Topgrading Methodology.
• Credit and background checks conducted upfront.
• Three conversation stages with key team members.
• Cognitive and personality assessments, as well as in-depth application spanning full education and work history.
• Final step: Connect us with former mentors and managers for brief reference chats.

How to Apply

Apply through the official application link. Resumes sent via unofficial channels may be delayed or not reviewed. All applicants receive confirmation upon submission. Due to high volume, processing times may vary. We will email or text updates throughout the process.