FP&A Manager

Job Summary

The Financial Planning and Analysis (FP&A) manager’s main role is to translate financial data and results into performance metrics and actionable items to assist the Bank with achieving its overall financial goals. The FP&A manager will play key roles in the Bank’s annual budget process, forecasting process, and line of business profitability analysis.

Primary Objectives

• Support Director of Financial Planning and Analysis
• Provides in-depth Line of Business budgeting and monthly forecasting support, establishing timelines for completion and presenting results regularly to executive management
• The key driver in the annual budget, quarterly forecast, and the three-year strategic planning process
• Develops complex financial models to direct future business ventures, new products, strategies, and marketing campaigns
• Reviews reports on historical and future trends in performance and returns to determine appropriate paths for financial development
• Prepares accurate board and management reporting, company metrics, and competitive benchmarking
• Develops profitability metrics and KPIs to provide a benchmark for future line of business growth
• Meets and presents financial results to senior leaders on a monthly, quarterly, and annual basis
• Supports the Bank’s M&A activity, including due diligence, forecasting, and post-close analytics

Position Requirements

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Education and/or Experience: 5 years of related experience with financial institutions in Finance/Accounting required, FP&A specific experience preferred. MBA or Master’s Degree in Finance or Accounting strongly preferred.
• Strong understanding of bank FTP, capital and cost allocation methodologies.
• Advanced financial modeling experience required.
• Advanced Excel and PowerPoint skills required.
• Experience with Axiom Financial Reporting preferred.
• Ability to extract and analyze data from various sources required.
• SQL and Microsoft Excel Power Query preferred.