FP&A Manager

Job Summary

The Financial Planning and Analysis (FP&A) manager's primary role is to translate financial data and results into performance metrics and actionable items to assist the Bank in achieving its financial goals. Key responsibilities include supporting the Director of Financial Planning and Analysis, providing budgeting and forecasting support, developing complex financial models, preparing accurate reporting, and participating in M&A activities.

Primary Objectives

• Supports the Director of Financial Planning and Analysis
• Provides in-depth budgeting and monthly forecasting support, establishing timelines and presenting results to executive management
• Key driver in the annual budget, quarterly forecast, and three-year strategic planning process
• Develops complex financial models to guide future business ventures, new products, strategies, and marketing campaigns
• Reviews reports on historical and future trends in performance and returns to determine appropriate financial paths
• 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

• 5 years of related experience with financial institutions in Finance/Accounting, with FP&A 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 skills preferred