FP&A Manager

About the Role

The Financial Planning and Analysis (FP&A) Manager translates financial data and results into performance metrics and actionable items to assist the Bank in achieving its overall financial goals. This role plays a key part in the Bank’s annual budget process, forecasting, and line-of-business profitability analysis.

Responsibilities

• Support the Director of Financial Planning and Analysis.
• Provide in-depth line-of-business budgeting and monthly forecasting support, establish timelines for completion, and present results regularly to executive management.
• Lead the annual budget, quarterly forecast, and three-year strategic planning process.
• Develop complex financial models to guide future business ventures, new products, strategies, and marketing campaigns.
• Review historical and future performance trends to determine appropriate paths for financial development.
• Prepare accurate board and management reporting, company metrics, and competitive benchmarking.
• Develop profitability metrics and KPIs to benchmark future line-of-business growth.
• Present financial results to senior leaders on a monthly, quarterly, and annual basis.
• Support the Bank’s M&A activity, including due diligence, forecasting, and post-close analytics.
• Extract and analyze data from various sources.

Requirements

• 5 years of related experience with financial institutions in Finance/Accounting; 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.
• Advanced Excel and PowerPoint skills.
• Experience with Axiom Financial Reporting preferred.
• SQL and Microsoft Excel Power Query preferred.