FP&A Senior Financial Analyst I

About the role

This is a hybrid position with required weekly in-office days at our office in Daleville, IN. The role delivers reporting, detailed analysis, and executive summaries of financial information—including margin, variances, trends, and KPIs—for multiple business segments across the company. It also provides analysis to support development of the annual plan and identifies, develops, and supports implementation of process improvements.

Responsibilities

• Perform monthly analysis of various business segment financial information, including variance and trending analysis, profitability analysis, reporting and analysis of key performance indicators, and writing financial summaries for line of business and department leaders.
• Analyze large datasets to assist business partners using available technology tools, including SQL and Power BI.
• Perform analysis of budget information, including run rates, one-time adjustments, and impacts of initiatives to support the annual planning process.
• Collaborate with FP&A team members as well as managers and leaders across the company to support development of line of business and departmental budgets.
• Perform analysis and review to drive budget adjustments; provide reporting and change tracking to support the annual planning process.
• Fulfill requests to implement and/or enhance business segment reporting and performance metrics.
• Train end users, including senior managers, on the use of financial reporting technologies and available reports.
• Partner with Senior Financial Analyst II or Business Intelligence on the development and automation of reporting needs using tools such as Power BI and SQL.
• Prepare monthly and/or quarterly internal reports as required.
• Support system administration for budget and reporting software as assigned.
• Prepare incentive payout calculations on a monthly/quarterly basis; provide incentive plan forecasting and analysis as required.
• Prepare and file SEC Section 16 reports for directors and insiders, as well as related annual Federal Reserve reporting, ensuring compliance with current regulatory requirements.
• Prepare supporting documentation of Section 16 ownership for annual proxy and FR Y6 as assigned.
• Comply with SOX and other controls and complete periodic attestations as required.
• Ensure department processes and procedures are updated as required.

Requirements

• Bachelor’s degree in finance, accounting, or a related field of study.
• A minimum of five (5) years of finance, financial analyst, or related experience.
• A minimum of five (5) years of experience demonstrating analytical skills and strong attention to detail.
• A minimum of two (2) years of experience performing financial statement analysis.
• Advanced proficiency in Microsoft Excel demonstrated with a minimum of four (4) years of experience working with complex formulas, including functions such as VLOOKUP, XLOOKUP, IF/THEN, PIVOT Tables, and Charts.

Preferred Qualifications

• Experience in Banking or the Financial Services industry.
• Experience in budgeting and forecasting.
• Three (3) years or more experience with data visualization or analytical tools such as Power BI or SQL.

Benefits

• Base pay plus bonuses.
• Medical, Dental, and Vision Insurance.
• 401k.
• Health Savings and Flexible Spending Accounts.
• Vacation/Sick Time.
• Paid Holidays.
• Paid Parental Leave.
• Tuition Reimbursement.