Senior Finance & Planning Analyst

About the role

Founded in 1902, Fidelity Bank has grown to meet the expanding financial needs of the communities it serves. Recognized both regionally and nationally for exceptional client experience, the bank is an industry leader that embraces technology and continuously adds new products to best serve its clients. For over a decade, Fidelity Bank has been ranked among the area’s top banks by local and national publications and has been recognized as one of the best places to work. In 2025, bankers contributed more than 6,200 hours of volunteer service and helped donate over $1.6 million to nonprofit organizations across its markets.

The Senior Finance & Planning Analyst plays a key role in supporting Fidelity Bank’s financial planning, reporting, forecasting, and strategic decision-making processes. This position analyzes financial performance, develops budgets and forecasts, prepares management and regulatory reporting, and provides actionable insights to senior leadership. The role also supports asset/liability management activities, financial modeling, and business case analysis while driving process improvements through the use of AI and automation tools. Working collaboratively across the organization, the Senior Finance & Planning Analyst helps ensure the accuracy, integrity, and efficiency of financial information while contributing to the Bank’s overall financial strategy, regulatory compliance, and operational goals.

Responsibilities

• Prepare and analyze financial reports, budgets, forecasts, and performance metrics.
• Conduct variance, trend, ratio, and financial modeling analyses to support management decision-making.
• Support regulatory, SEC, and internal financial reporting requirements.
• Develop business case, cost-benefit, scenario, and feasibility analyses.
• Assist with asset/liability management reporting and financial planning initiatives.
• Leverage AI and automation tools to improve finance processes, reporting accuracy, and operational efficiency.
• Maintain financial controls, validate data integrity, and ensure compliance with regulatory and accounting standards.
• Collaborate with business leaders, auditors, examiners, and internal stakeholders to provide financial insights and support strategic initiatives.