Senior FP&A Analyst
Wage Range: Min: $74,513, Mid: $97,454, Max: $120,394
About the role
The Senior FP&A Analyst executes interest rate risk, budgeting and forecasting modeling, while supporting management reporting and variance analysis. The role works closely with business line leaders to deliver timely, accurate, and actionable insights that drive performance.
Responsibilities
- Manage interest rate risk model and produce reports for interest rate scenarios.
- Administer planning model and reporting tools to prepare rolling forecast and annual budget.
- Analyze variances between actual results and budget/forecast; summarize key drivers and present findings to management.
- Produce and distribute monthly management reporting, including income statement, balance sheet, and key performance metrics.
- Develop and maintain dashboards to monitor line-of-business performance, including liquidity monitoring and reporting.
- Respond to ad hoc analytical requests from senior management and business unit leaders.
Requirements
- Familiarity with Asset Liability Model and Planning/Forecasting Model.
- Familiarity with Jack Henry Silverlake core system.
- Familiarity with report writing tools such as Cognos or Power BI.
- Advanced Excel skills such as pivot tables, lookups, complex formulas, and visualizations.
- Bachelor’s Degree in Finance or Accounting and minimum 5 years of bank or corporate finance experience, or equivalent combination of education and experience.
About the company
Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders. Heartland Bank’s mission is to “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.
Benefits
At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.
Physical Demands
- Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
- Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
- Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)