Associate, Financial Planning & Analysis

Santander • Miami, FL

2d • $75,000 - $125,000 • Onsite

About The Position

The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. The incumbent will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures.

Requirements

• Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
• 5+ Years Financial Planning and Analysis in the Banking or Financial Services Industry - Required.
• Excellent verbal and written communication skills.
• Ability to convey a sense of urgency and drive issues/projects to closure.
• Ability to prioritize and manage multiple projects simultaneously.
• Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.
• Strong financial analysis, modeling, and problem-solving.
• Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
• Excellent interpersonal skills with ability to build relationships at all levels of management.
• Excellent leadership skills.
• Strong Proficiency in PowerPoint, Excel, Word.
• Strong experience in and knowledge of financial planning and analysis.
• Ability to multi-task and meet strict deadlines.
• Ability to effectively communicate complex financial transactions and strategies.
• Ability to effectively interact with the market, executive management and vendors.
• Detail oriented with the ability to research, organize and analyze financial data.

Nice To Haves

• Master's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred
• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

Responsibilities

• Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure.
• Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making.
• Influences others regarding FP&A process policies, procedures, and practices.
• Recommends industry and peer data sources to enhance reporting with benchmarks to support business cases.
• Coaches and reviews the work of lower level professional to help execute the financial management function.
• Implements solutions to existing problems.
• Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget.
• Informs and becomes informed via an exchange of facts, statuses, ideas, and issues.
• Acts as subject matter expert providing functional and technical guidance to team.
• Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers.

Benefits

• A fair and competitive rewards package that reflects the impact you create and the value you deliver.
• Benefits are designed to support you, your family and your well-being, now and into the future.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level