Director, Financial Planning & Analysis

Midwest Bank Centre•St. Louis, MO

3d•Onsite

About The Position

The Director of Financial Planning & Analysis leads enterprise budgeting, forecasting, long-range planning, management reporting, profitability analysis, and strategic decision support. This hands-on leader will build a scalable, technology-enabled FP&A function and partner with executives and business leaders to translate financial and operational data into clear insights and actions. A key near-term priority is helping lead the implementation, adoption, and ongoing development of the modern FP&A solution as the Company’s central planning and management reporting platform. The Director will combine strong banking and finance knowledge with systems capability, disciplined data governance, and a continuous-improvement mindset.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field
10+ years of progressive finance, accounting, FP&A, or related experience, including budgeting, forecasting, management reporting, and financial analysis
Demonstrated ability to turn complex data into clear executive communications
Demonstrated ability to lead cross-functional initiatives
Demonstrated ability to manage competing priorities
Demonstrated ability to improve scalable financial processes

Nice To Haves

CPA, CMA, MBA, or similar advanced qualification preferred
Leadership experience preferred
Banking or broader financial-services experience strongly preferred, including familiarity with funds transfer pricing, net interest margin, balance-sheet planning, and profitability analysis.
Experience implementing, optimizing, or administering a modern EPM/CPM platform preferred.

Responsibilities

Lead the annual budget, periodic forecasts, financial target setting, and multi-year strategic plan.
Develop driver-based models, scenario analyses, and sensitivities that identify risks, opportunities, and required management actions.
Provide financial analysis for strategic investments, products, contracts, capital initiatives, and other business decisions.
Partner with Accounting, Treasury, and business leaders on balance-sheet, net interest margin, funding, and profitability planning.
Establish enterprise and divisional KPIs, scorecards, reporting cadences, and performance-management routines.
Partner with Accounting to explain actual-to-budget and actual-to-forecast results and identify underlying business drivers.
Prepare concise, decision-oriented reporting and financial narratives for executive management, committees, and the Board.
Advise and constructively challenge business leaders on assumptions, tradeoffs, risks, opportunities, and accountability for results.
Serve as a Finance owner and power user for modern FP&A platform, supporting implementation, testing, training, adoption, administration, and future development.
Translate business needs into scalable planning models, templates, workflows, dimensions, hierarchies, security roles, and reporting solutions.
Partner across Finance, Human Resources, Information Technology, Enterprise Analytics, Digital/PMO, and external resources on integrations and process design.
Oversee source-to-report data integrity, reconciliations, exception management, master-data changes, documentation, and appropriate controls.
Use automation, business intelligence, and emerging technology to improve speed, insight, accuracy, and organizational capacity.
Build an FP&A operating model that can scale with the organization’s growth, complexity, and strategic needs.
Define team roles, service levels, analytical standards, recurring processes, and development priorities.
Recruit, coach, and develop FP&A employees while reducing key-person dependency through cross-training and documentation.
Redirect team capacity from data gathering and reconciliation toward analysis, business partnership, and forward-looking insight.
Perform other duties and projects assigned by the SVP, Controller.