Director, Financial Planning & Analysis

Midwest BankCentre•St. Louis, MO

3d•Onsite

About The Position

Midwest BankCentre is seeking a Director of Financial Planning & Analysis to lead enterprise budgeting, forecasting, long-range planning, management reporting, profitability analysis, and strategic decision support. This role involves building a scalable, technology-enabled FP&A function and partnering with executives to translate financial data into actionable insights. A key responsibility will be leading the implementation, adoption, and development of a modern FP&A solution. The ideal candidate will possess strong banking and finance knowledge, 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, lead cross-functional initiatives, manage competing priorities, and improve scalable financial processes.
Regularly required to talk or hear.
Ability to lift files, open filing cabinets and bend or stand on a stool as necessary.

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.
Commercial credit experience.

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.