Finance Manager
About The Position
You Are: A highly analytical finance professional who thrives in a dynamic financial services environment and plays a critical role in advancing the financial strategy and operational performance of Pitney Bowes Bank. You operate at the intersection of commercial lending, treasury strategy, and corporate finance, working closely with Treasury, Capital Markets, Lending, and Strategic Finance to support decision‑making across the ILC, investment portfolio, liabilities, and emerging origination strategies. You bring financial rigor to forecasting, budgeting, reporting, and balance sheet support, and you approach your work with the discipline, clarity, and insight expected of a strategic FP&A leader. You Will: Financial Planning, Forecasting & Reporting Lead the development, consolidation, and delivery of monthly forecasts, annual budgets, and long-range planning models. Prepare and own management reporting packages, financial dashboards, and KPI tracking for GFS leadership. Ensure the accuracy, quality, and timeliness of all financial outputs—supporting a rigorous, data-driven planning process. Maintain and enhance driver-based financial models that connect market conditions, product performance, and business strategy. Strategic Analysis & Decision Support Conduct in-depth financial analyses that evaluate profitability, growth opportunities, risk-adjusted returns, pricing scenarios, and balance sheet impacts. Transform complex financial data into clear recommendations for senior leadership. Support the Director of FP&A in the creation of Board and executive committee materials (ALCO, Pricing, Bank Loan Committee). Analyze macroeconomic and commercial lending trends to inform product and balance sheet strategies. Bank Balance Sheet & Treasury Support Partner with Treasury and the Director of FP&A to evaluate funding costs, liquidity, deposit strategies, and capital deployment decisions. Provide analytical support for balance sheet optimization—spanning asset composition, liability management, and return profiles. Monitor interest rate trends, market benchmarks, and risk factors that affect bank performance. Process, Tools & Operational Excellence Improve and streamline FP&A processes to enhance forecasting speed, accuracy, and insight. Implement automation, data enhancements, and best practices in reporting and analytics. Manage financial systems, data sources, and reporting tools that enable visibility across the bank and broader Pitney Bowes business units. Drive continuous improvement initiatives that elevate the FP&A function as a strategic business partner. Cross-Functional Partnerships & Leadership Act as a key liaison between FP&A and Treasury, Lending, Product, Accounting, and Strategy teams. Support the Director of FP&A in aligning financial objectives with broader organizational strategy.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CFA, or progress toward certification preferred).
- 5–8+ years of progressive experience in FP&A, strategic finance, or corporate finance—ideally within financial services, banking, or lending.
- Strong financial modeling skills with experience analyzing portfolios, balance sheets, capital allocation, and risk-adjusted performance.
Nice To Haves
- MBA, CFA, or progress toward certification preferred
Responsibilities
- Lead the development, consolidation, and delivery of monthly forecasts, annual budgets, and long-range planning models.
- Prepare and own management reporting packages, financial dashboards, and KPI tracking for GFS leadership.
- Ensure the accuracy, quality, and timeliness of all financial outputs—supporting a rigorous, data-driven planning process.
- Maintain and enhance driver-based financial models that connect market conditions, product performance, and business strategy.
- Conduct in-depth financial analyses that evaluate profitability, growth opportunities, risk-adjusted returns, pricing scenarios, and balance sheet impacts.
- Transform complex financial data into clear recommendations for senior leadership.
- Support the Director of FP&A in the creation of Board and executive committee materials (ALCO, Pricing, Bank Loan Committee).
- Analyze macroeconomic and commercial lending trends to inform product and balance sheet strategies.
- Partner with Treasury and the Director of FP&A to evaluate funding costs, liquidity, deposit strategies, and capital deployment decisions.
- Provide analytical support for balance sheet optimization—spanning asset composition, liability management, and return profiles.
- Monitor interest rate trends, market benchmarks, and risk factors that affect bank performance.
- Improve and streamline FP&A processes to enhance forecasting speed, accuracy, and insight.
- Implement automation, data enhancements, and best practices in reporting and analytics.
- Manage financial systems, data sources, and reporting tools that enable visibility across the bank and broader Pitney Bowes business units.
- Drive continuous improvement initiatives that elevate the FP&A function as a strategic business partner.
- Act as a key liaison between FP&A and Treasury, Lending, Product, Accounting, and Strategy teams.
- Support the Director of FP&A in aligning financial objectives with broader organizational strategy.
Benefits
- Provide the opportunity to grow and develop your career
- Offer an inclusive environment that encourages diverse perspectives and ideas
- Deliver challenging and unique opportunities to contribute to the success of a transforming organization
- Offer comprehensive benefits globally (PB Live Well)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
