Financial Analyst - Strategic Planning

Regions Bank•Birmingham, AL

1d•Onsite

About The Position

At Regions, the Strategic Planning Analyst assists management with the development of the enterprise-wide strategic plan that reinforces our culture, provides clear business goals, and drives innovations while ensuring that our financial and strategic objectives are achieved. Supports the leadership team in the strategic planning process including organizing and executing the strategic plan. Supports efforts to partner with corporate business units, business segments and support groups to execute the strategic planning process and achieve strategic objectives.

Requirements

Bachelor’s degree in Business, Finance, or a related field
Two (2) years of experience in financial services

Nice To Haves

Master’s degree
Strong strategic thinking
Solid financial and business acumen
Advanced proficiency in Microsoft Excel and PowerPoint
Experience with financial and analytical tools, including Essbase, Power BI (PBI), and Tableau

Responsibilities

Assists with strategic and ad hoc analysis on the industry, markets, peers, etc. to support senior management as well as strategic planning and execution
Aids in the continued development and articulation of the bank’s key differentiating factors, opportunities, and threats in the marketplace
Analyzes group and business-level plans
Compiles financial information and market analyses to prepare for appropriate meeting materials and make relevant recommendations to senior management
Communicates self-generated information as well as compile, edit, and format content provided by others in the department
Assists with management of strategic relationships including those related to equity investment strategies to identify opportunities for long term benefit to the company’s overall strategic plan
Works with Corporate Development on strategic analysis related to Mergers & Acquisitions (M&A) and other strategic topics
Keeps detailed records to maintain the department's compliance
Works independently with guidance in moderate to highly complex situations