About The Position

As a Financial Planning and Analysis Manager you'll oversee financial planning, budgeting, and reporting processes within a Line of Business (LOB) or functional area. You'll provide strategic financial insight to senior leadership. Manage the budgeting, forecasting, financial planning and management reporting processes across one or multiple areas within a Line of Business (LOB) or functional area. Provide financial insights and recommendations to support decision making through analyzing key performance indicators (KPIs) and trends to identify business opportunities and risks. Coordinate with business leaders to align financial goals with strategic objectives. Develop and refine financial models for scenario analysis and long-term planning. May supervise a team of financial analysts.

Requirements

  • 5+ years of related experience in Financial Analysis, Accounting, Finance (GL Mgmt., Public Reporting, Analysis) or similar field.
  • Bachelor's degree in related field required; Masters or MBA in related field preferred.
  • Previous leadership experience preferred.
  • Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Advanced knowledge of Microsoft Office with advanced Excel capabilities including Pivot Tables, SUMPRODUCT, INDEX/MATCH, etc.
  • Advanced knowledge of financial planning and analysis concepts, financial reporting and disclosure concepts.
  • Presentation of information and reports.
  • Advanced speaking and writing communication skills.

Nice To Haves

  • Certified Public Accountant preferred.
  • Chartered Financial Analysts preferred.

Responsibilities

  • Oversee financial planning, budgeting, and reporting processes within a Line of Business (LOB) or functional area.
  • Provide strategic financial insight to senior leadership.
  • Manage the budgeting, forecasting, financial planning and management reporting processes across one or multiple areas within a Line of Business (LOB) or functional area.
  • Provide financial insights and recommendations to support decision making through analyzing key performance indicators (KPIs) and trends to identify business opportunities and risks.
  • Coordinate with business leaders to align financial goals with strategic objectives.
  • Develop and refine financial models for scenario analysis and long-term planning.
  • May supervise a team of financial analysts.

Benefits

  • We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program.
  • In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
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