Financial Planning & Analysis Manager

Tri Counties Bank•Roseville, CA

13d

About The Position

The FP&A Manager is responsible for the Enterprise Performance Management (EPM) system (Axiom) and the financial reporting deliverables it supports. This includes ownership of the annual budget, profitability programs, periodic reforecasting, and management financial performance reporting. The role provides insights into financial results and supports strategic decision-making across the organization.

Requirements

Bachelor’s Degree in Finance, Accounting, Economics, or related field
5 – 8 years of experience in FP&A, accounting, and/or financial reporting within the banking industry (including credit union experience)
1 – 3 years of prior experience leading the FP&A discipline required; direct management of team members preferred
Proven experience in FP&A, financial modeling, and business analysis.
Proficiency in analytical techniques and tools, including Excel, data visualization (e.g., Power BI), and planning applications.
Extensive experience in budgeting, forecasting, and performance reporting.
Advanced communication skills with the ability to present to and influence senior leadership and manage stakeholder expectations.

Nice To Haves

CPA or CFA certification

Responsibilities

Lead the annual budget and periodic reforecasting processes, collaborating with department leaders to build and track financial targets.
Administer the Enterprise Performance Management (EPM) environment, continuously improving system capabilities to maximize efficiency and automation.
Analyze total bank and business line trends, explaining the “why” behind financial results and identifying areas of opportunity or risk.
Oversee a team of financial analysts and related deliverables, ensuring high-quality analysis and data integrity.
Design financial evaluations for new initiatives and track Key Performance Indicators (KPIs) to support strategic growth.
Develop and maintain complex financial models and scenario analyses.