Financial Planning & Analysis Manager

Busey Bank • Leawood, KS

24d

About The Position

The FP&A Manager leads key financial planning, budgeting, and forecasting processes and supports the continued improvement, automation, and documentation of financial processes. The role creates and consolidates budgets and forecasts in the financial planning tool, develops internal reporting, analyzes financial performance, builds models, and provides actionable insights to Executive Management, Commercial and Consumer leadership, and Finance, Accounting, Treasury, and Asset Liability Management teams. Responsibilities may evolve based on business priorities and the needs of the Finance organization.

Requirements

• Bachelor’s degree in accounting, finance, economics, business, or a related field, or an equivalent combination of education and significant relevant experience in FP&A, accounting, finance, treasury, or asset liability management.
• Five or more years of progressively responsible experience in FP&A, accounting, finance, treasury, asset liability management, or financial systems administration.
• Experience in FP&A, including budgeting, forecasting, and management reporting.
• Solid understanding of finance, accounting, information systems, and related disciplines.
• Experience in budgeting and forecasting.
• Solid knowledge of financial statements and strong financial modeling skills.
• Expert knowledge of financial systems.
• Proficiency with Microsoft Office products, including Word, Excel, and Outlook; Sequel; and Power BI.
• Knowledge and experience with office automation equipment and software, including phones, computers, and scanners.
• Ability to develop and maintain trusted, positive relationships with employees, clients, and vendors.
• Ability to communicate complex financial information clearly to varied audiences, influence decisions through analysis, manage competing priorities, and collaborate effectively across Finance and business functions.

Nice To Haves

• Knowledge of Axiom is preferred.
• Financial services or banking experience is preferred.

Responsibilities

• Lead components of the annual budget process, coordinating activities, timelines, assumptions, and deliverables with stakeholders across the business and within FP&A.
• Prepare and administer the financial planning tool for annual budget and recurring forecast cycles, including developing templates, maintaining planning utilities, coordinating timelines, and creating reporting.
• Evaluate budget and forecast estimates, assumptions, drivers, and calculations for reasonableness and accuracy; develop scenario and sensitivity analyses to identify risks, opportunities, and potential financial impacts.
• Develop decision-oriented presentations and supporting analyses for Executive Management and the Board relating to budget approval, forecast updates, and other financial planning matters.
• Partner with business lines to interpret financial data, identify performance drivers and trends, and translate analysis into actionable insights that inform strategy and decisions.
• Manage relevant data, processes, and models in support of month-end processes to ensure outputs are efficient, accurate, and timely.
• Improve reporting and insights through automation.
• Partner with Treasury and Asset Liability Management on balance sheet, net interest income, funding, liquidity, and interest-rate-related planning and analysis as business needs require.
• Develop procedures and documentation to meet model risk review requirements.
• Lead cross-functional initiatives to improve efficiency, data quality, analytics, and decision support; provide subject-matter guidance, review, and knowledge sharing across FP&A and with business partners.

Benefits

• 401(k) match
• Profit sharing
• Employee stock purchase plan
• Paid time off
• Medical, dental, and vision benefits
• Company-paid life insurance and long-term disability
• Supplemental voluntary life insurance
• Short-term and long-term disability
• Wellness incentives
• Employee assistance program
• Pre-tax health savings accounts and flexible spending accounts for eligible associates
• Role may be eligible for a bonus or incentives based on company and individual performance

What This Job Offers

• Job Type: Full-time
• Career Level: Manager