Financial Planning & Analysis Officer VP
About The Position
First Bankers Trust Company is seeking an experienced Financial Planning & Analysis Officer to drive data-informed decision-making through advanced financial analysis, modeling, and strategic insights that support organizational performance. The Financial Planning & Analysis (FP&A) Officer plays a key role in supporting the bank’s financial performance, strategic planning, and decision-making processes. This position is responsible for analyzing financial and operating data, monitoring performance against budgets and forecasts, and supporting short-term and long-term financial planning activities. The FP&A Officer partners with executive leadership and department managers to translate financial information into actionable insights.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 7-10 years of experience in financial analysis, FP&A, accounting, or related roles.
- Strong analytical, financial modeling, and Excel skills.
- Ability to synthesize complex data into actionable insights.
- Strong written and verbal communication skills.
Nice To Haves
- Experience in banking or financial services.
- Familiarity with ALCO, interest rate risk modeling, and balance sheet management practices.
- Experience with budgeting, forecasting, and long-range planning in a regulated environment.
- CPA, CFA, or MBA (preferred but not required).
- Experience with planning systems implementations is a plus
- Experience supporting Executive or Board-level reporting.
Responsibilities
- Analyze bank-wide and departmental financial and operating results, including trends, variances, and key performance indicators (KPIs).
- Monitor actual performance against budgets, forecasts, and strategic plans; identify drivers of variance and emerging risks or opportunities and perform periodic reviews with department leaders.
- Support profitability, expense, and performance analysis by product, line of business, branch, or other relevant dimensions.
- Lead the annual budgeting process, including coordination with department leaders to gather assumptions, projections, and supporting documentation.
- Prepare rolling forecasts, scenario analyses, and long-range financial models to support short-term and long-term planning.
- Consolidate operating and financial projections into cohesive financial plans aligned with the bank’s strategic objectives.
- Gather, validate, organize, and document financial and operational data from multiple systems and sources.
- Prepare clear, accurate, and timely financial reports, dashboards, and presentations for management, executive leadership, committees, and the Board as needed.
- Translate complex financial information into actionable insights and recommendations for non-financial audiences.
- Partner with business line leaders to support financial decision-making, new initiatives, pricing considerations, and investment decisions.
- Provide analytical support for strategic initiatives, business cases, and ad hoc projects.
- Maintain documentation of financial models, assumptions, and methodologies to ensure consistency, transparency, and auditability.
- Identify opportunities to improve financial planning, forecasting, reporting, and analytical processes.
- Support data integrity, internal controls, and consistency across financial reports and models.
- Assist with system enhancements, reporting automation, and process standardization initiatives.
Benefits
- Medical, dental, and vision insurance
- Employer-sponsored retirement plan with company match and profit sharing
- Paid time off, paid holidays, and additional leave benefits
- 12 hours of volunteering time off per year to help make a difference in your community
- Life and disability insurance
- Employee wellness and assistance programs
- Professional development and growth opportunities
- Opportunity to participate in special interest groups, such as Young Professionals, or one of our Employee Resource Groups
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
51-100 employees
