Financial Planning and Analysis (FP&A) Analyst

Bankwell Financial Group•New Canaan, CT

9d•$90,000 - $105,000•Onsite

About The Position

The Financial Planning & Analysis (FP&A) Analyst plays a critical role in driving financial insight and strategic decision-making across the Bank. Reporting to the Director of FP&A, this position is responsible for delivering accurate, timely, and actionable financial analysis, forecasts, and performance metrics. The Analyst will collaborate cross-functionally to support planning, reporting, and process improvement initiatives that enhance financial transparency and operational efficiency.

Requirements

2–3 years of relevant experience in financial planning, analysis, or corporate finance; banking or financial services experience preferred.
Advanced proficiency in Microsoft Excel , including complex formulas (e.g., VLOOKUP, SUMIFS, IF/AND/OR), pivot tables, and data visualization.
Strong working knowledge of PowerPoint for executive-level presentations.
Exceptional analytical, problem-solving, and decision-making skills.
Clear and effective communication skills, both written and verbal.
Proven ability to build relationships and influence stakeholders at all levels.
High level of integrity, professionalism, and attention to detail.
Bachelor’s degree in Finance, Accounting, Business, or a related field.
Familiarity with Windows-based systems and financial planning software/tools.

Nice To Haves

Experience with budgeting platforms or ERP systems is a plus.

Responsibilities

Assist with the Bank’s annual budgeting and strategic planning processes, ensuring alignment with organizational goals.
Develop and maintain detailed financial models and forecasts, with a strong emphasis on expense management and trend analysis.
Prepare and analyze monthly, quarterly, and annual financial reports for senior leadership, highlighting key variances and business drivers.
Support executive-level presentations , including materials for Board of Directors meetings and investor communications.
Design and implement standardized reporting packages to streamline financial insights across departments.
Identify and execute opportunities to simplify, automate, and enhance existing finance processes and tools.
Ensure accuracy and compliance in financial schedules and analyses as part of the Company’s ICFR/SOX control framework.
Serve as a subject matter expert in budgeting and planning tools, providing guidance and training as needed.
Foster strong partnerships across departments to promote collaboration and a shared understanding of financial performance.
Contribute to ad hoc analysis and special projects , supporting strategic initiatives and business case development.