About The Position

As a Financial Planning and Analysis Senior Manager you'll take on the role of a key strategic financial partner, leading financial planning and driving financial performance for one or multiple Lines of Business (LOB) or functional areas. You'll provide strategic financial insight to senior leadership. Oversee all Line of Business (LOB) or functional area planning, budgeting, forecasting, financial reporting and financial analysis processes. Partner with senior leadership to develop and implement financial strategies which drive business performance and improve operational efficiencies. Provide in-depth analysis of financial trends, risks, and opportunities. Enhance and implement financial models to drive business insights. May supervise a team of financial analysts and/or managers.

Requirements

  • 7+ 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 required
  • Advanced to expert knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services
  • Advanced to expert knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
  • Advanced to expert knowledge of Microsoft Office with advanced Excel capabilities including Pivot Tables, SUMPRODUCT, INDEX/MATCH, etc
  • Advanced to expert knowledge of financial planning and analysis concepts, financial reporting and disclosure concepts
  • Presentation of information and reports
  • Expert speaking and writing communication skills

Nice To Haves

  • Certified Public Accountant preferred
  • Chartered Financial Analysts preferred

Responsibilities

  • leading financial planning
  • driving financial performance for one or multiple Lines of Business (LOB) or functional areas
  • providing strategic financial insight to senior leadership
  • overseeing all Line of Business (LOB) or functional area planning, budgeting, forecasting, financial reporting and financial analysis processes
  • partnering with senior leadership to develop and implement financial strategies which drive business performance and improve operational efficiencies
  • providing in-depth analysis of financial trends, risks, and opportunities
  • enhancing and implementing financial models to drive business insights
  • supervising a team of financial analysts and/or managers

Benefits

  • 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
  • a wellness program
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