FP&A Analyst
About The Position
FP&A is a small team that serves as the financial and analytical liaison between the core business units, corporate functions, investor relations, and senior management. It covers a wide variety of responsibilities, including budgeting and forecasting, capital planning, executive reporting, and analysis of new business opportunities. The FP&A Analyst position plays a critical role in managing the Bank’s financial strategy through budgeting, forecasting, profitability analysis, and financial reporting. The FP&A Analyst will partner with senior and executive leadership across the bank to provide strategic insights while maintaining and managing data integrity.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field required
- 0–2 years of experience in finance, accounting, banking, or related field
- Basic financial modeling and analytical skills
- Proficiency in Excel (formulas, pivot tables, data organization)
- Familiarity with financial statements (income statement, balance sheet)
- Strong attention to detail and commitment to accuracy
- Effective communication skills and willingness to learn
- Ability to manage multiple tasks and meet deadlines
- Team-oriented mindset with strong organizational skills
- Analytical thinking and problem solving
- Attention to detail and accuracy
- Intellectual curiosity and willingness to learn
- Collaboration and teamwork
- Accountability and reliability
- Cybersecurity awareness to protect the Bank, its systems, and customers
Nice To Haves
- Internship experience in finance or banking preferred
- Exposure to BI tools (Power BI, Tableau) a plus
Responsibilities
- Support the development of annual budgets and multi-year financial plans.
- Assist in maintaining financial models, including income statement and balance sheet forecasts.
- Gather and validate data inputs and assumptions from business units and subsidiary banks.
- Update forecast models and support monthly reforecast processes.
- Assist in documenting assumptions and ensuring consistency across planning processes.
- Assist in analyzing financial results at the consolidated and bank level.
- Prepare monthly and quarterly variance analyses vs. budget, forecast, and prior periods.
- Support tracking of key performance indicators (KPIs), including ROA, efficiency ratio, and growth metrics.
- Identify basic trends and variances and escalate findings to senior team members.
- Assist with ad hoc analysis related to financial performance, customer trends, or balance sheet activity.
- Support preparation of recurring financial reports for internal management.
- Assist in compiling data and ensuring accuracy of financial reporting packages.
- Help develop standard reports and dashboards under guidance from senior team members.
- Ensure timely and accurate delivery of recurring reports.
- Assist in gathering and organizing data for profitability analysis, including product performance and customer and segment trends.
- Support analysis related to pricing, margins, and business line performance.
- Help maintain and update datasets used in profitability and business analytics.
- Maintain and update financial data files, reports, and models.
- Assist in improving data quality and consistency across reports.
- Support automation and reporting enhancements using Excel and BI tools.
- Participate in system implementation or process improvement initiatives as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
