FP&A Director

Pitney Bowes • Crystal Lake, IA

4d • Hybrid

About The Position

As the Director of FP&A at Pitney Bowes Bank, you will play a pivotal role in shaping the financial strategy of a sophisticated, high-growth financial services organization. Reporting directly to the Chief Financial Officer (CFO), you will be responsible for driving financial planning, forecasting, and performance analytics to support executive decision-making across a variety of complex areas including investment strategy, liabilities management, and origination strategy. This role demands a visionary finance leader who can navigate the complexities of our premier Industrial Loan Company (ILC), which manages $800MM+ in assets and continues to expand. You will be instrumental in optimizing financial outcomes, driving revenue growth, and ensuring financial resilience as we scale. You will advise leadership on macroeconomic trends across commercial banking, Treasury, and industrials and help translate these dynamics into strategic actions. You will serve as a key strategic advisor to the CFO and senior leadership, providing deep financial expertise and insight into capital allocation, risk management, and operational efficiency. Your influence will extend beyond traditional FP&A, directly impacting banking strategy, investment decisions, and corporate governance at the highest levels, and you will play an active role in both Bank Board and ALCO presentations and decision-making.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).
• 10+ years of progressive experience in FP&A, corporate finance, or strategic finance roles with deep expertise in banking including: commercial lending products, balance sheet management, capital allocation, and macro-economic dynamics.
• Proven track record in leadership roles, driving financial performance and strategic decision-making.
• Experience in financial modeling, forecasting, and performance analytics, with a strong ability to translate complex data into actionable insights that drive leadership strategy.
• Proficiency in corporate governance, internal controls, and regulatory considerations affecting financial institutions.
• Exceptional communication skills, with the ability to influence senior executives, present to Boards, and drive cross-functional collaboration.
• Project management expertise, with a history of leading transformative initiatives and driving operational improvements.
• Must be legally authorized to work in the US.
• Employer will not sponsor position for employment visa status now or in the future (ex. H-1B).

Nice To Haves

• MBA or CFA preferred

Responsibilities

• Lead and elevate the FP&A function, driving financial excellence, forecasting accuracy, and analytical depth to support strategic decision-making.
• Serve as a trusted thought partner to the CFO, shaping long-term financial strategies, capital planning, and risk management approaches that reflects a deep understanding of macro-economic, regulatory, financial services cross-currents.
• Partner with senior leadership across business units, ensuring alignment between financial goals and corporate strategy.
• Develop and deliver high-impact presentations for executive committees (Pricing, ALCO, Bank Loan) and the Bank Board of Directors and provide recommendations on strategic decision-making and scenario design.
• Define and implement robust financial frameworks and KPIs to measure performance and enhance financial visibility across the organization.
• Spearhead financial initiatives that drive outcomes for the entire business, including pricing strategies that align with market-benchmarks and regulatory frameworks, liability management that enhances the value of the bank, and originations strategy for a variety of complex financial products that are new to Pitney Bowes.
• Partner with the Pitney Bowes Bank CEO and CFO to develop core strategic goals for products, liabilities, and investments and translate into financial modeling and KPI monitoring
• Architect and manage the financial forecasting, budgeting, and strategic planning processes, ensuring accuracy, timeliness, and alignment with corporate objectives.
• Own the production, validation, and presentation of financial models, scenario analyses, and performance reports that align with strategic objectives and reflect robust understanding of macro-economic dynamics and commercial lending trends for leadership.
• Drive continuous enhancement of FP&A processes and technology, leveraging automation, advanced analytics, and industry best practices.
• Lead complex financial analyses to uncover growth opportunities, profitability drivers, and operational efficiencies.
• Oversee the strategic enhancement and optimization of the PB Bank Balance Sheet, including asset portfolio composition, deposit strategy, and capital investments.
• Partner with the CFO and Treasury to optimize capital structure, cost of funds, and margin-enhancing strategies, ensuring financial stability and regulatory compliance.
• Play a critical role in bank capital allocation strategy, overseeing investments in infrastructure, technology, and operational capabilities.

Benefits

• Provide the opportunity to grow and develop your career
• Offer an inclusive environment that encourages diverse perspectives and ideas
• Deliver challenging and unique opportunities to contribute to the success of a transforming organization
• Offer comprehensive benefits globally (PB Live Well)

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees