Senior Finance & Planning Analyst

Fidelity Bank • Scranton, PA

1d • Onsite

About The Position

The Senior Finance & Planning Analyst plays a key role in supporting Fidelity Bank's financial planning, reporting, forecasting, and strategic decision-making processes. This position is responsible for analyzing financial performance, developing budgets and forecasts, preparing management and regulatory reporting, and providing actionable insights to senior leadership. The role also supports asset/liability management activities, financial modeling, and business case analysis while driving process improvements through the use of AI and automation tools. Working collaboratively across the organization, the Senior Finance & Planning Analyst helps ensure the accuracy, integrity, and efficiency of financial information while contributing to the Bank's overall financial strategy, regulatory compliance, and operational goals.

Requirements

• Analysis of financial performance
• Development of budgets and forecasts
• Preparation of management and regulatory reporting
• Asset/liability management activities
• Financial modeling
• Business case analysis
• Process improvements through AI and automation tools
• Accuracy, integrity, and efficiency of financial information
• Contribution to overall financial strategy, regulatory compliance, and operational goals

Responsibilities

• Prepare and analyze financial reports, budgets, forecasts, and performance metrics.
• Conduct variance, trend, ratio, and financial modeling analyses to support management decision-making.
• Support regulatory, SEC, and internal financial reporting requirements.
• Develop business case, cost-benefit, scenario, and feasibility analyses.
• Assist with asset/liability management reporting and financial planning initiatives.
• Leverage AI and automation tools to improve finance processes, reporting accuracy, and operational efficiency.
• Maintain financial controls, validate data integrity, and ensure compliance with regulatory and accounting standards.
• Collaborate with business leaders, auditors, examiners, and internal stakeholders to provide financial insights and support strategic initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed