Senior Financial Analyst - FP&A

First Citizens Bank • Raleigh, NC

5d • Hybrid

About The Position

The Senior Financial Analyst is part of the Financial Planning & Analysis team and provides financial support to First Citizens Bank’s Enterprise Technology and Operations organization (ET&O), including Technology, Operations, Enterprise Digital, Enterprise Data, Enterprise Cybersecurity, and other groups. The role partners with leadership on budgeting, forecasting, month-end close, allocations, and analysis projects in support of senior leadership. It recommends improvements to procedures, plans, and controls to achieve financial objectives and assists with implementing approved enhancements.

This is a hybrid position based in Raleigh, North Carolina, or Phoenix, Arizona, with work regularly taking place both inside and outside a company office. The stated base pay range is $93,886 to $125,181. Starting base pay depends on skills, experience, location, and other permitted factors. Some roles may also include variable incentives, bonuses, benefits, and/or other awards.

Requirements

• Bachelor’s degree and 6 years of experience in Finance or Analytics, or a high school diploma or GED and 10 years of experience in Finance or Analytics.
• Analytical skills with data.
• Productive relationship-building skills.
• Written and verbal communication skills.
• Data financial reporting skills.
• Profitability analysis skills.
• Strong work ethic and ability to work independently with limited management supervision.
• Ability to complete responsibilities as part of a team and engage business partners with a friendly, service-oriented attitude.
• Attention to detail when applying the organization’s accounting policies and procedures.
• Ability to communicate clearly and work effectively in a complex work environment, including with senior partners and varied groups such as FP&A and accounting teams.
• Understanding of project accounting and project financial reporting.
• Ability to handle several responsibilities simultaneously without loss of productivity or quality.

Nice To Haves

• 6 or more years of FP&A experience, including development and/or direct management of driver-based forecasting and allocations.
• Experience with Hyperion Essbase and advanced Excel skills.
• Experience supporting enterprise agile teams.
• VMO Practitioner certification.
• Certified Agile Leader 1 certification.

Responsibilities

• Assist with preparing budgets and forecasts by working with leadership to gather required information.
• Maintain financial models for forecasting, ensuring they reflect current trends and projected impacts.
• Conduct trend analysis to identify risks and opportunities and provide actionable insights to management.
• Monitor budget performance and update leadership on variances and needed adjustments.
• Produce reports based on data analysis, company trends, and financial processes; communicate patterns, problems, and improvement opportunities.
• Conduct internal reporting projects and potentially develop process enhancements based on reporting.
• Provide advanced financial and analytical support to management, associates, and other key groups.
• Direct information and process updates across systems.
• Serve as an analytics resource to the wider organization or business units, offering guidance and participating in strategic initiatives.
• Prepare documentation, presentations, and other materials for business purposes as needed.
• Track performance across assigned systems, products, business units, and projects, identifying issues that limit potential gains.
• Recommend workflow changes to achieve financial goals or minimize financial impact.
• Assist management with implementing recommended changes and ensuring compliance.

Benefits

• Competitive benefits program; details are available on the company’s benefits website.
• Some roles may include variable incentives, bonuses, benefits, and/or other awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior