Senior Financial Planning and Analysis Analyst

Western Alliance Bank • Chandler, AZ

1d

About The Position

As a Sr. Financial Planning Analyst, you will be a trusted finance partner to managers within specified business line(s) and will be responsible for ensuring the accuracy and integrity of the financial planning and analysis process. You’ll lead in providing annual budget and monthly forecast cycles, periodic (monthly, quarterly and ad-hoc) management reporting, maintenance and control of our management reporting data, ad hoc analysis as needed, including competitive analysis, M&A analysis and strategic planning. You'll be responsible for obtaining feedback from the business units about current and future performance; calculating and predicting future income statement, balance sheet, and non-financial line-items; creation, maintenance and presentation of budget/forecast packages to business line management. You'll be responsible for investigation and resolution of variances (corrective action, recommendations and documentation). Responsible for supporting assigned lines of business with the Financial Planning and Analysis processes including maintenance and reporting of accurate and timely monthly financial forecasts and development of annual budgets. Has a specific focus on obtaining feedback from the business units about current and future performance; calculating and predicting future income statement, balance sheet, and non-financial line-items; creation, maintenance and presentation of budget/forecast packages to business line management. Supports the business in analyzing trends in data and clearly present findings, recommendations and conclusions. Develops reports periodically around various business performance metrics representative of the banking sector or specific division for both financial and non-financial lines. Responsible for efficiently leveraging data resources to both load and report financial and non-financial information related to forecasting, budgeting and analysis. Assist in the development of financial performance reports by transforming data into actionable and value-added metrics and analysis, packaged into an easily consumable format. Also responsible for maintenance and control of management reporting data including uploading Budgets and Forecasts to core databases and producing and maintaining reports on the SharePoint site. Reporting will be for all levels of the Bank from the Board of Directors to the business line management. Leads as an internal consultant and subject matter expert by establishing oneself as a single point of contact for any finance related matters. Effective communication with Accounting, Financial systems team and businesses supported to identify needs and report unexpected variances. Demonstrate high levels of intellectual curiosity as it relates performance drivers of specified line of business(es) and ability to aggregate disparate pieces of information into a cohesive message. Assists in the development of documents and competitive intelligence reports through leveraging SNL financials to be reviewed by senior leadership and the Board of Directors. Responsible for ad hoc analysis as needed, including competitive analysis, M&A analysis, reporting performance and strategic planning. Supports cost center maintenance and upkeep of policies and procedures.

Requirements

• 5+ years of Finance experience
• Bachelor’s degree in Business, preferably in Accounting or Finance
• Advanced Excel knowledge required, strong Word and PowerPoint skills
• Demonstrated financial modeling skills required, experience developing financial reports and metrics
• Interpersonal and communication skills with the ability to interact with various management levels
• Ability to manage multiple tasks and adapt to a changing, fast-paced environment
• Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture

Nice To Haves

• Working knowledge of SQL and/or SAS preferred knowledge of reporting and business intelligence tools preferred (e.g., Tableau)

Responsibilities

• Providing annual budget and monthly forecast cycles
• Periodic (monthly, quarterly and ad-hoc) management reporting
• Maintenance and control of our management reporting data
• Ad hoc analysis as needed, including competitive analysis, M&A analysis and strategic planning
• Obtaining feedback from the business units about current and future performance
• Calculating and predicting future income statement, balance sheet, and non-financial line-items
• Creation, maintenance and presentation of budget/forecast packages to business line management
• Investigation and resolution of variances (corrective action, recommendations and documentation)
• Supporting assigned lines of business with the Financial Planning and Analysis processes including maintenance and reporting of accurate and timely monthly financial forecasts and development of annual budgets
• Analyzing trends in data and clearly present findings, recommendations and conclusions
• Developing reports periodically around various business performance metrics representative of the banking sector or specific division for both financial and non-financial lines
• Efficiently leveraging data resources to both load and report financial and non-financial information related to forecasting, budgeting and analysis
• Assisting in the development of financial performance reports by transforming data into actionable and value-added metrics and analysis, packaged into an easily consumable format
• Maintenance and control of management reporting data including uploading Budgets and Forecasts to core databases and producing and maintaining reports on the SharePoint site
• Leading as an internal consultant and subject matter expert by establishing oneself as a single point of contact for any finance related matters
• Effective communication with Accounting, Financial systems team and businesses supported to identify needs and report unexpected variances
• Demonstrating high levels of intellectual curiosity as it relates performance drivers of specified line of business(es) and ability to aggregate disparate pieces of information into a cohesive message
• Assisting in the development of documents and competitive intelligence reports through leveraging SNL financials to be reviewed by senior leadership and the Board of Directors
• Supporting cost center maintenance and upkeep of policies and procedures

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
• opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

What This Job Offers

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