Senior Manager, Financial Planning & Analysis
About The Position
As a Senior Manager, Financial Reporting, you will be responsible for leading the development, accuracy, and delivery of all enterprise-level management reporting. This includes monthly, quarterly, and ad-hoc reporting packages for executive leadership and the Board of Directors. You will play a critical role in shaping the financial narrative of the bank by consolidating financial results, identifying key performance drivers, and delivering insights that support strategic decision-making. You will also oversee the preparation of Board materials, support strategic planning efforts, and drive continuous improvement in reporting processes and data governance. Success in this role requires strong analytical capabilities, attention to detail, and the ability to communicate complex financial information clearly and effectively.
Requirements
- 7+ years of related experience in Financial Analysis, Accounting, Finance (GL Mgmt., Public Reporting, Analysis) or similar field.
- Bachelor's degree in related field required; Masters or MBA in related field preferred.
- Previous leadership experience required.
- Advanced to expert knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Advanced to expert knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Advanced to expert knowledge of Microsoft Office with advanced Excel capabilities including Pivot Tables, SUMPRODUCT, INDEX/MATCH, etc.
- Advanced to expert knowledge of financial planning and analysis concepts, financial reporting and disclosure concepts.
- Presentation of information and reports.
- Expert speaking and writing communication skills.
Nice To Haves
- Certified Public Accountant preferred.
- Chartered Financial Analysts preferred.
Responsibilities
- Own and deliver all monthly, quarterly, and ad-hoc management reporting packages for executive leadership.
- Lead the preparation and coordination of Board of Directors financial presentations.
- Partner closely with Investor Relations to ensure alignment between internal reporting and external disclosures.
- Consolidate financial results across business units and analyze key performance drivers.
- Develop and maintain reporting templates and dashboards to support strategic planning and performance tracking.
- Ensure accuracy, consistency, and timeliness of financial data used in reporting and presentations.
- Identify and implement process improvements to enhance reporting efficiency and data governance.
- Support senior leadership with ad-hoc financial analysis and insights to inform decision-making.
Benefits
- We offer all the important things you'd want — like 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, and a wellness program.
- In addition, you’ll have the 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!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
