Financial Planning & Analysis Analyst

On Site Full TimeMassachusetts, United StatesFidelity Bank

Role Overview

Supports financial planning, forecasting, reporting, and performance analysis across a multi-bank holding company.

What You Will Do

Develops annual budgets, builds financial models, analyzes financial results, and prepares management reports.

Why It Might Be a Fit

Requires strong financial modeling and analytical skills, proficiency with Excel, and knowledge of banking financial statements.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • 2+ years of experience in FP&A, corporate finance, banking finance, or related field.
  • Strong financial modeling and analytical skills.
  • Proficiency with Excel; experience with BI tools (Power BI, Tableau) preferred.
  • Knowledge of banking financial statements, regulatory ratios, and bank performance drivers strongly preferred.
  • Excellent communication skills—ability to distill complex information for executives.
  • Strong attention to detail, organization, and cross-functional collaboration.
  • Analytical thinking and problem solving
  • Business and financial acumen specific to banking
  • Ability to manage multiple deadlines
  • Intellectual curiosity and proactive mindset
  • High integrity and commitment to accuracy
  • Cyber security awareness to protect the digital environment, the Bank, and customers.

Tagged as:

To apply for this job please visit recruiting.ultipro.com.

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