Financial Planning & Analysis Analyst

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: Financial Modeling