Senior Manager, Bank Financial Planning & Analysis

Role Overview

The Senior Manager, Bank FP&A is a Utah-based leadership role responsible for establishing and leading PayPal Bank’s financial planning and analysis capability. Reporting to the PayPal Bank CFO, the role owns the Bank’s standalone financial forecast, annual operating plan, long-range plan, product profitability analysis, net interest income forecasting, management reporting, and scenario analysis.

What You Will Do

Essential responsibilities include business partnering with leaders and VPs, building and retaining a strong team, overseeing month-end close and reporting activities, driving continuous process improvements, providing analysis and recommendations to leadership groups, and ensuring strict adherence to corporate policies and GAAP regulations.

Why It Might Be a Fit

The role requires a strong understanding of bank financial statements, net interest income, deposit economics, operating expenses, and forecast-to-actual analysis, as well as experience working in a regulated environment with strong documentation, controls, cross-functional collaboration, and governance discipline.

Requirements

• 8+ years relevant experience
• Bachelor’s degree
• Experience in bank FP&A, strategic finance, business finance, product finance, or financial planning within banking, fintech, payments, or financial services
• Strong understanding of bank financial statements, net interest income, deposit economics, operating expenses, and forecast-to-actual analysis
• Ability to build financial models, manage forecast assumptions, explain variances, and prepare executive-ready materials
• Experience working in a regulated environment with strong documentation, controls, cross-functional collaboration, and governance discipline
• Experience with de novo bank formation, industrial banks, bank subsidiaries, or regulated legal-entity finance environments preferred
• Familiarity with deposit product economics, funds transfer pricing, bank business plan submissions, or regulatory examination readiness preferred
• Knowledge of Empyrean or similar bank forecasting and funds transfer pricing tools preferred
• Experience with enterprise planning, data warehouses, business intelligence/reporting, bank core systems, or subledger data environments
• MBA, CPA, CFA, or other relevant advanced degree or professional certification preferred

Benefits

• Annual performance bonus
• Equity
• Other incentive compensation
• Comprehensive, choice-based programs to support personal wellbeing
• Generous paid time off
• Healthcare coverage for you and your family
• Resources to create financial security and support your mental health

Tagged as: Financial Modeling