FP&A Manager

Role Overview

Financial Planning and Analysis manager translates financial data into performance metrics to assist the Bank in achieving its financial goals. The FP&A manager plays key roles in the Bank’s annual budget process, forecasting process, and line of business profitability analysis.

What You Will Do

Develops complex financial models, provides budgeting and forecasting support, and reviews reports on historical and future trends in performance and returns. Prepares accurate board and management reporting, company metrics, and competitive benchmarking.

Why It Might Be a Fit

Requires 5 years of related experience with financial institutions in Finance/Accounting, with FP&A specific experience preferred. Strong understanding of bank FTP, capital, and cost allocation methodologies is required.

Requirements

• 5 years of related experience with financial institutions in Finance/Accounting
• FP&A specific experience preferred
• MBA or Master’s Degree in Finance or Accounting strongly preferred
• Strong understanding of bank FTP, capital, and cost allocation methodologies
• Advanced financial modeling experience required
• Advanced Excel and PowerPoint skills required
• Experience with Axiom Financial Reporting preferred
• Ability to extract and analyze data from various sources required
• SQL and Microsoft Excel Power Query preferred