Associate Vice President Manager, Financial Planning & Analysis

Associate Vice President Manager, Financial Planning & Analysis

About the Company

Reputable financial services provider

Industry
Financial Services

Type
Non Profit

Founded
1962

Employees
501-1000

Specialties

• loans
• checking
• mortgages
• online services
• savings
• share certificate
• construction loans
• auto loans
• and credit card

About the Role

The Company is seeking an AVP Manager for Financial Planning and Analysis to join their dynamic team. The successful candidate will be a key partner in leading the organization's financial planning, forecasting, modeling, and performance analysis activities. This role is pivotal in delivering accurate and timely financial insights that support decision-making and long-term strategy. The AVP Manager will be responsible for developing forward-looking financial plans, conducting variance and trend analyses, and providing data-driven guidance to enhance financial discipline and inform resource allocation. A strong focus on collaboration with business units to drive performance and optimize financial outcomes in alignment with strategic goals is essential.

Applicants must have a bachelor's degree in finance, accounting, or a related field, with at least 7 years' experience in progressively responsible accounting or finance roles, including a minimum of 1 year in a supervisory or senior-level capacity. Experience in FP&A within financial institutions is preferred. The role requires demonstrated leadership abilities, exceptional communication skills, advanced analytical and problem-solving skills, and expertise in financial modeling and Excel. Proficiency in financial planning systems, ERP platforms, and data analysis and visualization tools is also necessary. The ideal candidate will have a strong understanding of GAAP and financial reporting principles and the ability to connect accounting outcomes to broader business strategies. Professional certifications such as CPA, CMA, CFA, or FPAC are preferred.

Functions

• Finance

Confidential

Tagged as: Data Analysis, Data Visualization, Excel, Financial Modeling, Forecasting