Financial Planning & Analysis Senior Analyst – Workforce Planning

Summary

The Financial Planning and Analysis Senior Analyst will be responsible for providing forecasts and financial analysis. This position will partner with Finance and Business Partners to develop detailed budgets and forecasts, track and report performance against budgets, and support key constituents in the understanding of their financial results.

• Provides financial products and services and acts as a business advisor and partner to various business units.
• Initiates, collects, compiles, and integrates business data to inform forecasts and budgets.
• Executes variance analysis and provides understanding of operational and financial performance to senior leadership.
• Makes recommendations for business unit/program's financial and performance improvements.
• Leads and supports development of business cases using appropriate financial indices and coordination with other stakeholders.
• Utilizes insightful analysis to support decision making and help drive business results.
• Assists in the development and improvement of internal senior leadership reports.
• Leads the annual budget process for FTE and workforce planning across the organization.
• Partners with business units, HR, and Finance leadership to ensure alignment between workforce plans and financial targets.
• Prepares and delivers monthly workforce and budget reporting to business unit leaders, HR, and Finance.
• Analyzes FTE trends, labor costs, and variances, providing actionable insights to stakeholders.
• Creates and maintains bank board reporting related to workforce planning, FTE, and incentive programs.
• Supports incentive plans from a reporting and validation standpoint.
• Validates and monitors incentive plan performance in calculations and payouts.

• Proficient in Microsoft Excel and advanced understanding of forecast modeling.

Bachelor’s Degree required.

4-6 years experience in finance, accounting, business, or a related role required.

• Certified Public Accountant preferred.
• Chartered Finance Analyst preferred.

The job requires frequent sitting, frequent standing, occasional noise, moderate. Typical work hours Monday-Friday 8-5. Regular and predictable attendance required.

First Interstate Bank is an equal opportunity employer committed to a diverse workforce and a barrier‑free employment process. Employment is based solely on an individual’s merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition or any other characteristics protected by law.

We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws.