Financial Analyst - Strategic Planning

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Job Description

At Regions, the Strategic Planning Analyst assists management with the development of the enterprise-wide strategic plan that reinforces our culture, provides clear business goals, and drives innovations while ensuring that our financial and strategic objectives are achieved. Supports the leadership team in the strategic planning process including organizing and executing the strategic plan. Supports efforts to partner with corporate business units, business segments and support groups to execute the strategic planning process and achieve strategic objectives.

Primary Responsibilities

• Assists with strategic and ad hoc analysis on the industry, markets, peers, etc. to support senior management as well as strategic planning and execution
• Aids in the continued development and articulation of the bank’s key differentiating factors, opportunities, and threats in the marketplace
• Analyzes group and business-level plans
• Compiles financial information and market analyses to prepare for appropriate meeting materials and make relevant recommendations to senior management
• Communicates self-generated information as well as compile, edit, and format content provided by others in the department
• Assists with management of strategic relationships including those related to equity investment strategies to identify opportunities for long term benefit to the company’s overall strategic plan
• Works with Corporate Development on strategic analysis related to Mergers & Acquisitions (M&A) and other strategic topics
• Keeps detailed records to maintain the department's compliance
• Works independently with guidance in moderate to highly complex situations

• Bachelor’s degree in Business, Finance, or a related field
• Two (2) years of experience in financial services

• Master’s degree

• Ability to research, analyze data, and derive facts
• Ability to work individually and collaboratively
• Ability to work under pressure and meet deadlines
• Intermediate financial acumen including understanding of financial statements and profitability concepts
• Strong ability to work with Microsoft Office Excel and Power Point
• Strong organizational skills with the ability to manage multiple projects at the same
• Strong verbal and written communication skills
• Strong work ethic and self-motivated

• Strong strategic thinking
• Solid financial and business acumen
• Advanced proficiency in Microsoft Excel and Power Point
• Experience with financial and analytical tools, including Essbase, Power BI (PBI), and Tableau