Financial Planning & Analysis Manager

Position Summary The FP&A Manager will lead key financial planning, budgeting, and forecasting processes for the company and support the continued improvement, automation, and documentation of financial processes. The Manager will be responsible for the creation and consolidation of budgets and forecasts within the financial planning tool and will develop internal reporting, analyze financial performance, build models, and provide actionable insights to Executive Management, Commercial and Consumer leadership, and the Finance, Accounting, Treasury, and Asset Liability Management teams.

Responsibilities may evolve based on business priorities and the needs of the Finance organization.

Duties & Responsibilities Lead key components of the annual budget process by coordinating activities, timelines, assumptions, and deliverables with stakeholders across the business and within FP&ALead the preparation and administration of the financial planning tool for annual budget and recurring forecast cycles, including developing templates, maintaining planning utilities, coordinating timelines, and creating reporting

Evaluate budget and forecast estimates, assumptions, drivers, and calculations for reasonableness and accuracy; develop scenario and sensitivity analyses to identify key risks, opportunities, and potential financial impacts

Develop clear, decision-oriented presentations and supporting analyses for Executive Management and the Board in connection with budget approval, forecast updates, and other financial planning matters

Partner with business lines to interpret financial data, identify performance drivers and trends, and translate analysis into actionable insights that inform business strategy and decision-making

In support of month end processes, manage relevant data, processes and models to ensure outputs are delivered efficiently, accurately, and timely

Manage improvements in reporting and insights through automation

Partner with Treasury and Asset Liability Management to support balance sheet, net interest income, funding, liquidity, and interest-rate-related planning and analysis, as business needs require

Develop procedures and documentation to ensure model risk review requirements are metLead cross-functional initiatives to improve efficiency, data quality, analytics, and decision support; provide subject-matter guidance, review, and knowledge sharing across the FP&A team and with business partners

Education & Experience Knowledge of:

Experience in FP&A including budgeting, forecasting and management reporting

Solid understanding of finance, accounting, information systems and related disciplines

Experience in budgeting and forecasting

Solid knowledge of financial statements

Strong modeling skills

Expert knowledge of financial systems. Knowledge of Axiom is preferred

Proficiency in Microsoft Office products:
Word, Excel, and Outlook, Sequel, and Power BIDemonstrated knowledge and experience with office automation equipment and software, including phones, computers, scanners

Ability to:

Develop and maintain trusted, positive relationships with other employees, clients and vendors

Communicate complex financial information clearly to varied audiences, influence decisions through analysis, manage competing priorities, and collaborate effectively across Finance and business functions

Education & Experience Bachelor’s degree in accounting, finance, economics, business, or a related field, or an equivalent combination of education and significant relevant experience in FP&A, accounting, finance, treasury, or asset liability management

Five or more years of progressively responsible experience in FP&A, accounting, finance, treasury, asset liability management, or financial systems administration;…