Associate, Financial Planning & Analysis

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. The incumbent will provide well‑analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures.

• Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure.

• Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making.

• Influences others regarding FP&A process policies, procedures, and practices.

• Recommends industry and peer data sources to enhance reporting with benchmarks to support business cases.

• Coaches and reviews the work of lower level professional to help execute the financial management function.

• Implements solutions to existing problems.

• Delivers well‑analyzed financial forecasts to support the businesses strategic direction and budget.

• Informs and becomes informed via an exchange of facts, statuses, ideas, and issues.

• Acts as subject matter expert providing functional and technical guidance to team.

• Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education
  - Required

• Master's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education
  - Preferred

• 5+ Years Financial Planning and Analysis in the Banking or Financial Services Industry
  - Required.
• Excellent verbal and written communication skills.
• Ability to convey a sense of urgency and drive issues/projects to closure.
• Ability to prioritize and manage multiple projects simultaneously.
• Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.
• Strong financial analysis, modeling, and problem-solving.
• Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
• Excellent interpersonal skills with ability to build relationships at all levels of management.
• Excellent leadership skills.
• Strong Proficiency in PowerPoint, Excel, Word.
• Strong experience in and knowledge of financial planning and analysis.
• Ability to multi-task and meet strict deadlines.
• Ability to effectively communicate complex financial transactions and strategies.
• Ability to effectively interact with the market, executive management and vendors.
• Detail oriented with the ability to research, organize and analyze financial data.

• No Certifications listed for…