Senior. Associate, Financial Planning & Analysis – NYC
Listed on 2026-02-06
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Finance & Banking
Financial Analyst, Corporate Finance, Financial Consultant, Financial Manager
Senior Associate, Financial Planning & Analysis – NYC
Country:
United States of America
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally.
Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:The Senior Associate, Financial Planning & Analysis is responsible for the creation and ongoing management of FP&A projects, processes, and tools to support the FP&A functionality. S/he coaches, reviews, and delegates work to junior level professionals.
- Manages FP&A projects, processes, and tools to support the FP&A functionality.
- Creates and/or changes processes that will lead to measurable gains in data quality and processing time.
- Assesses finance organizational structure and functions, recommends opportunities to optimize and improve the finance functionality within the organization.
- Consults on complex business issues and data design considerations to improve accuracy and efficiency in the reporting processes.
- Delivers guidance to senior level with regard to design queries and report packages using systems and other appropriate tools; resolve data process issues.
- Supports in identifying, interpreting and implementing emerging regulatory requirements relating to capital management, including articulating responses to requests from regulatory bodies in writing.
- Ensures consistency between the capital management framework, the risk appetite, tolerance, and strategic planning processes.
- With input from key business stakeholders, leads periodic gap assessments of current capital management processes against leading and emerging industry practices and changes in regulatory expectations.
- Establishes and implements detailed process documentation and best practices for all data processes and technical solutions.
- Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making.
- Influences others at an operational level regarding new concepts, practices, and approaches.
- Recommends industry and data sources to enhance reporting with benchmarks to support business cases.
- Coaches, reviews, and delegates workload to junior level professionals to help execute the financial management function.
- Delivers well-analyzed financial forecasts to support the business’s strategic direction and budget.
- Manages and is accountable for growth of large accounts.
- Represents organization as the primary contact for specific Financial Planning & Analysis projects and initiatives.
- Acts as a subject matter expert (SME) 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.
Education:Required. Bachelor’s Degree or equivalent work experience:
Business Administration, Accounting, Economics or equivalent field.
Preferred. Master’s Degree Business Administration, Accounting, Economics, or equivalent field.
Work Experience:9 Years Accounting/financial analysis and planning experience within the Financial Services/Banking industry – Required.
- Excellent verbal and written communication skills.
- 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.
- 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.
- Detail oriented with the ability to research, organize and analyze financial data.
- Ability to convey a sense of urgency and drive issues/projects to closure.
- Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.
- Ability to prioritize and manage multiple projects simultaneously.
- Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business…
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