Senior FP&A Manager

Forecast Manager

Financial Planning & Analysis (FP&A) Department drives the Company's annual planning and budgeting cycle and is central to Bank's executive management reporting, financial forecasts, profitability assessment, and incentive plan performance reporting activities. We are currently looking for a strong forecast manager who is responsible for developing, managing, and refining the bank's financial forecasts and performance projections. This role ensures accurate and timely forecasting of revenue, expenses, balance sheet, and key performance indicators to support strategic decision-making, budgeting, and regulatory compliance.

The Forecast Manager works closely with business units, treasury, and risk teams to model future financial outcomes and identify trends or risks impacting profitability and growth.

Responsibilities include:

• Leading the development of short-term and long-term financial forecasts, including income statement, balance sheet, and cash flow projections.
• Managing the annual budgeting process and periodic reforecasting cycles.
• Partnering with business line leaders to analyze financial performance versus plan, identify variances, and explain key drivers.
• Developing and maintaining forecasting models that incorporate changes in market conditions, interest rates, and business strategy.
• Providing insights into net interest margin (NIM), loan and deposit growth trends, and other key banking metrics.
• Supporting capital planning and liquidity management through scenario and sensitivity analysis.
• Collaborating with risk management to integrate credit risk and macroeconomic assumptions into forecasts.
• Executing day-to-day financial planning and reporting activities, including, as assigned, executive management reporting, financial budgets & forecasts, profitability assessment, branch and commercial lender performance scorecards, and P&L reforecasting.
• Driving research, data mining, and model validation efforts pertaining to departmental budgets and profitability application.
• Assisting in the development and preparation of clear and concise presentation materials for Senior Management.
• Reviewing work of other financial analysts and supervising projects assigned to the team, as requested.
• Supporting collection of requested information for auditors and regulators.
• May perform other duties as assigned.

Qualifications include:

• Bachelor's Degree in finance or accounting; CPA or MBA preferred.
• 5-10 years of experience in corporate FP&A and/or strategic planning; direct experience in the financial services and banking industry required.
• Must have a very strong understanding of how bank balance sheet work and understanding of how much individual.
• Experience in ALM model and fund transfer pricing model preferred.
• Experience with Hyperion planning budgeting system preferred.
• Strong analytical and problem solving skills.
• Proficient in Excel, financial reporting systems, and complex financial modeling.
• Excellent interpersonal and communication abilities.
• Strong team player and be able to thrive in a collaborative team environment.
• Strong sense of ownership and be able to deliver results within tight deadlines.
• Demonstrated project management background; trained in process improvement techniques.
• Well versed in profitability reporting; knowledgeable of banking products, balance sheet management, FTP, and pricing are big pluses.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

The base pay range for this position is USD $/Yr.

- USD $/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.