Senior Financial Planning and Analysis Analyst

Job Title

Senior Financial Planning and Analysis Analyst

City Scape

As a Sr. Financial Planning Analyst, you will be a trusted finance partner to managers within specified business line(s) and will be responsible for ensuring the accuracy and integrity of the financial planning and analysis process. You’ll lead in providing annual budget and monthly forecast cycles, periodic (monthly, quarterly and ad‑hoc) management reporting, maintenance and control of our management reporting data, ad hoc analysis as needed, including competitive analysis, M&A analysis and strategic planning.

You’ll be responsible for obtaining feedback from the business units about current and future performance; calculating and predicting future income statement, balance sheet, and non‑financial line‑items; creation, maintenance and presentation of budget/forecast packages to business line management. You’ll be responsible for investigation and resolution of variances (corrective action, recommendations and documentation).

• Responsible for supporting assigned lines of business with the Financial Planning and Analysis processes including maintenance and reporting of accurate and timely monthly financial forecasts and development of annual budgets. Focus on obtaining feedback from the business units about current and future performance; calculating and predicting future income statement, balance sheet, and non‑financial line‑items; creation, maintenance and presentation of budget/forecast packages to business line management.
  
  Supports the business in analyzing trends in data and clearly presenting findings, recommendations and conclusions.
• Develops reports periodically around various business performance metrics representative of the banking sector or specific division for both financial and non‑financial lines. Leverages data resources to load and report financial and non‑financial information related to forecasting, budgeting and analysis. Assists in developing financial performance reports by transforming data into actionable and value‑added metrics and analysis, packaged into an easily consumable format.
  
  Also responsible for maintenance and control of management reporting data including uploading budgets and forecasts to core databases and producing and maintaining reports on the SharePoint site. Reporting is for all levels of the Bank from the Board of Directors to the business line management.
• Leads as an internal consultant and subject matter expert by establishing oneself as a single point of contact for any finance related matters. Communicates effectively with Accounting, Financial systems team and businesses supported to identify needs and report unexpected variances. Demonstrates high levels of intellectual curiosity as it relates to performance drivers of specified line of business(es) and ability to aggregate disparate pieces of information into a cohesive message.
  
  Assists in the development of documents and competitive intelligence reports through leveraging SNL financials to be reviewed by senior leadership and the Board of Directors.
• Responsible for ad hoc analysis as needed, including competitive analysis, M&A analysis, reporting performance and strategic planning. Supports cost center maintenance and upkeep of policies and procedures.

• 5+ years of Finance experience.
• Bachelor’s degree in Business, preferably in Accounting or Finance.
• Advanced Excel knowledge required, strong Word and PowerPoint skills.
• Demonstrated financial modeling skills required, experience developing financial reports and metrics.
• Working knowledge of SQL and/or SAS, preferred knowledge of reporting and business intelligence tools (e.g., Tableau).
• Interpersonal and communication skills with the ability to interact with various management levels.
• Ability to manage multiple tasks and adapt to a changing, fast‑paced environment.
• Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture.

We offer all the important things you’d want — like competitive salaries, an ownership stake in the company, medical and dental…