Financial Planning & Analysis Manager

Locations

Showing 1 location

Come join a company you can be proud to represent.

The FP&A Manager is responsible for the Enterprise Performance Management (EPM) system (Axiom) and the financial reporting deliverables it supports. This includes ownership of the annual budget, profitability programs, periodic reforecasting, and management financial performance reporting. The role provides insights into financial results and supports strategic decision‑making across the organization.

• Supervises: 2 – 4 employees
• Lead the annual budget and periodic reforecasting processes, collaborating with department leaders to build and track financial targets.
• Administer the Enterprise Performance Management (EPM) environment, continuously improving system capabilities to maximize efficiency and automation.
• Analyze total bank and business line trends, explaining the “why” behind financial results and identifying areas of opportunity or risk.
• Oversee a team of financial analysts and related deliverables, ensuring high-quality analysis and data integrity.
• Design financial evaluations for new initiatives and track Key Performance Indicators (KPIs) to support strategic growth.
• Develop and maintain complex financial models and scenario analyses.

Education

• Required:
  
  Bachelor’s Degree in Finance, Accounting, Economics, or related field

Licenses & Certifications

• Preferred: CPA or CFA

Work Experience

• 5 – 8 years:
  Experience in FP&A, accounting, and/or financial reporting within the banking industry (including credit union experience)
• 1 – 3 years:
  Prior experience leading the FP&A discipline required; direct management of team members preferred

Skills and Knowledge

• Proven experience in FP&A, financial modeling, and business analysis.
• Proficiency in analytical techniques and tools, including Excel, data visualization (e.g., Power BI), and planning applications.
• Extensive experience in budgeting, forecasting, and performance reporting.
• Advanced communication skills with the ability to present to and influence senior leadership and manage stakeholder expectations.

Tri Counties Bank is committed to complying with all federal, state, and banking (including consumer protection) laws and regulations and to maintaining a strong, corporate-wide culture of regulatory compliance. It is the responsibility of every employee to maintain an awareness and understanding of applicable laws, regulations, and internal policies, and to comply fully with them. Managers and supervisors are responsible for fostering an environment that ensures employee accountability for these standards.

Tri Counties Bank is an affirmative action and equal opportunity employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.