FP&A Manager

At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too.

We have amazing people who are the driving force, the inspiration and foundation of our company. Our thriving culture can be broken down into four components:
Client. Team. Win. Innovate.

We actively look for prospects who:

• Are passionate about client success.
• Enjoy collaborating with others.
• Strive to exceed expectations.
• Move boldly in the quest for superior and best in market solutions.

The Manager, FP&A will play a critical role in advancing the financial strategy and operational performance of Pitney Bowes Bank. Reporting directly to the Director of FP&A, this leader will drive core financial planning cycles, deliver high-impact analytics, and maintain financial rigor across forecasting, budgeting, reporting, and bank balance sheet support.

This role is ideal for a highly analytical finance professional who thrives in a dynamic financial services environment and is ready to operate at the intersection of commercial lending, treasury strategy, and corporate finance. You will work closely with cross-functional leaders—including Treasury, Capital Markets, Lending, and Strategic Finance—to support decision-making across the ILC, investment portfolio, liabilities, and emerging origination strategies.

• Lead the development, consolidation, and delivery of quarterly forecasts, annual budgets, and long-range planning models.
• Prepare and own management reporting packages, financial dashboards, and KPI tracking for GFS leadership.
• Ensure the accuracy, quality, and timeliness of all financial outputs—supporting a rigorous, data-driven planning process.
• Maintain and enhance driver-based financial models that connect market conditions, product performance, and business strategy.

• Conduct in-depth financial analyses that evaluate profitability, growth opportunities, risk‑adjusted returns, pricing scenarios, and balance sheet impacts.
• Transform complex financial data into clear recommendations for senior leadership.
• Support the Director of FP&A in the creation of Board and executive committee materials (ALCO, Pricing, Bank Loan Committee).
• Analyze macroeconomic and commercial lending trends to inform product and balance sheet strategies.

• Partner with Treasury and the Director of FP&A to evaluate funding costs, liquidity, deposit strategies, and capital deployment decisions.
• Provide analytical support for balance sheet optimization—spanning asset composition, liability management, and return profiles.
• Monitor interest rate trends, market benchmarks, and risk factors that affect bank performance.

• Improve and streamline FP&A processes to enhance forecasting speed, accuracy, and insight.
• Implement automation, data enhancements, and best practices in reporting and analytics.
• Manage financial systems, data sources, and reporting tools that enable visibility across the bank and broader Pitney Bowes business units.
• Drive continuous improvement initiatives that elevate the FP&A function as a strategic business partner.

• Act as a key liaison between FP&A and Treasury, Lending, Product, Accounting, and Strategy teams.
• Support the Director of FP&A in aligning financial objectives with broader organizational strategy.

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CFA, or progress toward certification preferred).
• 5‑8+ years of progressive experience in FP&A, strategic finance, or corporate finance—ideally within financial services, banking, or lending.
• Strong financial modeling skills with experience analyzing portfolios, balance sheets, capital allocation, and risk‑adjusted performance.

This is a hybrid role, with 4 days in the Salt Lake City, UT office required. (No relocation assistance offered.)

Must be legally authorized to work in the US. Employer will not sponsor position for employment visa status now or in the future (ex. H-1B).

• Provide the…