Financial Planning Analyst

• Essential Responsibilities:
• Support the budget and forecast process by partnering with senior management and department leads to develop plan assumptions.
• Prepare the monthly/quarterly reporting packages and presentations. Develop new reports, enhance existing reports/presentations and lead the effort to roll-out dashboards and web reporting to senior management and department leads.
• Analyze financial results and provide commentary on variances to plan and comparisons to prior periods (including efforts to understand root causes). Coordinate the monthly/quarterly variance analysis with subsidiary finance groups.
• Work cross-functionally to create visibility into financial performance, understand key operational metrics and provide financial insights and recommendations to support strategic decision-making.
• Develop and maintain industry/peer group comparisons for inclusion in reporting packages.
• Assist with the administration of the reporting/planning system, including monthly data loads, maintenance of financial models, and user access. Develop a deep understanding of the budget forecast models and make recommendations for enhancement.
• Participate in special projects, including but not limited to modeling potential M&A activity, strategic business initiatives, what-if scenarios and key financial ratios
• Adheres to applicable federal laws, rules, and regulations, including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Other duties as assigned.
  

Minimum Required Skills & Competencies

• BS/BA in Finance, Accounting, Analytics, or a related field of study
• 3-5 years of experience in Finance and/or Accounting with at least 2 years of Financial Planning and Analysis experience
• Advanced knowledge and proficiency in Microsoft Excel and PowerPoint
• Previous experience with financial planning and reporting software such as Workday Adaptive Planning, Hyperion, OneStream, Power BI, etc.
• Exceptional communication, organizational, and interpersonal skills
• Knowledge in banking, financial management, and analysis preferred
  
  

Desired Skills & Competencies

• BS/BA in Finance, Accounting, Analytics, or a related field of study
• 3-5 years of experience in Finance and/or Accounting with at least 2 years of Financial Planning and Analysis experience
• Advanced knowledge and proficiency in Microsoft Excel and PowerPoint
• Previous experience with financial planning and reporting software such as Workday Adaptive Planning, Hyperion, OneStream, Power BI, etc.
• Exceptional communication, organizational, and interpersonal skills
• Knowledge in banking, financial management, and analysis preferred
  
  

Physical Requirements

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
  
  

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.