Financial Planning and Analysis Director

SUMMARY:

The FP&A Manager is responsible for the Bank’s financial planning, budgeting, forecasting, management reporting, profitability analysis, and financial decision support functions. The position serves as a key financial partner to the CFO, executive management, and business line leaders by translating financial information into meaningful analysis and actionable insights. The FP&A Manager leads the development of the Bank’s financial forecasts and provides analysis regarding financial performance, growth opportunities, resource allocation, and strategic initiatives.

JOB DUTIES AND ESSENTIAL FUNCTIONS:

• Lead and manage the FP&A function, including staffing, development, performance management, and succession planning.
• Lead the Bank’s annual budgeting and financial planning process.
• Maintain rolling financial forecasts and longer-term strategic financial projections.
• Analyze actual financial performance relative to budget, forecast, prior periods, and strategic objectives.
• Identify and clearly communicate significant financial trends, variances, risks, and opportunities.
• Develop management reporting for the CFO, executive management, business line leaders, and Board of Directors.
• Coordinate preparation of financial portions of Board and management reporting packages.
• Develop and maintain financial models supporting strategic planning and decision-making.
• Develop profitability reporting by business line, product, branch, customer, and relationship as capabilities mature.
• Support loan and deposit pricing analysis and other financial decision-support activities.
• Partner with business leaders to establish financial objectives and measure performance against those objectives.
• Evaluate proposed investment initiatives, new products, capital expenditures, and strategic projects.
• Develop financial scenarios and sensitivity analyses to support management decision-making.
• Partner with Treasury on balance sheet, net interest income, margin, funding, and capital forecasts.
• Partner with Accounting to ensure management reporting reconciles appropriately to the Bank’s official financial records.
• Develop dashboards, key performance indicators, and other tools that improve management’s visibility into financial performance.
• Identify opportunities to automate financial reporting, forecasting, and analytical processes.
• Support the CFO with strategic planning, Board presentations, peer analysis, and other financial analysis.

WORKING CONDITIONS:

• Air-conditioned office environment.
• Consistent and timely attendance is required to ensure uninterrupted operational efficiency and exemplary customer service.

PHYSICAL DEMANDS:

• Sit for extended periods of time.
• Walk, stand, bend, squat, twist, and reach.
• Simple grasping and fine manipulation.
• Extended keyboarding.
• Ability to lift 25 lbs.