Senior Analyst Financial Planning and Analysis

Work Type / Location : This position will by hybrid out of the NYC coming into the office at least 3-days per week with Monday, Tuesday, and Thursday being set office days.

Salary Range : An annual base salary of $100,000 - S120,000 is what we expect to pay for this position, based on overall skills and experience.

Who is Our Client?

Founded in 2009, our client is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

What you’ll do :

• Participate in the global annual planning process and monthly forecasting process which involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing management presentations.
• Aid in the preparation of strategic plans at business unit and corporate level, new business analysis, and ad hoc analyses in coordination with Investor Relations.
• Help implement the QRM ALM for forecasting
• Help with the scenario planning (What-If analysis) on the impact of key items (loan growth, deposit rates, deposit betas etc.

on the P&L and capital levels

• Support Corporate FP&A and Strategic Finance team during the quarterly earnings process
• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts / budgets
• Refine management financial reporting including KPI dashboards, monthly business reviews, board presentations, investor packages
• Enhance controls and streamline processes, introducing automation where possible.
• Foster collaborative relationships with business teams, implement new processes and drive continuous improvement through insightful analysis, building accountability and predictability of financial performance

What do you need?

• Minimum 2+ years of corporate FP&A, investment banking or consulting experience
• FP&A experience supporting financial services industry a strong plus
• Demonstrated experience with quantitative and qualitative analysis across financial products, performance analysis, project management of financial planning projects, developing data reporting, and analytics processes for financial services industry.
• Strong analytical, financial modeling and problem-solving skills
• Experience with FP&A systems (Bancware, QRM and Workday a big plus)
• Demonstrated ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership
• Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
• Willingness to embrace unstructured environments and problems, and manipulate large data sets
• Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
• Strong attention to detail
• The ability to communicate clearly, both verbally and in writing, at all levels within the organization and externally
• Results focused
• Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
• Strong interpersonal skills with the ability to work independently and as part of a team.

Education :

• Bachelor’s degree preferably in finance or economics.
• Master’s degree a plus
• Strong academic credentials.
• CFA / CPA a plus
1 day ago