Financial Planning

Forecast ManagerFinancial Planning & Analysis (FP&A) Department drives the Company's annual planning and budgeting cycle and is central to Bank's executive management reporting, financial forecasts, profitability assessment, and incentive plan performance reporting activities. We are currently looking for a strong forecast manager who is responsible for developing, managing, and refining the bank's financial forecasts and performance projections. This role ensures accurate and timely forecasting of revenue, expenses, balance sheet, and key performance indicators to support strategic decision-making, budgeting, and regulatory compliance. The Forecast Manager works closely with business units, treasury, and risk teams to model future financial outcomes and identify trends or risks impacting profitability and growth.ResponsibilitiesLead the development of short-term and long-term financial forecasts, including income statement, balance sheet, and cash flow projections.Manage the annual budgeting process and periodic reforecasting cycles.Partner with business line leaders to analyze financial performance versus plan, identify variances, and explain key drivers.Develop and maintain forecasting models that incorporate changes in market conditions, interest rates, and business strategy.Provide insights into net interest margin (NIM), loan and deposit growth trends, and other key banking metrics.Support capital planning and liquidity management through scenario and sensitivity analysis.Collaborate with risk management to integrate credit risk and macroeconomic assumptions into forecasts.Execution of day-to-day financial planning and reporting activities, including, as assigned, executive management reporting, financial budgets & forecasts, profitability assessment, branch and commercial lender performance scorecards, and P&L reforecastingDrive research, data mining and model validation efforts pertaining to departmental budgets and profitability applicationAssist in the development and preparation of clear and concise presentation materials for Senior ManagementReview work of other financial analysts and supervise projects assigned to the team, as requestedSupport collection of requested information for auditors and regulatorsMay perform other duties as assignedQualificationsBachelor's Degree in finance or accounting; CPA or MBA preferred5-10years of experience in corporate FP&A and/or strategic planning; direct experience in the financial services and banking industry requiredMust have very strong understanding of how bank balance sheet work and understanding of how much individualExperience in ALM model and fund transfer pricing model preferredExperience with Hyperion planning budgeting system preferredStrong analytical and problem solving skillsProficient in Excel, financial reporting systems and complex financial modelingExcellent interpersonal and communication abilitiesStrong team player and be able to thrive in a collaborative team environmentStrong sense of ownership and be able to deliver results within tight deadlinesDemonstrated project management background; trained in process improvement techniquesWell versed in profitability reporting; knowledgeable of banking products, balance sheet management, FTP, and pricing are big plusesApplicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.CompensationThe base pay range for this position is USD $120,000.00/Yr. - USD $165,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.