Director - Financial Planning and Analysis
6 days ago
Company Profile: ROWLAND, LLC. is excited to partner with a premier commercial bank on a new highly impactful Finance Director opportunity. For nearly a decade, this amazing organization has grown by over 20% YOY, both organically and through aggressive strategic acquisitions. What's perhaps most impressive is their ability to maintain a welcoming culture, as they've built their organization through a very disciplined investment approach and their leadership team by hiring highly accomplished, intelligent, ethical and collaborative professionals that embody true servant leadership.
Job Title: Director, Financial Planning and Analysis
Location: Phoenix, AZ (Relocation package is available for out of state candidates)
Schedule: FT in-office, 1 day/week WFH
Salary: ~$200K base plus 25% bonus & $45K RSU's and benefits package
Overview:The Director of Financial Planning and Analysis will be the primary finance partner to the Executive Leadership Team. The director will act as a strategic partner overseeing the FP&A process, including the annual budget, monthly forecasting, and ad-hoc management reporting while providing value-added support and analysis to leadership across the organization in the effective data-driven decision making process.
Responsibilities:
Manage FP&A processes including: annual budgeting, monthly forecasting, month-end management reporting, and strategic planning process.
Consolidate financial results and projections to understand bank-wide performance drivers; calculate and predict key financial line items and present budget & forecast packages.
Drive value through in-depth analysis and present findings, conclusions, and recommendations.
Leverage data and technology resources to aggregate and report financial information related to forecasting, budgeting, and analysis into a cohesive message for executives
Identify and implement improvements to FP&A infrastructure, policies, and procedures.
Manage, lead and develop team direct report - Senior Financial Analyst
Requirements:
Bachelor's degree required
MBA or Masters in related business field preferred
CPA or CFA preferred
15+ years of corporate FP&A with F500 bank or related experience in large financial institution
Prior team leadership and project management experience required
Expert in funds transfer pricing, margin, and spreads as it relates to bank profitability
Strong knowledge of banking operations, including deposit operations, loan administration, treasury management, and other commercial banking products and services
Excellent communication skills with experience presenting to executive leadership team
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