Senior Analyst Financial Planning and Analysis

1 week ago

new york city, United States Brewer Morris Full time

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

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