Director Financial Planning

1 week ago

Lancaster, United States Fulton Bank Full time

Value Proposition:

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview:

This is a full-time career opportunity that requires the ability to work onsite in Lancaster, PA four days per week. Relocation assistance may be available.

The primary responsibility of this position is to direct the financial planning and analysis (FP&A) for all Fulton Bank lines of business and support functions. The Director leads a Financial Analysis team responsible for the development and delivery of prospective financial analysis models, budgets, forecasts and reporting in support of strategic business planning and management decisions. The incumbent in this position is accountable to analyze and report on the financial performance of their clients, provide value added ideas, advice and recommendations on financial matters including future course of action to support strategic decision making and optimal use of capital.

Responsibilities:
  • Direct and manage FP&A for various lines of business (LOB) and Shared Services (SS) areas, examine performance, develop and deliver standard and ad-hoc reporting and forecasting in support of strategic initiatives, compare budget to actual performance with detailed analysis for variances and suggestions for profit improvement.
  • Engage segment leadership to gain knowledge and understanding of strategic goals and objectives, document financial analysis needs to support planning and decisions, and collaborate to develop budgets, targets and key performance indicators (KPIs). Help elevate FP&A to become the go-to source for any and all financial analysis concerning each LOB / SS area.
  • Provide effective challenge to each LOB and SS area served, with a goal of driving profitability of the unit higher. Question current processes, how products and services are priced, and help assess the future trajectory of growth for each LOB segment and sub-segment.
  • Lead and manage the development and delivery of standard and ad-hoc reporting, forecasts and risks, identify data needs and gaps, determine reporting content, format and schedules, present and interpret reporting directly to segment and corporate leadership as directed.
  • Evaluate effectiveness of reporting, solicit feedback, prepare recommendations and execute process changes, promote a culture of constant improvement, coordinate internal audit and regulatory examinations as required.
  • Plan, manage and evaluate the work of direct staff and subordinate managers, establish strategic and operational goals and objectives, provide coaching and development. This includes ensuring the teams deliverables are accurate, timely and aligned with the Bank's goals. Partner with Human Resources to resolve direct and escalated employment matters.
  • Lead the annual budget process as well as the recurring forecasting process, ensuring effective and efficient execution.
  • Ensure effective and complete leveraging of available technology.
Qualifications:
Education

Bachelor Degree or the equivalent experience. Specialty: Business, Finance, Economics or other applicable. (Required)

Master Degree or the equivalent experience. Specialty: Business (MBA), Finance, Economics or other applicable. (Preferred)

Experience

10 or more years Corporate Financial Planning and Analysis or related experience. (Required)

5 or more years management. (Required)

10 or more years banking. (Some previous banking strongly preferred.)

Certifications

Certified Public Accountant (CPA) (Preferred)

Knowledge, Skills, and Abilities
  • Excellent written and verbal communication skills with the ability to communicate effectively to all stakeholders (Required)
  • Detailed knowledge of MS Office applications high end Excel user (Required)
  • Strong Corporate Finance background and skills (DCF/IRR/NPV/RAROC, etc) and financial acumen (Required)
  • Ability to respectfully provide effective challenge; transformative change mindset; passion for continuous improvement (Required)
  • Strong leadership and analytical skills
  • Working knowledge and experience with Workday (Preferred)
:

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

EEO Statement:
Fulton Bank (Fulton) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement:

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

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