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Associate, Financial Planning
3 months ago
Associate, Financial Planning & Analysis
Country: United States of America
USA Job Family Description:
The Finance organization is responsible for leading and participating in a number of critical functions including: supporting executive management decisions making by analyzing results, assessing strategic alternatives and developing strategic plans; communicating financial results and forecasts with critical stakeholders, including executive management and Board of Directors, shareholders and regulators; managing the Company's balance sheet, including interest rate and liquidity risks; establishes the Company's capital policies and prioritizes investments; develops and implements controls to reduce operational risk; developing and maintaining financial data and systems. The Finance organization works across functions and Business lines in the Company, requiring a broad understanding of our business, risk and strategy.
USA Job Function Description:
- Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes.
- Conducts financial and economic analysis and forecasting and evaluates alternate financial plans.
- Prepares, analyzes, interprets, and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results.
- Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management.
- Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure.
- Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making.
- Influences others regarding FP&A process policies, procedures, and practices.
- Recommends industry and peer data sources to enhance reporting with benchmarks to support business cases.
- Coaches and reviews the work of lower level professional to help execute the financial management function.
- Implements solutions to existing problems.
- Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget.
- Informs and becomes informed via an exchange of facts, statuses, ideas, and issues.
- Acts as subject matter expert providing functional and technical guidance to team.
- Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers.
- Administration and maintenance of SCIB US Oracle data warehouse including FTP, Profitability and Reporting Module.
- Responsible for Business Book and MISCO reporting.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
Double Bachelor's Degree or equivalent in Spanish Law and Business Administration, Accounting and/or Economics or equivalent field
Master's Degree in Business Administration, Accounting and/or Economics (Pref)
Work Experience:
Financial Planning and Analysis in the Banking or Financial Services Industry, 3-6 years
Skills and Abilities:
- Excellent verbal and written communication skills.
- Fluent in Spanish and English
- IFRS and USGAAP
- Experience in Funds Transfer Pricing methodology reporting and system maintenance in the Corporate and Investment Banking world in a European International Bank in Oracle platform
- International experience in CIB client profitability reporting
- Excellent in project management and process analysis
- Ability to convey a sense of urgency and drive issues/projects to closure.
- Ability to prioritize and manage multiple projects simultaneously.
- Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.
- Strong financial analysis, modeling, and problem-solving.
- Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
- Excellent interpersonal skills with ability to build relationships at all levels of management.
- Excellent leadership skills.
- Strong Proficiency in PowerPoint, Excel, Word.
- Strong experience in and knowledge of financial planning and analysis.
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
Strong financial analysis, modeling, and problem-solving.
Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
Excellent interpersonal skills with ability to build relationships at all levels of management.
Excellent leadership skills.
Strong Proficiency in PowerPoint, Excel, Word.
Strong experience in and knowledge of financial planning and analysis.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$85,500.00 USD
Maximum:
$125,000.00 USD
