Financial Planning Analyst

4 days ago


Salt Lake, Utah, United States BankTalent HQ Full time
Job Description

At BankTalent HQ, we are seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our Financial Planning & Analysis (FP&A) team, you will play a critical role in enabling executive and business line leaders to make informed, data-driven decisions to drive sustainable financial performance and enhance shareholder value.

Key Responsibilities:
  • Create executive and board-level presentations explaining key financial trends and insights.
  • Produce monthly financial reporting for an executive audience, providing actionable recommendations for improvement.
  • Contribute to annual planning and quarterly forecasting processes, owning the timeline for all groups within the bank and understanding the treasury and other central functions.
  • Develop and maintain expertise in various financial areas, including FDIC insurance and regulatory requirements.
  • Perform ad hoc analytical requests as needed, providing timely and accurate insights to support business decisions.
Requirements:
  • Advanced Excel skills, including INDEX-MATCH, XLOOKUP, TEXT, INDIRECT, array formulas, pivot tables with calculated fields, named objects, and basic VBA.
  • Experience using Hyperion for reporting, planning, and ad hoc analysis is preferred.
  • Familiarity with bank products and bank financial statements is preferred.
  • Some familiarity with the banking capital regulatory environment is a plus.
  • A desire and ability to find ways to continually improve processes and drive efficiency.
  • Ability to handle periodic tight deadlines and occasional extra workload.
  • Ability to contend with competing demands and occasionally changing requirements.
  • Experience using SQL to query and manipulate large datasets is a plus.
  • Experience using SAP Business Objects is a plus.
  • 4 years of related work experience are required; additional experience is preferred.
  • Bachelor's degree in a related or quantitative discipline (finance, economics, math, etc.) is preferred.
  • Master's degree in a related or quantitative discipline may substitute for experience.


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