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Financial Planning and Analysis Manager

2 months ago


West Columbia, South Carolina, United States DP Professionals Full time
Job Description

Job Title: Senior Financial Planning and Analysis Lead

Job Summary:

We are seeking a highly skilled Senior Financial Planning and Analysis Lead to join our team at DP Professionals. As a key member of our financial planning and analysis team, you will be responsible for providing financial planning and forecasting support for the financial management of our client.

Key Responsibilities:

  • Collaborate with the credit department on various stress testing scenarios.
  • Present reports to the ALCO and Bank executives.
  • Report and analyze plan projections to actual.
  • Monitor markets, implied forward curves, and economic data for interest rate forecasting.
  • Apply interest rate shocks in comparison to baseline forecasted position.
  • Back-test forecasted Net Interest Income to actual.
  • Provide analysis on changes in market values and net interest income.
  • Report and present stress test scenarios to Bank management and system work group.

Requirements:

  • Bachelor's degree in finance, accounting, business, or related field.
  • Five years of comparable work experience.
  • Position requires the ability to plan, organize, and carry out assignments on own initiative in a timely and accurate manner.
  • Ability to communicate and collaborate effectively with various stakeholders.
  • Must possess judgmental and decision-making abilities based on interpretation of management needs, regulations, and policy requirements.
  • Advanced knowledge of MS Office applications, including Excel, Access, and VBA.
  • Knowledge of R, Python, and SQL is highly desirable.
  • Possess a thorough understanding of financial management skills.
  • QRM or financial simulation experience highly preferred.
  • Bloomberg experience preferred.

About Our Client:

Our client is a growing lending institution with over $40 billion in assets and is the largest financial institution headquartered in South Carolina. Known for its family atmosphere, high morale, long-term employees, and strong team spirit, this company places great value on its employees and contractors.

Benefits:

  • Competitive compensation
  • Top-rated benefits program
  • Training and development opportunities
  • Advancement opportunities through internal job postings
  • Collaborative, family-friendly atmosphere