Financial Planning and Strategy Specialist

1 week ago


Berryville, Virginia, United States Bank of Clarke Full time
Job Summary

We are seeking a highly skilled Financial Planning and Strategy Specialist to join our team at Bank of Clarke. As a key member of our finance team, you will be responsible for providing accurate and insightful financial analysis, forecasting, and strategic planning to support our bank's financial decision-making process.

Responsibilities:
  • Conduct comprehensive financial analysis, including budgeting, forecasting, and variance analysis, to support strategic decision-making and optimize financial performance.
  • Develop and maintain financial models to evaluate the bank's financial position, identify trends, and forecast future outcomes.
  • Collaborate with various departments to gather financial data, analyze key performance indicators (KPIs), and provide actionable insights to drive operational efficiency and profitability.
  • Prepare and present financial reports, including monthly, quarterly, and annual financial statements, to senior management and stakeholders.
  • Monitor and analyze market trends, economic indicators, and regulatory changes to assess potential risks and opportunities for the bank.
  • Assist in the development and implementation of financial planning processes, policies, and procedures to ensure compliance with regulatory requirements and best practices.
  • Support the annual budgeting process by providing accurate financial data, conducting budget reviews, and assisting in the preparation of financial forecasts.
  • Identify areas for cost optimization and revenue enhancement through in-depth financial analysis and recommend appropriate strategies to achieve financial goals.
  • Collaborate with cross-functional teams to evaluate investment opportunities, assess financial feasibility, and provide financial insights for business expansion initiatives.
Requirements:
  • Bachelor's degree in finance, accounting, economics, or a related field. A master's degree or professional certification (e.g., CFA, CPA) is preferred.
  • Proven experience in financial planning and analysis, preferably within the banking or financial services industry.
  • Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
  • Proficiency in financial modeling, forecasting techniques, and data analysis tools (e.g., Excel, financial planning software).
  • Excellent knowledge of financial statements, accounting principles, and regulatory requirements.
  • Exceptional attention to detail and accuracy in financial analysis and reporting.
  • Strong communication and presentation skills, with the ability to effectively convey complex financial information to non-financial stakeholders.
  • Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced and dynamic environment.
  • Strong problem-solving skills and the ability to think strategically to drive financial performance.
Estimated Salary Range:

$80,000 - $120,000 per year, depending on experience.

Benefits:
  • A full suite of benefits, including medical, life, dental, and vision insurance.
  • Generous paid time off.
  • Opportunities for professional growth and development.


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