Financial Planning Specialist

8 hours ago

Atlanta, Georgia, United States Synovus Full time
Job Summary

As a Financial Planning Specialist at Synovus, you will play a key role in conducting financial analysis of the enterprise's financial performance and producing balance sheet and income forecasting information in support of an effective accounting/finance function. You will be responsible for producing financial reports in one or more area of the bank, analyzing trends, and making recommendations.

Key Responsibilities
  • Conduct ad hoc financial analyses to aid senior management in the decision-making process impacting both the short and long-term financial stability of the company.
  • Participate in the development and formulation of analyses that forecast the cost effectiveness of new products and policy changes that affect the financial condition of the Bank.
  • Generate forecasts and analyze trends in sales, finance, or other related areas of interest. Research and analyze rates of return, depreciation, investments, and other financial indicators and provide findings to management.
  • Participate in performing specialized financial or planning functions such as reporting, budgeting, and analysis. Prepare, maintain, analyze, and report on organizational, business unit, or departmental budgets as requested.
  • Conduct analyses and determine various input assumptions for financial forecasts, including loan and deposit portfolio analytics, non-interest income, and non-interest expense.
  • Work with business units to create financial models designed to continue the company's transformation to an assumption-based budgeting/forecasting process. Support the transition to an assumption-based budgeting/forecasting model.
  • May cross-train with others within Finance, as appropriate.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations, and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
  • Perform other related duties as required.


Requirements
  • Bachelor's Degree in Business Administration, Finance, Accounting, or related field.
  • Two years of financial analysis experience or an equivalent combination of enhanced education and experience.


Preferred Qualifications
  • Knowledge of enterprise planning systems and relationship pricing models.
  • Masters of Business Administration (MBA) or Finance degree is preferred.

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