Financial Analysis and Planning Specialist

2 weeks ago

Munster, Indiana, United States The Peoples Bank Full time
Job Overview

At Peoples Bank, our goal is to empower our customers and communities to achieve greater success.

The Financial Planning and Analysis Analyst role is pivotal in ensuring accuracy in the budgeting, forecasting, and profitability analysis processes. This position also plays a crucial role in maintaining compliance and stability during safety and soundness examinations related to interest rate risk, liquidity, stress testing, and capital management.

Key Responsibilities

- Provide comprehensive analysis and critical information to senior management and executives to facilitate significant operational, financial, and strategic decisions.
- Oversee the annual budgeting process by managing the collection of essential inputs into the budgeting systems and utilizing them for reporting and analysis to the relevant teams.
- Conduct thorough analysis of stock performance and prepare results for dissemination to key stakeholders.
- Perform monthly monitoring and analysis of financial modeling and reporting against budget and forecasts to ensure organizational profitability.
- Support the calculation, projection, analysis, and reporting of interest rate risk, liquidity, and capital position for risk management committees.
- Contribute to the development of balance sheet management strategies through detailed analysis and reporting.
- Analyze competitor interest rates and peer performance to support liquidity management processes.
- Model potential bank acquisitions and analyze financial impacts on profitability.
- Assist in corporate treasury management and contingency funding planning.
- Ensure accuracy in accounts payable processes and organizational profitability reporting.
- Maintain and update financial service product offerings and profitability assumptions.
- Collaborate with external parties and internal audit to validate asset liability modeling.
- Ensure accuracy in regulatory reporting processes and implement necessary changes.
- Monitor budgeted projects and report outcomes to management.
- Perform additional analytics and reporting as required.

Qualifications

- A Bachelor’s degree in accounting or finance is required; a Master of Business Administration or Master of Accountancy is preferred.
- CPA or CFA designation is preferred, or a commitment to obtaining these within a specified timeframe.
- Other relevant certifications, such as Financial Modeling and Valuation Analyst certification, are advantageous.
- A minimum of 5 years of experience in Financial Planning and Analysis is required, with banking experience preferred.
- Proficiency in Microsoft Excel and familiarity with PowerPoint, Outlook, and Word is essential.
- Strong organizational skills with the ability to manage multiple tasks and deadlines effectively.
- Excellent verbal and written communication skills for conveying analysis clearly.
- Attention to detail and accuracy while working under pressure.

About Peoples Bank

For over a century, Peoples Bank has been dedicated to a customer-centric philosophy, enabling us to thrive and serve communities effectively. Our commitment to better banking continues to drive us forward as we provide a wide range of consumer, business, and wealth management products, alongside innovative digital banking services tailored to meet our customers' unique needs.

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