Senior Financial Planning and Analysis Professional

3 weeks ago

New York, New York, United States Customers Bank Full time

We are seeking a highly skilled Senior Financial Planning and Analysis Professional to join our team at Customers Bank. As a key member of our Corporate Finance team, you will play a critical role in supporting our business units and corporate functions with financial planning, analysis, and modeling.

Key Responsibilities:

  • Participate in the global annual planning process and monthly forecasting process, including financial modeling, coordinating and consolidating submissions from CFO teams, and preparing management presentations.
  • Aid in the preparation of strategic plans at business unit and corporate level, new business analysis, and ad hoc analyses in coordination with Investor Relations.
  • Help implement the QRM ALM for forecasting and support Corporate FP&A and Strategic Finance team during the quarterly earnings process.
  • Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets.
  • Refine management financial reporting, including KPI dashboards, monthly business reviews, board presentations, and investor packages.
  • Enhance controls and streamline processes, introducing automation where possible.
  • Foster collaborative relationships with business teams, implement new processes, and drive continuous improvement through insightful analysis, building accountability and predictability of financial performance.

Requirements:

  • Minimum 2+ years of corporate FP&A, investment banking, or consulting experience.
  • FP&A experience supporting financial services industry a strong plus.
  • Demonstrated experience with quantitative and qualitative analysis across financial products, performance analysis, project management of financial planning projects, developing data reporting, and analytics processes for financial services industry.
  • Strong analytical, financial modeling, and problem-solving skills.
  • Experience with FP&A systems (Bancware, QRM, and Workday a big plus).
  • Demonstrated ability to collaborate and effectively communicate with key stakeholders, cross-functional partners, and senior leadership.
  • Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
  • Willingness to embrace unstructured environments and problems, and manipulate large data sets.
  • Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
  • Strong attention to detail.
  • The ability to communicate clearly, both verbally and in writing, at all levels within the organization and externally.
  • Results-focused.
  • Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
  • Strong interpersonal skills with the ability to work independently and as part of a team.

Education:

  • Bachelor's degree preferably in finance or economics.
  • Master's degree a plus.
  • Strong academic credentials.
  • CFA/CPA a plus.

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We also provide reasonable accommodations, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.

Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us. Let's take on tomorrow.

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