Corporate FP&A Business Partner

About The Role

Summary

The CRP FP&A Business Partner is a strategic finance leader responsible for delivering advanced financial analysis and serving as a trusted advisor to senior and executive leadership

This role requires direct and ongoing interaction with executive and senior management and carries high decision impact and accountability in shaping business outcomes.

 

This position expands beyond traditional financial analysis to include consultative partnership, enterprise-level thinking, and proactive leadership

The Business Partner is expected to independently develop insights, challenge assumptions, and provide well-reasoned recommendations that influence strategic direction, capital allocation, and performance.

 

This is a Corporate position located in Kalispell, MT. The entry-rate pay for this position is $98,243.79 + / per year (calculated for Kalispell, MT).

 

All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

 

Description

 

Business Performance & Profitability

• Lead and enhance profitability analysis at the product, customer, and/or segment level.
• Provide insights to optimize performance, resource allocation, and growth strategies.
• Monitor trends and proactively identify risks and opportunities, escalating findings with recommended actions.

Advanced Financial Analysis & Insights

• Lead complex financial modeling, forecasting, and scenario analysis to support strategic planning.
• Identify and evaluate key economic and business drivers impacting performance.
• Translate large, complex datasets into actionable insights and conclusions.
• Develop forward-looking analysis to inform decision-making across business lines.

Strategic Partnership & Executive Advisory

• Serve as a primary finance partner to senior and executive leadership.
• Provide proactive insights and recommendations that influence strategic decisions and organizational direction.
• Lead consultative discussions with business leaders to align financial insights with business strategy.
• Present complex financial concepts, risks, and opportunities clearly to executive audiences.
• Apply independent judgment and demonstrate accountability in developing recommendations with material business impact.

Process Improvement, Innovation & Reporting

• Identify opportunities to improve data quality, reporting efficiency, and analytical capabilities.
• Drive automation and development of tools to enhance FP&A effectiveness.
• Promote continuous improvement in financial processes and methodologies.
• Manage and leverage use of FP&A Platform
• Design, construct and distribute key reporting according to corporate & divisional requirements
• Develop, manage and leverage AI capabilities of CoPilot, or other approved AI-assisted tools, within FP&A functions and responsibilities

Cross-Functional Leadership & Influence

• Collaborate with stakeholders across business units and corporate functions.
• Influence outcomes through strong communication, relationship-building, and business acumen.
• Support alignment and execution of strategic initiatives across the organization.

Project Leadership & Accountability

• Lead complex, cross-functional projects with high levels of ambiguity and impact.
• Ensure delivery of actionable recommendations and measurable results.
• Take ownership of outcomes and ensure alignment with business objectives.

Compliance

• Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Must complete assigned training and maintain compliance with regulatory requirements.

About You

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily The requirements listed below are representative of the knowledge, skill, and/or ability required Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education Required/Preferred Education Level Description Required Bachelor’s Degree Bachelor’s degree in Finance, Accounting, Business, or a related field.

Experience Required/Preferred Experience Level Description Required 3 years Minimum of 3 years of progressive experience at a professional services firm specializing in audit, advisory, consulting or similar services, OR Required 5 years Minimum of 5 years of progressive experience in FP&A or financial analysis Preferred   Banking or financial services experience strongly preferred

Would an equivalent combination of relevant education and work experience be considered?: Yes

License/Certification Required/Preferred License/Certification Description Preferred   Professional designations such as CFA, CPA, CMA, or similar.

Required Skills and Abilities   Technical & Analytical Advanced financial modeling, forecasting, and analytical capabilities Strong proficiency in Microsoft Excel and ability to utilize analytical and reporting tools (e.g., Power BI, Cognos) Knowledge of financial institution operations and risk concepts (interest rate risk, liquidity risk, etc.) Strategic Thinking & Business Acumen Ability to connect financial results to business strategy and enterprise performance Strong critical thinking, problem-solving, and decision-making skills Capability to synthesize complex information into clear conclusions and recommendations Executive Communication & Influence Exceptional verbal and written communication skills Ability to present complex information clearly and confidently to senior and executive leadership Strong consultative skills with the ability to influence and persuade stakeholders Leadership & Accountability High level of ownership, accountability, and professional judgment Ability to operate effectively in ambiguous, fast-paced, and high-impact environments