Job Description
Introduction
Overview
Financial Planning & Analysis (FP&A) Department drives the Company’s annual planning and budgeting cycle and is central to Bank’s executive management reporting, financial forecasts, profitability assessment, and incentive plan performance reporting activities.
Responsibilities
- Perform data mining and apply analytics to process large volume data from various operating systems
- Drive research, data mining and model validation efforts pertaining to departmental budgets andprofitability application
- Execution of day-to-day financial planning and reporting activities, including, but not limited to, executive
management reporting, financial budgets & forecasts, profitability assessment, branch and commercial lender performance scorecards, and P&L reforecasting - Analysis of operational and financial data to identify trends and drivers; summarize conclusions and implications of analysis
- Coordinate with business units to aggregate and analyze data to complete ad-hoc inquiries on timely basis
- Assist in the preparation of clear and concise presentation materials for Senior Management
- Contribute in the creation of an annual budget and quarterly financial forecast for the Bank through strategic mathematical/financial modeling and target-setting processes
Qualifications
- Bachelor's Degree in finance, accounting, or equivalent majors
- Experience in corporate FP&A and/or accounting preferred
- Experience with Hyperion planning budgeting system preferred; SQL or Power BI skills are a plus
- Strong analytical and problem solving skills
- Proficient in Excel and Microsoft Office suite
- Strong sense of ownership and be able to deliver results within tight deadlines
- Excellent interpersonal and communication abilities
- Strong team player and be able to thrive in a collaborative team environment
