About The RoleSummaryThe 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 mid-rate pay for this position is $115,580.93 + / 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.DescriptionBusiness 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 YouQualificationsTo 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.
EducationRequired/PreferredEducation LevelDescriptionRequired
Bachelor's Degree
Bachelor's degree in Finance, Accounting, Business, or a related field.
ExperienceRequired/PreferredExperience LevelDescriptionRequired
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?: YesLicense/CertificationRequired/PreferredLicense/CertificationDescriptionPreferred
Professional designations such as CFA, CPA, CMA, or similar.
Required Skills and AbilitiesTechnical & 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
- Proven ability to build relationships and work effectively across all levels of the organization
Other- Self-motivated, adaptable, and capable of managing multiple priorities
- Demonstrated professionalism, discretion, and credibility
- Reliable attendance and commitment to organizational standards
Additional RequirementsTravelOccasional travel required: (less than 10 days per year) by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
Working ConditionsEnvironment: Indoors, a climate-controlled shared work area.
Noise Level: Lifting: Sedentary work: Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
VisionClose visual acuity to prepare and analyze data and figures, view a computer terminal, and read the computer screen, printed materials, and handwritten materials.
Physical ActivitiesFrequencyBalancing: Maintaining body equilibrium to prevent falling and walking, standing or crouching on narrow, slippery, or erratically moving surfaces.
Infrequent - rare.
Climbing: Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like, using feet and legs and/or hands and arms.
Infrequent - rare.
Crawling: Moving about on hands and knees or hands and feet.
Infrequent - rare.
Crouching: Bending the body downward and forward by bending leg and spine.
Infrequent - rare.
Feeling: Perceiving attributes of objects such as size and shape, temperature or texture by touching with skin, particularly that of the fingertips.
Infrequent - rare.
Fingering: Picking, pinching, typing or otherwise working primarily with fingers rather than with the whole hand as in handling.
Daily.
Grasping: Applying pressure to an object with the fingers and palm.
Infrequent - rare.
Kneeling: Bending legs at knee to come to a rest on knee or knees.
Infrequent - rare.
Lifting: Raising objects from a lower to a higher position or moving objects horizontally from position to position.
Occasional - now and then.
Pushing: Using upper extremities to press against something with steady force in order to thrust forward, downward or outward.
Infrequent - rare.
Pulling: Using upper extremities to exert force in order to draw, haul or tug objects in a sustained motion.
Infrequent - rare.
Repetitive Motion: Making substantial movements (motions) of the wrists, hands, and/or fingers.
Daily.
Stooping: Bending body downward and forward by bending spine at the waist.
Infrequent - rare.
What We OfferCOMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out!
