The hiring range for this opportunity is $125,000 to $155,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
Purpose of JobThe
FP&A Manager is responsible for the Enterprise Performance Management (EPM) system (Axiom) and the financial reporting deliverables it supports. This includes ownership of the annual budget, profitability programs, periodic reforecasting, and management financial performance reporting. The role provides insights into financial results and supports strategic decision-making across the organization.
Supervisory Responsibilities- Supervises: 2 - 4 employees
Essential Duties- Lead the annual budget and periodic reforecasting processes, collaborating with department leaders to build and track financial targets.
- Administer the Enterprise Performance Management (EPM) environment, continuously improving system capabilities to maximize efficiency and automation.
- Analyze total bank and business line trends, explaining the "why" behind financial results and identifying areas of opportunity or risk.
- Oversee a team of financial analysts and related deliverables, ensuring high-quality analysis and data integrity.
- Design financial evaluations for new initiatives and track Key Performance Indicators (KPIs) to support strategic growth.
- Develop and maintain complex financial models and scenario analyses.
Education- Required: Bachelor's Degree
- Field of Study: Finance, Accounting, Economics, or related field
- Preferred: Not specified
Licenses & Certifications- Certification (Preferred): CPA or CFA
Work Experience- 5 - 8 years: Experience in FP&A, accounting, and/or financial reporting within the banking industry (including credit union experience)
Supervisory/Management Experience- 1 - 3 years: Prior experience leading the FP&A discipline required; direct management of team members preferred
Skills and Knowledge- Proven experience in FP&A, financial modeling, and business analysis.
- Proficiency in analytical techniques and tools, including Excel, data visualization (e.g., Power BI), and planning applications.
- Extensive experience in budgeting, forecasting, and performance reporting.
- Advanced communication skills with the ability to present to and influence senior leadership and manage stakeholder expectations.
DisclaimerThe above information is intended to describe the general nature and level of work performed by employees in this classification. It is not intended to be a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
