Qualifications

• 5-7 years of finance or accounting experience in financial institutions, with a focus on FP&A preferred.
• MBA or Master’s Degree in Finance or Accounting strongly preferred.
• Deep understanding of bank FTP, capital, and cost allocation methodologies.
• Proven advanced financial modeling capabilities.
• Proficiency in Excel and PowerPoint, essential for reporting and presentation purposes.
• Familiarity with Axiom Financial Reporting is a plus.
• Ability to extract and analyze data from diverse sources, highlighting analytical skills.

Responsibilities

• Support the Director of Financial Planning and Analysis in driving performance metrics.
• Lead the budgeting and forecasting support for various lines of business, ensuring timely completion.
• Act as the key driver in setting the annual budget and quarterly forecasts, contributing to three-year strategic planning.
• Develop sophisticated financial models to guide new business initiatives and strategies.
• Analyze reports on historical and future performance trends to inform financial growth.
• Prepare and present board and management reports, including competitive benchmarks and company metrics.
• Assist the Bank in M&A activities through due diligence, forecasting, and post-close analytics.

Benefits

• Health, dental and vision insurance offered.
• 401(k) retirement plan with potential employer matching.
• Generous paid time off and holiday leave policies.
• Opportunities for professional development and continued education.
• Flexible work schedule options available.