Objectives of this Role

The Director, Financial Planning & Analysis will report to the SVP, Controller and will be responsible for the Company’s financial planning process, to include the development of an annual budget and periodic forecasts, and for providing financial analysis and business decision support. This position is an integral part of the finance team and will be expected to be proactive in determining, recommending, influencing, and implementing tactics and strategies that enhance the value of the organization. Excellent organization, management, analytical, communication and reporting skills are necessary to be successful in this role.

Essential Functions

• Partner with members throughout the organization to understand all aspects of the business resulting in improved forecasting processes, visibility into the company performance and leading KPI/scorecard tracking and measurement.
• Design new and update existing financial models as a tool to analyze new opportunities and existing programs within the business; including financial modeling, financial analysis and valuation support for acquisitions, contracts, and other ad hoc financial projects.
• Oversee daily, weekly, and monthly reporting and the analysis of that financial information across all areas of the business identifying operational or performance concerns and causes. Present any findings to finance leadership.
• Develop and monitor the company’s annual budget and periodic forecasts.
• Provide support to the accounting team related to the monthly reporting package that includes financial statements, deep dive analysis of key business trends, actual versus budget variances and comprehensive executive level explanations of differences.
• Create performance metrics and reporting.
• Bridge disparate systems and challenge their output ultimately to validate or refine queries relied upon to execute strategic initiatives.
• Support quarterly internal and external reporting.
• Serve as the business lead in the definition of requirements for and maintenance of management reporting applications (Empyrean) that will serve to drive efficiency in processes and access to information and analysis.
• Supervise employees directly including selection, development, and performance management.
• Excellent communication skills specifically in persuading and simplifying complex concepts/financial data.
• Perform duties and projects from time to time as delegated by the SVP, Controller.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities are as required and may change at any time with or without notice.

Competencies

• Customer Centric Focus
• Diversity and Inclusion
• Act with Integrity
• Collaboration and Teamwork
• Results Oriented/Execution
• Business Acumen

• Empowerment
• Create Vision and Alignment
• Reward and Recognize Employees

Skills and Qualifications

• Bachelor’s Degree in Finance or Accounting.

• CPA license, post-graduate coursework or MBA preferred.
• A minimum of 5-7 years of finance or accounting experience in banking, or any equivalent combination of education, training, and experience which provides the required knowledge and abilities for this role.

• Thorough knowledge of centralized budget & forecasting process. Working knowledge of financial services funds transfer pricing principles is required.
• Working knowledge of GAAP accounting issues as they relate to the banking industry.
• Experience with developing unit, product, and customer profitability.
• Experience working with accounting and reporting systems such as Cognos, Empyrean, data warehouse and nCino.
• Ability to analyze, research, present, coordinate & negotiate.
• Ability to manage deliverables and timelines with limited supervision.
• Critical thinking, problem-solving, and resourcefulness skills along with intellectual inquisitiveness.
• Project management skills.
• Proven track record of success within a growing organization.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.