Senior FP&A Manager
$130,000 - $170,000 per year
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Posted today
SENIORITY
Manager
SALARY
$130,000 - $170,000 per year
About the role
- Lead the development of short-term and long-term financial forecasts, including income statement, balance sheet, and cash flow projections.
- Manage the annual budgeting process and periodic reforecasting cycles.
- Partner with business line leaders to analyze financial performance versus plan, identify variances, and explain key drivers.
- Develop and maintain forecasting models that incorporate changes in market conditions, interest rates, and business strategy.
- Provide insights into net interest margin (NIM), loan and deposit growth trends, and other key banking metrics.
- Support capital planning and liquidity management through scenario and sensitivity analysis.
- Collaborate with risk management to integrate credit risk and macroeconomic assumptions into forecasts.
- Execution of day-to-day financial planning and reporting activities, including, as assigned, executive management reporting, financial budgets & forecasts, profitability assessment, branch and commercial lender performance scorecards, and P&L reforecasting
- Drive research, data mining and model validation efforts pertaining to departmental budgets and profitability application
- Assist in the development and preparation of clear and concise presentation materials for Senior Management
- Review work of other financial analysts and supervise projects assigned to the team, as requested
- Support collection of requested information for auditors and regulators
- May perform other duties as assigned
- Bachelor's Degree in finance or accounting; CPA or MBA preferred 5-10years of experience in corporate FP&A and/or strategic planning; direct experience the financial services and banking industry required
- Must have very strong understanding of how bank balance sheet work and understanding of how much individual
- Experience in ALM model and fund transfer pricing model preferred
- Experience with Hyperion planning budgeting system preferred
- Strong analytical and problem solving skills
- Proficient in Excel, financial reporting systems and complex financial modeling
- Excellent interpersonal and communication abilities
- Strong team player and be able to thrive in a collaborative team environment
- Strong sense of ownership and be able to deliver results within tight deadlines
- Demonstrated project management background; trained in process improvement techniques
- Well versed in profitability reporting; knowledgeable of banking products, balance sheet management, FTP, and pricing are big pluses
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
