Description
Job Description - Summary
Commercial Banking Financial Planning & Analysis (FP&A) has a crucial role as a strategic partner to Commercial Banking leaders, business management and senior stakeholders across Corporate Finance by providing quality analysis and reporting that generate insights into business trends and economics.
The Regional & Specialty Banking Group is a subsegment of the Commercial Bank and provides products and services to our clients in the Middle Market, Commercial Real Estate, Government & Nonprofit and various other specialty banking businesses.
The Finance Segment/Region Liaison will be responsible for driving deliverables across earnings, revenue / expense/ balance sheet resource analyses and competitor reporting, as well as coordination of projects to support all businesses and functions. This role will report to the Regional & Specialty Banking Finance Manager.
Job Description - Details
- Assist in / Lead monthly general ledger pre-close process
- Research and document variances
- Partner with Corporate Accounting to ensure appropriate G/L entries are prepared and posted
- Prepare written variance analysis and present verbally to stakeholders
- Assist in / Lead financial forecasting and budgeting process
- Manage the annual budgeting and monthly/weekly forecasting process
- Develop and maintain financial reporting & analysis tools
- Lead personnel planning including coordination with Human Resources partner to ensure forecast aligns with hiring plans
- Manage business performance reporting and communications
- Prepare and deliver regular and ad-hoc reports with written commentary and analysis on business performance
- Ensure consistent delivery of data and information that supports written and verbal reporting
- Develop materials for business communications
- Govern financial reporting hierarchies
- Partner with Strategy, Investor Relations, Finance and Business functions on various reporting and analytical needs for financial data
- Drive relevant analysis to aid Business Unit Leaders in strategic decision making
- Identify and analyze profitability drivers and work with CFO to create recommendations to stakeholders
- Support merger and acquisition (M&A) and other ad-hoc business initiatives through financial analytics / modeling
Basic Qualifications:
- Bachelor’s degree in a quantitative field (Finance, Economics, Math, Accounting, etc.)
- Minimum 2 years of experience in financial support roles
Preferred Qualifications:
- Knowledge of Commercial Banking
- Finance experience in the financial services industry
- Proficiency in Excel, Essbase / Smart View, SAS desired
- Able to multi-task effectively, be a self-starter, and be able to handle stress with composure and professionalism
- Strong written and verbal communication skills with the ability to interface with many levels of management
- Strong analytical and critical thinking skills with an understanding of the concept of materiality (i.e., knows when information is relevant)
- Ability to proactively manage issues and assignments and move work forward with limited direction
- Capable of managing changing priorities with ease and poise
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