FP&A Manager

Overview

• Direct the development and execution of annual budgets, long-range financial plans, and rolling forecasts for the organization.
• Advise executive leadership on financial strategy, capital allocation, and business performance, providing actionable recommendations.
• Lead scenario modeling, profitability analysis across the Bank, and sensitivity analysis to support strategic initiatives.
• Present financial results, forecasts, and strategic insights to senior management.

• Partner with department heads and business unit leaders to align financial plans with operational goals.
• Facilitate cross-functional teams to drive cost optimization, revenue growth, and margin improvement initiatives.
• Serve as a trusted advisor to senior leadership, translating complex financial data into clear, strategic guidance.
• Oversee the preparation and review of monthly, quarterly, and annual performance reports, ensuring accuracy and compliance.
• Analyze variances, trends, and key performance indicators to identify risks and opportunities.
• Develop and maintain robust financial models to support business planning and decision-making.
• Lead, mentor, and develop a team of FP&A professionals, fostering a culture of excellence and continuous learning.
• Set clear goals, provide regular feedback, and support professional growth within the team.
• Lead systems implementation, development and refinement to ensure confidence in analyzing and implementing tactical and strategic strategies.

• Champion the adoption of advanced analytics, automation, and financial systems to enhance reporting and forecasting capabilities.
• Continuously evaluate and improve FP&A processes for efficiency, scalability, and best practices.

• Represent the finance function in strategic projects, audits, and compliance initiatives.
• Uphold the organization’s commitment to ethical financial management and transparency.
• Perform other duties as assigned to support enterprise objectives.

Minimum of 8-10 years in financial planning & analysis, with progressive leadership experience in a corporate finance environment.

Proven track record of driving strategic financial initiatives and partnering with executive leadership.

Bachelor’s degree in Finance, Accounting, Business, or related field required; MBA or CPA preferred.

• Exceptional analytical, strategic thinking, and problem-solving abilities.
• Advanced proficiency in financial modeling, forecasting, and data visualization tools.
• Strong leadership, communication, and influencing skills.
• Expertise in ERP and FP&A software (e.g. Workday, Empyrean, Hyperion, Adaptive Insights, SAP).
• Ability to manage multiple priorities in a dynamic, fast-paced environment.