Job Family: Finance

The Finance organization is responsible for leading and participating in a number of critical functions including: supporting executive management decisions making by analyzing results, assessing strategic alternatives and developing strategic plans; communicating financial results and forecasts with critical stakeholders, including executive management and Board of Directors, shareholders and regulators; managing the Company’s balance sheet, including interest rate and liquidity risks; establishes the Company’s capital policies and prioritizes investments; develops and implements controls to reduce operational risk; developing and maintaining financial data and systems. The Finance organization works across functions and Business lines in the Company, requiring a broad understanding of our business, risk and strategy.

Job Function: Financial Planning & Analysis

Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results. Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management.

Summary of Responsibilities:

The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. S/he will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures.

Essential Functions:

  • Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure.
  • Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making.
  • Influences others regarding FP&A process policies, procedures, and practices.
  • Recommends industry and peer data sources to enhance reporting with benchmarks to support business cases.
  • Coaches and reviews the work of lower level professional to help execute the financial management function.
  • Implements solutions to existing problems.
  • Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget.
  • Manages and is accountable for the growth of FP&A accounts.
  • Informs and becomes informed via an exchange of facts, statuses, ideas, and issues.
  • Acts as subject matter expert providing functional and technical guidance to team.
  • Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers.

Other Functions:

  • Acts as a subject matter expert (SME) while providing leadership, guidance, and mentorship to other project managers.
  • Other duties as assigned.


  • Education –
    • Bachelor’s Degree: Business Administration, Accounting and/or Economics or equivalent field
    • or equivalent work experience
    • Master’s Degree: Business Administration, Accounting and/or Economics
  • Experience –
    • 5-9 years Financial Planning and Analysis in the Banking or Financial Services Industry
  • Skills & Abilities –
    • Excellent verbal and written communication skills.
    • Ability to convey a sense of urgency and drive issues/projects to closure.
    • Ability to prioritize and manage multiple projects simultaneously.
    • Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.
    • Strong financial analysis, modeling, and problem-solving.
    • Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
    • Excellent interpersonal skills with ability to build relationships at all levels of management.
    • Excellent leadership skills.
    • Strong Proficiency in PowerPoint, Excel, Word.
    • Strong experience in and knowledge of financial planning and analysis.
    • Ability to multi-task and meet strict deadlines.
    • Ability to effectively communicate complex financial transactions and strategies.
    • Ability to effectively interact with the market, executive management and vendors.
    • Detail oriented with the ability to research, organize and analyze financial data.


  • Execution – Initiative:
    • Advanced – Leading and Guiding
      • Personally follows-up with others to check on progress, uncover problems, and identify areas where assistance is necessary
      • Takes initiative to act on new information and preemptively develops options and plans of actions

  • Problem Solving – Solution Definition:
    • Advanced – Leading and Guiding
      • Persists in searching out the root causes of major problems rather than being satisfied with partial solutions or “quick fixes”
      • Brings new thinking, insights or technology to problem resolution

  • Change Orientation – Support for Change:
    • Proficient – Applying and Executing
      • Understands rationale for change and adjusts schedules and tasks to make things work
      • Anticipates and plans for changes in work schedules and assignments

  • Collaboration – Teamwork:
    • Proficient – Applying and Executing
      • Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
      • Provides assistance and coaches less experienced team members

  • Customer Focus – Issue Ownership:
    • Proficient – Applying and Executing
      • Addresses customer’s requests, ensures concerns are recorded accurately and action is initiated appropriately
      • Makes extra effort to satisfy customers needs and meet commitments

  • Influence – Two-way communication:
    • Proficient – Applying and Executing
      • Communicates in a timely and straightforward manner
      • Probes for additional information, clarifies assumptions and confirms agreed-upon actions
      • Keeps everyone involved informed about progress and issues

  • Risk Business Acumen – Financial Command:
    • Proficient – Applying and Executing
      • Understands specific financial and accounting standards to identify and assess the impact and likelihood of operational risks

  • Risk Management – Knowledge of Risk Management Policies, Regulations, Processes and Procedures:
    • Proficient – Applying and Executing
      • Executes risk management process and procedures without management direction, and demonstrates awareness of expected results
      • Knows the relationship and impact of actions and results
      • Has an understanding of regulations impacting area supported

Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

  • This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.