Job Description

Job Description: Financial Planning and Analysis Manager Overview: Our client is looking for an experienced and results-oriented Financial Planning and Analysis (FP&A) Manager to join their team. The FP&A Manager will play a pivotal role in providing actionable insights, financial forecasting, budgeting, and modeling while collaborating with cross-functional teams to optimize financial performance and support strategic decision-making. Reporting to the Treasurer, this role works closely with senior staff to align financial strategies with the overall business goals and objectives. Responsibilities: Lead and oversee the budgeting, forecasting, and financial modeling processes to support organizational goals and objectives. Collaborate with cross-functional teams to analyze financial data and deliver actionable insights to improve performance and drive key decisions. Provide expert guidance and frameworks to align financial planning strategies with overall business strategies. Interpret complex financial data and effectively communicate findings to senior leadership, making recommendations based on sound analytics. Monitor market trends and conduct market research to assess potential impact on financial performance, enabling proactive decision-making. Deliver executive-level presentations to help senior staff and board-level members understand financial insights and strategies. Analyze and interpret banking-specific performance metrics, regulatory standards, peer comparisons, and bank financial statements for strategic financial reviews. Stay updated on regulatory changes, market conditions, and emerging financial tools to enhance decision-making efficiency and accuracy. Requirements: Bachelor’s degree in Finance, Accounting, or related discipline. At least seven years of experience in financial planning and analysis, including responsibilities in managerial positions and providing insights at the executive or board level. Demonstrated expertise in analyzing and interpreting financial data to formulate actionable business strategies. Exceptional ability to communicate complex financial concepts clearly and effectively, particularly to audiences without financial expertise. Comprehensive knowledge of financial services metrics, regulatory requirements, and financial statement interpretation. Proven track record of analyzing market trends and conducting in-depth market research to inform decision-making. Experience in successfully integrating financial planning approaches with organizational objectives and business strategy. Preferences: Background in the financial services sector or within a regulated industry is highly desirable. CPA or CFA certifications are a plus. Familiarity with financial forecasting software.

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