Associate, Financial Planning & Analysis
Santander US
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Job summary
Santander US in Miami, FL is seeking an Associate, Financial Planning & Analysis to manage FP&A processes, deliver analyzed forecasts, and influence policy. You will collaborate with finance leaders to improve reporting and budgeting accuracy.
You will lead FP&A projects, mentor junior staff, and communicate financial strategies to executives in a fast-paced, technology-driven finance environment. This role offers growth opportunities and a competitive compensation package.
Qualifications
- Bachelor’s degree in related field or equivalent demonstrated through work experience/training/education – Required
- 5+ Years Financial Planning and Analysis in Banking or Financial Services – Required
- Excellent verbal and written communication skills
- Ability to prioritize and manage multiple projects with urgency
- Strong financial analysis, modeling, and problem-solving skills
- Proficiency in PowerPoint, Excel, Word
Responsibilities
- Develops and manages FP&A processes, reporting, and related projects
- Enhances financial understanding of business lines to aid reporting and forecasting
- Influences FP&A policy, processes, and best practices
- Recommends data sources and benchmarks to support business cases
- Coaches and mentors junior staff and project teams to execute financial management tasks
- Delivers well-analyzed forecasts to guide strategy and budgeting
- Communicates complex financial transactions to executives and stakeholders
Skills
Education
Tools
Job description
It Starts Here Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.
It Starts Here Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.
The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. The incumbent will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures.
- 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.
- 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.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
- Master's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred
- 5+ Years Financial Planning and Analysis in the Banking or Financial Services Industry - Required.
- 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.
- No Certifications listed for this job.
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
$75,000.00 USD
$125,000.00 USD
Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may 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 your employment at any time for any reason.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
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