AVP, Manager, Financial Planning and Analysis

Davita Inc.; El Monte (CA); On-site; USD 70,000 - 120,000; Full time

Job summary

Join a leading company as an AVP, Manager of Financial Planning and Analysis. In this role, you will manage financial planning while overseeing a dedicated team. Your expertise in accounting and finance will support crucial business decisions and drive the company's growth. Enjoy a comprehensive benefits package and the opportunity for professional growth.

Benefits

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company contributions

Qualifications

• Minimum 5 years experience in banking and accounting required.
• Strong knowledge of financial modeling and compliance.
• Experience with asset liability management is preferred.

Responsibilities

• Manage preparation of annual budgets and business plans.
• Oversee financial models and validations.
• Guide the team through performance evaluations.

Skills

Analytical skills

Managerial skills

Communication skills

Self-motivation

Discipline

Education

College degree in Accounting and Finance

CPA preferred

Tools

Microsoft Office

Job description

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.

Apply today!

What our team members are saying:

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Learn more about us at cathaybank.com

GENERAL SUMMARY

The AVP, Manager of Financial Planning and Analysis is directly responsible for financial planning and analysis. Financial planning and analysis are a set of planning, forecasting, budgeting, and analytical activities that support the company's major business decisions and overall financial health. Manage a team and oversee the preparation of critical reports, financial models, and quarterly earnings.

DIRECT REPORTS

The incumbent has 3 direct reports.

ESSENTIAL FUNCTIONS

• Manage and oversee the preparation of the following reports:
  
  
  
  
  • Annual budget and strategic and business plans.
  
  
  • Quarterly contingency liquidity plan stress test.
  
  
  • Monthly interest rate risk shock analyses and related periodic monitoring stress tests.
  
  
  • Monthly Board reports package.
  
  
  • Monthly internal management reports and financial performance reports.
  
  
  
  


• Manage financial models and coordinate with Model Risk Management to validate all financial models.


• Undertake projects assigned by the SVP, Financial Planning and Analysis.


• Manage and provide guidance to the team including writing annual performance evaluations and providing balanced feedback. Hosts meetings to support their development and to keep team up to date on new procedures and strategies.

QUALIFICATIONS

• Education: College degree in Accounting and Finance required. CPA preferred.


• Experience: Minimum 5 years of banking and accounting experience required. Financial planning and analysis experience with banks is required. Knowledge of asset liability management/interest rate risk modeling and financial modeling are highly preferrable. Strong knowledge of bank and business accounting functions, banking laws and regulations, fiscal and monetary policy, regulatory compliance, industry standards, practices, and expectations. Knowledge of general banking operations, products, and services. Knowledge of applicable regulatory compliance obligations, industry standards, practices and expectations, and accounting standards.


• Skills/Ability: Self-motivated, disciplined, task focused, with an ability to effectively structure and present complex topics in an easy-to-understand executive presentation format. Strong analytical and managerial skills. Advanced level experience working in Microsoft Office applications, including Word, Excel, PowerPoint, Visio, and Access. Strong interpersonal, verbal, and written communication skills. Demonstrated ability to interact effectively, internally, and externally, with senior representatives of organizations, regulators, and vendors.

OTHER DETAILS

$70K - $120K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.

Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.

Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

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Cathay Bank endeavors to make www.CathayBank.comaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at [phone] or [e-mail]. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.