Business Planning & Analysis Manager

Socket.dev; Los Angeles (CA); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health/Dental/Vision Insurance

Company-paid Life Insurance

Tuition Reimbursement

Paid Time Off

Paid Holidays

Volunteer Leave

Job summary

Sunflower Bank, N.A. in Los Angeles, CA is seeking an energetic Business, Planning & Analysis Manager to lead regional budgeting, forecasting, and financial reporting functions. The role focuses on developing the annual budget, tracking monthly performance, and delivering insights for executives.

The ideal candidate brings a banking background with 5+ years in finance; MBA or CPA are a plus. This full-time position offers competitive pay and a comprehensive benefits package aligned with industry

Qualifications

• Bachelor's degree in accounting or finance required or preferred.
• 5+ years of finance experience with emphasis on budgeting and forecasting.
• Must possess a banking background and strong critical thinking abilities.
• Experience with databases and query tools is required.

Responsibilities

• Provide regional support and contribute to annual budgeting at the regional level.
• Develop and manage detailed annual budgets.
• Prepare quarterly forecast reports and monthly performance analyses.
• Oversee internal regional and line-of-business reporting.
• Analyze operating results against budget and forecast.
• Review and improve financial reporting processes across the company.
• Prepare reports for monthly executive meetings and quarterly board meetings.
• Ensure compliance with industry laws, regulations, and company policies.
• Support Fair and Responsible Banking practices and Code of Ethics.

Skills

critical thinking

banking background

databases experience

flexible hours

Education

Bachelor's Degree in Accounting or Finance

MBA

CPA

Tools

Oracle

Job description

Description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Business, Planning & Analysis Manager at our Los Angeles, CA location.

The salary range for this position is $120,000 to $140,000 depending on knowledge, skills, abilities, experience, and location.

The Business, Planning and Analysis Manager has primary responsibility for regional support. This position will also assist in the development of annual budgets at the regional level. Responsibilities also include maintaining and updating the recurring financial forecast and analyzing monthly performance trends to compare budget/forecast expectations as well as analyzing current processes throughout the company to ensure materially correct financial reporting is occurring. The Manager assists with various salesforce performance/stack ranking reporting, other monthly internal management level reporting packages.

• Regional Support.
• Develops annual detailed financial budget.
• Quarterly forecast
• Manage internal regional and line of business reporting.
• Perform monthly analysis of operating results in comparison to budget and forecast.
• Analyze processes throughout the company to ensure materially accurate financial reporting is occurring as needed.
• Identify company processes in need of review or expansion as it relates to financial reporting.
• Gather and combine reports for monthly executive meetings and quarterly board meetings.
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
• Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
• Understand and participate in the Bank’s Community Reinvestment Act program.
• Perform other duties as assigned.

Education / Experience Required

• Bachelor’s Degree in Accounting or Finance preferred.
• 5+ years of finance experience, with emphasis on budgeting and forecasting.
• Must possess a banking background.
• Must possess critical thinking skills.
• Must possess experience working with databases and query experience.
• Must be able to work flexible hours.

Nice to Haves:

• MBA or CPA
• Oracle experience

Pay is dependent on knowledge, skills, abilities, experience, and location.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

• Rooted in Strength
• Propelled by Growth
• Individuals in a Great Whole
• Creating Possibility
• Community Focused

Associates enjoy outstanding benefits, including:

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company-paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Plus many more associate perks & incentives!

You’ve never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

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