Director, Financial Planning & Analysis

Midwest BankCentre; St. Louis (MO); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation

Professional growth opportunities

Community-focused culture

Job summary

Midwest BankCentre is seeking a Director of Financial Planning & Analysis to lead enterprise budgeting, forecasting, long-range planning, and management reporting. This hands-on leader will build a scalable FP&A function and partner with executives to translate data into clear insights and actions.

A top priority is implementing and evolving the modern FP&A platform as the central planning and reporting system. The role requires banking/finance experience and a continuous-improvement mindset.

Qualifications

• Turns complex data into executive-level insights and narratives.
• Leads cross-functional initiatives and manages competing priorities.
• Implements scalable financial processes and controls.
• Experience with budgeting, forecasting, and management reporting.

Responsibilities

• Lead annual budget, long-range plan, and forecasts.
• Develop driver-based models and scenario analyses.
• Provide analysis for investments, product lines, and capital initiatives.
• Partner with Accounting, Treasury, and business leaders on profitability planning.
• Establish KPIs and reporting cadences; create exec-ready narratives.
• Own and optimize the FP&A platform and future enhancements.
• Define team structure, roles, and development priorities.
• Guide the organization on data governance and process improvements.

Skills

Leadership

Cross-functional collaboration

Strategic thinking

Financial analysis

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field

CPA, CMA, MBA, or similar advanced qualification

Tools

EPM/CPM platform

Job description

Posted Thursday, August 27, 2026 at 6:00 AM

Midwest BankCentre is proud to be recognized as one of St. Louis' Top Workplaces for the past 5 years!

Are you ready to lead with purpose and make a real impact on our community? Join Our Team and Make a Difference at Midwest BankCentre!

Why Midwest BankCentre? Our company culture is all about engagement and collaboration with our teams. We value diversity, inclusion, and innovation. When you join Midwest BankCentre, you're not just joining a company; you're joining a community of like-minded individuals who are dedicated to making a positive impact.

We are committed to making meaningful, long-term investments in communities that lift everyone up so we can all RISE TOGETHER. Our commitment to shared prosperity, our investment in Community and Economic Development and our dedication to diversity and inclusion are reflected is the ways Midwest BankCentre lives its purpose.

Objectives of this Role

The Director of Financial Planning & Analysis leads enterprise budgeting, forecasting, long-range planning, management reporting, profitability analysis, and strategic decision support. This hands-on leader will build a scalable, technology-enabled FP&A function and partner with executives and business leaders to translate financial and operational data into clear insights and actions.

A key near-term priority is helping lead the implementation, adoption, and ongoing development of the modern FP&A solution as the Company’s central planning and management reporting platform. The Director will combine strong banking and finance knowledge with systems capability, disciplined data governance, and a continuous‑improvement mindset.

Essential Functions

Planning, Forecasting & Decision Support

Lead the annual budget, periodic forecasts, financial target setting, and multi-year strategic plan.

Develop driver-based models, scenario analyses, and sensitivities that identify risks, opportunities, and required management actions.

Provide financial analysis for strategic investments, products, contracts, capital initiatives, and other business decisions.

Partner with Accounting, Treasury, and business leaders on balance-sheet, net interest margin, funding, and profitability planning.

Performance Reporting & Business Partnership

Establish enterprise and divisional KPIs, scorecards, reporting cadences, and performance‑management routines.

Partner with Accounting to explain actual‑to‑budget and actual‑to‑forecast results and identify underlying business drivers.

Prepare concise, decision‑oriented reporting and financial narratives for executive management, committees, and the Board.

Advise and constructively challenge business leaders on assumptions, tradeoffs, risks, opportunities, and accountability for results.

Serve as a Finance owner and power user for modern FP&A platform, supporting implementation, testing, training, adoption, administration, and future development.

Translate business needs into scalable planning models, templates, workflows, dimensions, hierarchies, security roles, and reporting solutions.

Partner across Finance, Human Resources, Information Technology, Enterprise Analytics, Digital/PMO, and external resources on integrations and process design.

Oversee source‑to‑report data integrity, reconciliations, exception management, master‑data changes, documentation, and appropriate controls.

Use automation, business intelligence, and emerging technology to improve speed, insight, accuracy, and organizational capacity.

Function & Team Development

Build an FP&A operating model that can scale with the organization’s growth, complexity, and strategic needs.

Define team roles, service levels, analytical standards, recurring processes, and development priorities.

Recruit, coach, and develop FP&A employees while reducing key‑person dependency through cross‑training and documentation.

Redirect team capacity from data gathering and reconciliation toward analysis, business partnership, and forward‑looking insight.

Perform other duties and projects assigned by the SVP, Controller.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities are as required and may change at any time with or without notice.

Customer Centric Focus

Diversity and Inclusion

Act with Integrity

Collaboration and Teamwork

Results Oriented/Execution

Business Acumen

Empowerment

Create Vision and Alignment

Reward and Recognize Employees

Skills and Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field; CPA, CMA, MBA, or similar advanced qualification preferred.

10+ years of progressive finance, accounting, FP&A, or related experience, including budgeting, forecasting, management reporting, and financial analysis; leadership experience preferred.

Banking or broader financial‑services experience strongly preferred, including familiarity with funds transfer pricing, net interest margin, balance‑sheet planning, and profitability analysis.

Experience implementing, optimizing, or administering a modern EPM/CPM platform preferred.

Demonstrated ability to turn complex data into clear executive communications, lead cross‑functional initiatives, manage competing priorities, and improve scalable financial processes.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.

Ready to Make Your Mark?

If you're passionate about banking with a purpose and ready to take the next step in your career, we want to hear from you! This is an excellent opportunity for individuals with commercial credit experience who are eager to contribute to our community‑focused mission.

Why Join Us:

• Community Focus: Be part of a community bank that values and actively supports the St. Louis area.
• Competitive Compensation: We offer a comprehensive salary and benefits package.
• Professional Growth: Opportunities for continuous learning and development.
• Impactful Work: Play a key role in shaping the credit strategy and success of our organization.
• Collaborative Culture: Work in a supportive and dynamic environment that values teamwork and innovation.

If you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be the right candidate for this or other Midwest BankCentre roles!

Equal Opportunity Employer

Midwest BankCentre is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

We thank all applicants in advance for their interest in this position and Midwest BankCentre. Only applicants selected for an interview will be contacted.