Financial Analyst IV - FP&A Technology & Data

M&T Bank; Buffalo (NY); Hybrid; USD 90,000 - 149,000; Full time

Job summary

M&T Bank in Buffalo, NY is seeking a senior FP&A professional to conduct advanced financial research and provide expert analysis to senior management. The role focuses on strategic planning, forecasting, and investment reporting within the FP&A department.

The successful candidate will lead a team, mentor juniors, build forecasting models, and deliver clear, data-driven recommendations to drive financial objectives while ensuring compliance with risk and regulatory standards.

Qualifications

• Bachelor's degree and 5+ years in accounting/finance or related fields.
• Strong understanding of finance and accounting concepts.
• Proficiency in accounting/finance analysis, modeling, querying and visualization tools.

Responsibilities

• Lead a team, train and mentor junior members.
• Possess ability to direct/persuade/influence peers and manager.
• Conduct independent research and complex analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing objectives.
• Design projects and may lead projects of moderate scope.
• Ensure success through shared responsibility of team workload to achieve department/project objectives.
• Build and maintain advanced forecasting models/tools; work with business groups for insightful analysis.
• Develop clear, concise written summations of analytical work.
• Display complex judgment based on advanced analytical thought.
• Show accountability for accuracy and quality of work products of the team.
• Understand and adhere to risk and regulatory standards; escalate issues as needed.

Skills

Financial modeling

Forecasting

Accounting principles

Data analysis

Leadership

Education

Bachelor's degree

Advanced degree or CPA/CFA

Tools

Excel

SQL

Financial reporting tools

Job description

Sponsorship is not available for this position. Candidates who require sponsorship now or in the future—including all F‑1 visa holders (CPT, OPT, and STEM OPT)—will not be considered for this role.

Work Model

• This is a hybrid position requiring 4 days in-office per week at One M&T Plaza Buffalo, NY only

Overview

Conduct advanced financial research and analysis projects with a large amount of independence. Provide comprehensive advice/options to senior management in an expert capacity for use in setting and realizing strategic objectives. Support of Technology & Data as well as portion of strategic investment reporting within FP&A department.

Primary Responsibilities

• Allocates work as a team leader; trains and mentors/develops junior team members.
• Possess ability to direct/persuade/influence peers and manager"
• Conduct independent research and complex analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing objectives. Design projects and may lead projects of moderate scope.
• Ensure success through shared responsibility of team workload to achieve department/project objectives (volume, quality, timeliness of end results)
• Build and maintain advanced forecasting models/tools; work in collaboration with business groups to provide insightful analysis.
• Develop clear, concise written summations of analytical work
• Displays complex judgment based on advanced analytical thought
• Shows accountability for accuracy and quality of work products of the team.
• Demonstrate expert-level knowledge of finance and accounting concepts through the aggregation of financial data
• Display an expert-level understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Supervisory/ Managerial Responsibilities

May have indirect supervisory responsibilities.

Education and Experience Required

Bachelor's degree and a minimum of 5 years’ experience OR Associate's degree and a minimum of 7 years’ experience in accounting, auditing, operations or financial institutions

Comprehensive understanding of concepts and principles in multiple disciplines including finance and accounting

Proficiency in accounting / finance analysis, modeling, querying and visualization tools

Education and Experience Preferred

Advanced degree or professional certification (i.e. CPA, CFA, etc.)

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $89,600.00 - $149,300.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Buffalo, New York, United States of America