Financial Planning & Analysis Manager

Busey Bank; Leawood (KS); On-site; USD 110,000 - 128,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Job summary

Busey Bank is seeking an FP&A Manager to lead budgeting, forecasting, and financial analysis across the organization. This role will own the annual budget process, build financial models, and deliver insightful reports to executive leadership and cross-functional partners.

Responsibilities include improving automation of reporting, partnering with Treasury for liquidity planning, and developing decision-ready presentations for the Board and senior management.

Qualifications

• Experience in FP&A, budgeting and management reporting.
• Solid understanding of finance, accounting, information systems.
• Five+ years of FP&A or related experience; banking experience preferred.

Responsibilities

• Lead the annual budget process with stakeholders.
• Manage budgeting tool for budgets and forecast cycles.
• Develop reporting and analyses for executives and boards.
• Translate financial insights into business recommendations.
• Support balance sheet and liquidity planning with Treasury.

Skills

FP&A experience

Budgeting & Forecasting

Financial modeling

Excel

Communication

Education

Bachelor's degree in accounting/finance

Tools

Power BI

Sequel

Job description

Position Summary

The FP&A Manager will lead key financial planning, budgeting, and forecasting processes for the company and support the continued improvement, automation, and documentation of financial processes. The Manager will be responsible for the creation and consolidation of budgets and forecasts within the financial planning tool and will develop internal reporting, analyze financial performance, build models, and provide actionable insights to Executive Management, Commercial and Consumer leadership, and the Finance, Accounting, Treasury, and Asset Liability Management teams. Responsibilities may evolve based on business priorities and the needs of the Finance organization.

Duties & Responsibilities

• Lead key components of the annual budget process by coordinating activities, timelines, assumptions, and deliverables with stakeholders across the business and within FP&A
• Lead the preparation and administration of the financial planning tool for annual budget and recurring forecast cycles, including developing templates, maintaining planning utilities, coordinating timelines, and creating reporting
• Evaluate budget and forecast estimates, assumptions, drivers, and calculations for reasonableness and accuracy; develop scenario and sensitivity analyses to identify key risks, opportunities, and potential financial impacts
• Develop clear, decision-oriented presentations and supporting analyses for Executive Management and the Board in connection with budget approval, forecast updates, and other financial planning matters
• Partner with business lines to interpret financial data, identify performance drivers and trends, and translate analysis into actionable insights that inform business strategy and decision-making
• In support of month end processes, manage relevant data, processes and models to ensure outputs are delivered efficiently, accurately, and timely
• Manage improvements in reporting and insights through automation
• Partner with Treasury and Asset Liability Management to support balance sheet, net interest income, funding, liquidity, and interest-rate-related planning and analysis, as business needs require
• Develop procedures and documentation to ensure model risk review requirements are met
• Lead cross-functional initiatives to improve efficiency, data quality, analytics, and decision support; provide subject-matter guidance, review, and knowledge sharing across the FP&A team and with business partners

Education & Experience

Knowledge of:

• Experience in FP&A including budgeting, forecasting and management reporting
• Solid understanding of finance, accounting, information systems and related disciplines
• Experience in budgeting and forecasting
• Solid knowledge of financial statements
• Strong modeling skills
• Expert knowledge of financial systems. Knowledge of Axiom is preferred
• Proficiency in Microsoft Office products: Word, Excel, and Outlook, Sequel, and Power BI
• Demonstrated knowledge and experience with office automation equipment and software, including phones, computers, scanners

Ability to:

• Develop and maintain trusted, positive relationships with other employees, clients and vendors
• Communicate complex financial information clearly to varied audiences, influence decisions through analysis, manage competing priorities, and collaborate effectively across Finance and business functions

Education & Experience

• Bachelor's degree in accounting, finance, economics, business, or a related field, or an equivalent combination of education and significant relevant experience in FP&A, accounting, finance, treasury, or asset liability management
• Five or more years of progressively responsible experience in FP&A, accounting, finance, treasury, asset liability management, or financial systems administration; financial services or banking experience is preferred

Every day, our associates live Busey's core values, doing better business, building stronger relationships and creating thriving communities-while delivering meaningful value to shareholders.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $110,000 - $128,000/year)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.