Financial Planning & Analysis Manager

Citizens Business Bank; Ontario (CA); On-site; USD 155,000 - 228,000; Full time

Job summary

Citizens Business Bank is seeking a Financial Planning & Analysis Manager at our Corporate Headquarters in Ontario, CA. The role leads FP&A across divisions, driving budgets, forecasts, profitability analyses, and performance management to support growth and shareholder value.

You will partner with executives, manage staff, and implement data-driven processes to improve reporting, planning cycles, and strategic decision-making. Strong leadership and GAAP accuracy are essential.

Qualifications

• Bachelor’s degree in Finance or Accounting.
• 10+ years of progressive finance experience, including 5+ years in Banking/Financial Institution.
• Strong communication and leadership abilities.

Responsibilities

• Lead FP&A functions, including budgets, forecasts, staffing, profitability and performance management.
• Coordinate budgeting and forecasting for divisions to support annual and long-term plans.
• Drive process improvements using data and automation tools.
• Provide financial analysis and strategic guidance to executives and business units.
• Prepare internal financial reporting for executive management.
• Collaborate with senior management to align resource allocation with financial plans.

Skills

Forecasting

Budgeting

Data analysis

Communication

Analytical thinking

Education

Bachelor's degree in Finance/Accounting

Tools

Microsoft Excel

Microsoft Access

Microsoft PowerPoint

Microsoft Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Financial Planning & Analysis Manager

Finance and Accounting-698 Full Time Mid Management Corporate Headquarters, Ontario, CA, US

2 days ago Requisition ID: 2803

Salary Range: $154,579.00 To $228,004.00 Annually

SUMMARY

This position is responsible for managing and providing comprehensive planning, forecasting, and financial analysis and support to various Divisions, Regions, and Business Lines, as well as Executive Management, which is consistent with the overall strategic growth of the company and aligned with creating value for shareholders.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manages the overall Divisional and Business Unit FP&A functions and staff, including but not limited to, budgets, forecasts, staffing, customer profitability and performance management to ensure company initiatives are met.
• Leads coordinates and manages operational and functional planning, budgeting and forecasting for Divisional and Business Units to facilitate effective annual budget development, interim and long-term strategic forecasts.
• Supports strategic initiatives within the Finance Department to drive process improvements using data and automation tools.
• Serves as a strategic resource to Executive and Business Unit leaders on a full range of corporate finance activities, including financial analysis, business analysis and strategy analysis in a manner consistent with the Company’s policies and procedures.
• Provides financial support and oversight into short- and long-range financial planning, quarterly forecast cycles and sensitivity analyses that assess the viability of existing operations with consideration for the impact to business unit financial forecasts and operational metrics.
• Manages the preparation of internal financial reporting to provide relevant and timely information in support of Executive and Business unit management.
• Collaborates with Executive and Senior management to ensure consistent, balanced, data-driven business & financial plans which accurately inform management’s decisions on resource allocation and performance management.
• Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job.
• Provide, present and promote The Citizens Experience to all external and internal customers.
• Other duties as assigned.

SUPERVISORY RESPONSIBILITIES

The Financial Planning and Analysis Manager is responsible for the overall direction, coordination, and evaluation of various analyst(s) that support the responsibilities included above. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Finance or Accounting Bachelor's degree (B. A. or B.S.) from a four-year college or university.
• 10+ years of progressive finance experience; includes a minimum of 5+ years related experience in Banking/Financial Institution.

LANGUAGE SKILLS

This position requires strong communication skills, both written and oral, with the ability to write reports, business correspondence, project plans and procedure manuals, as well as the ability to effectively present information and respond to questions effectively. Requires the ability to read, analyze, and interpret general business periodicals, professional journals, technical literature, and government regulations.

MATHEMATICAL SKILLS

Requires strong analytical skills with the ability to work with mathematical concepts, such as probability and statistical inference, as well as the ability to apply these concepts to provide practical solutions.

REASONING ABILITY

Requires strong analytical skills with the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

COMPUTER & SOFTWARE SKILLS

To perform this job successfully, an individual should have an understanding of budgeting, forecasting and profitability models; including advanced modeling skills using Microsoft Excel and Access, Microsoft PowerPoint and Microsoft Word.

CERTIFICATES, LICENSES, REGISTRATIONS

None required.

OTHER SKILLS and ABILITIES

• Extensive knowledge of forecasting and budgeting planning cycles.
• Strong knowledge of Bank balance sheet and P&L structures.
• Solid understanding of US GAAP.
• Strong data and software skills
• This position requires strong organizational skills with the ability to effectively manage and prioritize multiple tasks and/or projects with competing demands and timelines.
• Excellent communication skills (oral and written) as well as the ability to interact with all levels of management.
• Strong analytical skills with the ability to anticipate, identify and resolve complex financial issues.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to stand; walk; sit; and use hands and fingers to handle or feel. The associate is occasionally required to reach with hands and arms, and stoop, kneel, crouch or crawl. The associate is regularly required to operate a computer keyboard, mouse, calculator and telephone and reach with hands and arms. The associate must occasionally lift and/or move up to ten (10) pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The position is located at the Company’s headquarters in Ontario, CA.

The work environment is usually moderate.