Financial Planning Analyst

Fulton Bank; Lancaster (Lancaster County); Hybrid; USD 61,000 - 103,000; Full time

Job summary

Fulton Bank is seeking a Financial Planning Analyst to join their team in Lancaster, PA. This role involves developing financial models, forecasts, and reporting to support business planning. The ideal candidate will have a Bachelor's degree in Finance or Accounting and at least 3 years of relevant experience, alongside strong financial modeling skills and the ability to collaborate effectively in a dynamic banking environment.

Benefits

Medical plans with prescription drug coverage

401(k) program with employer match

Paid time off and holiday pay

Educational assistance

Wellness program with financial incentives

Qualifications

• 3+ years of corporate Financial Planning or Accounting experience.
• Exposure to financial modeling.
• Ability to work effectively with cross-functional teams.

Responsibilities

• Develop and deliver financial analysis models and reports.
• Engage with financial planning and segment leaders for accuracy.
• Drive process efficiencies to create value for stakeholders.

Skills

Financial modeling skills

Interpersonal skills

Problem-solving skills

Data analysis

Education

Bachelor's Degree in Finance or Accounting

Tools

Microsoft Office Suite

Essbase

Workday

Job description

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Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

This is a full-time, hybrid career opportunity based out of our Corporate Headquarters location in Lancaster, PA or our location in Reading, PA.

The primary responsibility of this role is to develop and deliver prospective financial analysis models, budgets, forecasts and reporting in support of business planning and management decisions. The position will be aligned to a major business segment within Fulton Bank and will provide recommendations under general direction of the Manager of Financial Planning and Analysis. Incumbents will work closely with FP&A team members and lines of business to successfully achieve common goals.

• Source, compile, analyze and present financial information, develop forecasts, models and other reporting as directed, provide recommendations for business planning
• Produce standard and ad-hoc reporting, engage Financial Planning and segment leaders to provide interpretation, clarification and ensure accuracy, make adjustments as directed
• Develop relationships with key members of assigned line of business creating collaboration and synergy as a valued partner
• Take a leadership role in maintaining and improving existing reports in both formatting and content
• Drive process efficiencies to focus on key deliverables creating value for key stakeholders
• Participate in team efficiency, reporting enhancements and systems initiatives
  
  
  

Education

Bachelor's Degree or the equivalent experience. Specialty Finance, Accounting or other applicable. (Required)

Experience

3 or more years corporate Financial Planning or Accounting. (Required)

Knowledge, Skills, And Abilities

1 or more years banking or financial services. (Preferred)

• Willingness to take on new tasks and the ability to efficiently manage competing priorities (Required)
• Exposure to financial modeling skills (Required)
• Possess interpersonal skills with the ability to work effectively in cross-functional and cross-organizational relationships (Required)
• Excellent problem-solving skills (Required)
• Ability to analyze data to identify trends and patterns (Required)
• Proficiency in PC based applications including the Microsoft Office Suite (particularly in Excel, PowerPoint, and Word) (Required)
• Knowledge of planning and reporting systems such as Essbase or Workday (Required)
  
  
  

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The salary range for this position is $61,500.00 - $102,500.00 annually.

Additional Compensation Components

This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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