Financial Planning and Analysis Analyst

Regions Bank; Hoover (AL); On-site; USD 62,000 - 76,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Job summary

Regions Bank is seeking a Financial Planning and Analysis Analyst to manage financial reporting, budgeting, forecasting, and analysis. The role emphasizes creating and maintaining models, delivering timely management information, and presenting insights to influence strategic decisions.

Ideal candidates have 3+ years in management reporting or financial analysis, with strong Excel skills and experience in report development.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• Three years of experience in management reporting or financial analysis.

Responsibilities

• Develops, updates, and maintains budget, forecast, and reporting models.
• Performs monthly detailed financial analysis and monitors business results.
• Identifies budget variances drivers and communicates them.
• Consolidates forecasts, annual budgets, and strategic plans with commentary.
• Supports timely, accurate financial management information and reporting systems.
• Prepares key presentations and ad-hoc business reviews as needed.
• Presents financial analysis to influence management decisions.

Skills

Financial analysis

Excel

Report development

Education

Bachelor's degree in Accounting, Finance, or a directly related field

Job description

Job Description

At Regions, the Financial Planning and Analysis Analyst is responsible for all areas of financial and management reporting, planning and analysis.

Primary Responsibilities

• Develops, updates, and maintains models to budget, forecast, analyze, and report financial data
• Develops and performs monthly detailed financial analysis including financial modeling and monitoring business results and impact to bottom line
• Defines drivers of budget variances and ensures understanding of key drivers with responsible parties
• Consolidates and reports monthly forecasts, annual budgets, and strategic plans, including related summary commentary and analysis
• Assists with the provision of timely, accurate, and reliable financial management information and the running and enhancement of reporting systems which facilitate the production of this management information
• Completes regular and ad-hoc reporting and business reviews as well as the preparation of key presentations and special projects as required
• Presents financial analysis to influence management decisions

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Requirements

• Bachelor's degree in Accounting, Finance, or a directly related field
• Three (3) years of experience with management reporting or financial analysi s

Preferences

• Experience with Essbase Financial Reporting tool or similar

Skills and Competencies

• Financial analysis and research
• Proficient in Microsoft Office Products Suite, particularly Excel
• Report development

Additional Responsibilities

• Support accurate and timely administration of incentive compensation plans for financial advisors, licensed branch associates, and sales managers
• Research and resolve incentive issues and communicate with associates and managers as necessary
• Act as communication liaison between sales force, firm management and various departments within organization
• Analyze monthly performance of sales associates and report to appropriate sales management
• Other support tasks for Investment Services Finance team

This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations.

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Regions will not sponsor applicants for work visas for this position at this time. Applicants for this position must be currently authorized to work in the United States on a full-time basis.

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target

Minimum

$69,442.45 USD

Median

$88,360.00 USD

Incentive Pay Plans

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Riverchase Complex North Building

Location

Hoover, Alabama

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.