Financial Planning and Analysis Analyst

Socket.dev; Hoover (AL); On-site; USD 62,000 - 76,000; Full time

Job summary

Regions seeks a Financial Planning and Analysis Analyst in Hoover, Alabama, to lead budgeting, forecasting, and management reporting. You will build and maintain models, analyze performance, and prepare key presentations for decision makers.

You will consolidate forecasts and budgets, provide timely insights, and support incentive planning and cross-department collaboration. This on-site role offers stability and opportunities for growth within Regions.

Qualifications

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

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.
• 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.
• Presents financial analysis to influence management decisions.
• 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.

Skills

Financial analysis

Report development

Education

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

Tools

Excel

Microsoft Office

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

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 analysis

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.

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

50th Percentile

$88,360.00 USD

Incentive Pay Plans

This job is not incentive eligible.

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.