Financial Planning and Analysis Manager

MRINetwork; Atlanta (GA); On-site; USD 135,000 - 165,000; Full time

Job summary

A financial services company in Atlanta seeks a Finance Professional to oversee budgeting and forecasting processes. The role requires a Bachelor's in finance and over six years of banking experience. You will develop forecasting methodologies and drive software implementation. Strong interpersonal and presentation skills are vital for aligning finance initiatives with corporate goals. This mid-senior level position offers a key opportunity for growth within a dynamic environment focused on M&A and expansion.

Qualifications

• Minimum of six years of banking experience.
• Experience with budgeting and forecasting functionality within a bank.
• Experience with software implementations is a plus.

Responsibilities

• Oversee budgeting and forecasting processes.
• Develop and build appropriate forecasting methodologies.
• Drive software implementation conversations to select an appropriate budgeting/forecasting platform.
• Analyze bank profitability and drill down into profitability metrics.
• Ensure alignment of FP&A initiatives with corporate goals.

Skills

Budgeting

Forecasting

Interpersonal skills

Presentation skills

Attention to detail

Education

Bachelor’s degree in finance, accounting, or economics

Job description

This range is provided by MRINetwork. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$135,000.00/yr - $165,000.00/yr

Manager – Financial Planning & Analysis (FP&A)

If you are a Finance Professional, have six plus years of experience in a multibillion-dollar organization handling Budgeting & Forecasting, management reporting, and profitability, this could be an outstanding opportunity for you. Our firm is an affiliate of Management Recruiters International. We specialize in banking ‘vertical’, primarily working with $0 to $20B banks nationwide. Our focus is placing top performers within Accounting & Finance – primarily CFO’s, Chief Accounting Officers, Controllers, Treasurers, Asset & Liability Managers, and Portfolio Managers.

Our client is a multibillion-dollar financial services company in the Georgia Market. They have a vision for continued M&A and organic growth and a strategy that is only going to continue to expand. Their Management Team is very solid, and the bank’s strategy is focused both on organic growth as well as traditional M&A. This approach has paid dividends, and the bank is performing very well. They are very well positioned and poised to move to the next level and are now looking to add a key player in this newly created role that will handle budgeting, forecasting, management reporting, dashboarding, etc.

The essence of the role is multifaceted and over time as the bank grows additional staff will be layered underneath this position. Initially the primary focus is going to be budgeting and forecasting and building out appropriate methodologies. Having experience project managing software implementations is a huge plus. Currently, the client does not have standalone software for budgeting and forecasting, so experience with one of the major banking platforms will help you drive the conversations internally with what software the bank ends up going with. Being well versed in bank profitability and drilling down into customer, product, and organizational profitability are things they will be focusing on down the road, so at this point those are more ‘nice to have’ than ‘must have’ skill sets.

The nice thing about this role is that you will be enhancing this function as the infrastructure is built, you will be more fully building it out. Peeling this responsibility off the plate of your boss, the CFO, and taking a leadership role in this area, and communicating effectively corporate wide is important to be successful in this position. You will be tasked with প্রত্যশি, communication, and making sure everything aligns with corporate goals and objectives. This is a critical job for the bank and with their strong vision, opportunities will continue to present themselves down the road.

Responsibilities and Qualifications

• Qualifications: Bachelor’s degree in finance, accounting, or economics; six plus years of banking experience; experience with budgeting, forecasting, and profitability functionality within a bank. Implementation experience of some sort is a huge plus. Excellent interpersonal skills, strong presentation skills, and attention to detail are required.
• Core Responsibilities:
• Oversee budgeting and forecasting processes.
• Develop and build appropriate forecasting methodologies.
• Drive software implementation conversations to select an appropriate budgeting/forecasting platform.
• Analyze bank profitability and drill down into customer, product, and organizational profitability.
• Communicate and ensure alignment of FP&A initiatives with corporate goals and objectives.
• Lead innovation and build the infrastructure for the FP&A function as the bank expands.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

• Finance, Project Management, and Research Puzzle
• Industries: Banking