Financial Planning and Analysis Senior Analyst

First Interstate Bank; Billings (MT); On-site; USD 70,000 - 90,000; Full time

Job summary

First Interstate Bank is seeking a Financial Planning and Analysis Senior Analyst located in Billings, Montana. This role is vital in providing forecasts and financial analysis in collaboration with Finance and Business Partners. Key responsibilities include supporting financial performance and providing business advisory services.

The ideal candidate will have a Bachelor's Degree and 4–6 years of experience in finance, along with proficient skills in Microsoft Excel. CPA and CFA certifications are preferred. Strong analytical and communication skills are essential for this position.

Qualifications

• 4–6 years of experience in finance, accounting, business, or a related role.
• Certified Public Accountant preferred.
• Chartered Finance Analyst preferred.

Responsibilities

• Provide financial products and services and act as a business advisor.
• Initiate, collect, compile, and integrate business data for forecasts.
• Execute variance analysis and provide understanding of performance.
• Make recommendations for financial and performance improvements.
• Support development of business cases with financial indices.
• Utilize analysis to support decision making.
• Assist in improving internal senior leadership reports.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Education

Bachelor's Degree

Tools

Microsoft Excel

Job description

The Financial Planning and Analysis Senior Analyst is responsible for providing forecasts and financial analysis, partnering with Finance and Business Partners to develop detailed budgets and forecasts, and tracking and reporting performance against budgets.

Essential Duties and Responsibilities

• Provide financial products and services and act as a business advisor and partner to various business units.
• Initiate, collect, compile, and integrate business data to inform forecasts and budgets.
• Execute variance analysis and provide understanding of operational and financial performance to senior leadership.
• Make recommendations for business unit/program financial and performance improvements.
• Lead and support the development of business cases using appropriate financial indices and coordinate with other stakeholders.
• Utilize insightful analysis to support decision making and drive business results.
• Assist in the development and improvement of internal senior leadership reports.

Qualifications

• Proficient in Microsoft Excel and advanced understanding of forecast modeling.
• Bachelor's Degree required.
• 4–6 years of experience in finance, accounting, business, or a related role.

Knowledge, Skills, and Abilities

• Strong analytical and problem‑solving skills.
• Excellent communication and interpersonal skills.
• Ability to perform in a collaborative team environment and independently.

Licenses and Certifications

• Certified Public Accountant preferred.
• Chartered Finance Analyst preferred.

Physical Demands and Working Environment

The work environment required entails frequently sitting and occasionally standing. Typical work hours are Monday through Friday, 8:00 a.m. – 5:00 p.m. The role requires operating a computer keyboard and mouse, with a moderate noise level.

Equal Opportunity Employment Statement

First Interstate Bank is an equal opportunity employer committed to a diverse workforce and a barrier‑free employment process. Employment is based solely on an individual's merit and qualifications directly related to the position. The company provides reasonable accommodations to qualified individuals with disabilities and complies with all applicable laws. All applicants must pass pre‑employment screenings, including background checks, and the company participates in E‑Verify.