FP&A Analyst

Mercantil Commerce Bank; Kansas City (MO); Hybrid; USD 72,000 - 85,000; Full time

Benefits offered by this job

Health benefits

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank is seeking a skilled Finance Analyst to support budgeting, forecasting, and financial reporting for its Kansas City unit. You will partner with management and corporate stakeholders to interpret data, build models, and drive business results.

Requires a bachelor’s degree in accounting/finance/business and 3+ years in FP&A, with strong Excel and BI tool proficiency. Hybrid in-office schedule and comprehensive benefits are offered.

Qualifications

• Bachelor’s degree in Accounting/Finance/Business or equivalent.
• 3+ years of financial planning and analysis experience required.
• Strong analytical and quantitative skills with BI tools.

Responsibilities

• Perform financial forecasting, reporting, and metrics tracking.
• Develop and interpret financial models to drive strategic planning.
• Prepare monthly management reporting and variance analysis.
• Update unit cost data for services and monitor performance vs plans.
• Provide data‑driven insights to leadership and drive process improvements.

Skills

Financial forecasting

BI reporting

Data analysis

Business acumen

Communication

Attention to detail

Education

Bachelor’s degree in Accounting/Finance/Business

Tools

Excel

Power BI

Forecasting tools

Job description

About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range Annual Salary: $72,000.00 - $85,000.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to work with various levels of management within the Business Unit, as well as corporate stakeholders to develop, interpret and implement financial reporting related to strategic planning, budgeting, and forecasting to drive business results.

Essential Functions

• Perform financial forecasting, reporting, and operational metrics tracking
• Perform monthly processes used in internal Management reporting
• Work with Service and Support leaders to establish/update unit costs for services provided
• Report on financial performance and prepare for regular leadership reviews
• Analyze past results and perform variance analysis identifying trends and anomalies
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
• Update financial models and analyses to support strategic initiatives
• Research, analyze and synthesize data from multiple sources into business information as directed by Business Unit leaders and/or team leaders
• Identify and drive process improvements, including the creation of standard and ad-hoc reports
• Support Business Unit leaders with data-driven analysis
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Intermediate knowledge of Financial Planning and Analysis functions
• Intermediate analytical and quantitative skillset, including the utilization of BI and reporting tools
• Intermediate independent thinking and problem-solving skills
• Ability to demonstrate solid business acumen
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills.
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Strong level proficiency with Microsoft Word, Excel and Outlook.

Education & Experience Bachelor’s degree in Accounting/Finance/Business, or equivalent combination of education and experience required 3+ years of financial planning and analysis related experience required

Hybrid Schedule: In office 3 days per week

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type: Full time

Benefits

• employer sponsored health, dental, and vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits

Why Commerce?

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes' Best Midsized Employers, Forbes' Best Employers for Women, and Korn Ferry's Engaged Performance Award. You'll see the difference for yourself when you join the team.

Inclusion at Commerce

Equal Opportunity Employer Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.