FP&A Analyst: Budgeting, Forecasting & Insights

Regions Financial Corporation; Hoover (AL); On-site; USD 69,000 - 88,000; Full time

Benefits offered by this job

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

Job summary

Regions Financial Corporation in Hoover, Alabama seeks a Financial Planning and Analysis Analyst to handle budgeting, forecasting, and financial reporting. This role develops models, analyzes performance, and supports management with timely financial information.

The position is onsite with regular office presence; requires a Bachelor's in accounting/finance and 3 years of management reporting or financial analysis experience, with Excel proficiency.

Qualifications

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

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.
• 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.
• 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

Skills

Financial analysis

Excel proficiency

Reporting

Education

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

Tools

Essbase

Job description

Regions Financial Corporation in Hoover, Alabama seeks a Financial Planning and Analysis Analyst to handle budgeting, forecasting, and financial reporting. This role develops models, analyzes performance, and supports management with timely financial information.

The position is onsite with regular office presence; requires a Bachelor's in accounting/finance and 3 years of management reporting or financial analysis experience, with Excel proficiency.