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Senior Financial Planning Analyst

Fulton Bank, N.A.

Lancaster (Lancaster County)

Hybrid

USD 77,000 - 129,000

Full time

6 days ago
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Job summary

An established industry player is seeking a Senior Financial Planning Analyst to join their dynamic team. This full-time, hybrid role offers the chance to provide critical analytical support to senior management, enhancing decision-making processes and driving business success. The ideal candidate will possess a strong background in financial planning and analysis, with a solid understanding of the banking sector. You will collaborate closely with various teams, ensuring that financial insights lead to actionable strategies. Join a forward-thinking organization committed to making a positive impact in the community while fostering a culture of continuous learning and inclusion.

Benefits

Medical Plans
401(k) with Employer Match
Paid Time Off
Educational Assistance
Wellness Program

Qualifications

  • 5+ years in corporate financial planning or accounting.
  • Experience in banking or financial services preferred.

Responsibilities

  • Provide financial and operational analytics to improve business decisions.
  • Prepare and communicate budgets and forecasts integrated with strategy.

Skills

Financial Analysis
Budgeting
Forecasting
Trend Analysis
Operational Analytics

Education

Bachelor Degree in Finance or Accounting

Tools

Workday

Job description







Senior Financial Planning Analyst




Job Locations

US-PA-Lancaster






























Requisition ID
2025-22024


Location Name

Corporate Headquarters


County

Lancaster

Category
Finance/Accounting

Position Type (Portal Searching)
Full-Time

FLSA Status
Exempt





Value Proposition




Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.






Overview




This is a full-time, hybrid career opportunity based out of our Corporate Headquarters location in Lancaster, PA.

The Senior Analyst Financial Planning is responsible for efficiently providing detailed analytical support to senior management to improve business decisions. The person in this position will provide financial and operational analytics, budgeting and forecasting, trend analysis, business insights, qualitative assessment of risks and opportunities, and recommendations based on advanced financial analysis. In addition, to the regular assessment of business operations, this position will be a key player in the expansion and evolution of the Financial Planning & Analysis (FP&A) function within Fulton, participating in projects to enhance the team's capabilities. The ideal candidate will have a financial planning and analysis background with a solid understanding of both the banking industry and general accounting and will work closely with FP&A team members and lines of business to successfully achieve common goals.






Responsibilities




    Serve as a trusted advisor and thought partner to key stakeholders.
  • Report on actual financial and operational performance against targets and provide variance analysis and guidance on future trends.
  • Prepare and communicate robust and meaningful budgets and forecasts, integrated with strategy, targets, and operational processes.
  • Ensure performance risks, issues and opportunities are highlighted to management.
  • Drive process efficiencies to focus on key deliverables in order to create value for key stakeholders and ultimately shareholders.
  • Generate insight and drive outcomes by challenging assumptions, scoping and framing problems, and analyzing and delivering solutions.
  • Influence strong cross-functional communications and enhance efficiencies by leading teams through process improvements efforts.
  • Actively engage in the ongoing development of Fulton's financial planning and business intelligence systems.
  • Perform ad-hoc projects, and analytics that result in recommendations to the management team.





Qualifications




Education

Bachelor Degree or the equivalent experience. Specialty: Finance, Accounting or other applicable. (Required)

Experience

5 or more years corporate financial planning or accounting. (Required)

2 or more years banking or financial services. (Preferred)

1 or more years Workday experience (Preferred)






Other Duties as Assigned by Manager




This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.






Pay Transparency




To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The salary range for this position is $77,100.00 - $128,600.00 annually.

Additional Compensation Components

This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.






Benefits




Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.






NMLS




This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.






EEO Statement




Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.




Sponsorship Statement




As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.





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