Senior FP&A Analyst

RBC; Raleigh (NC); On-site; USD 85,000 - 125,000; Full time

Job summary

RBC Bank in Raleigh, NC seeks a Forecasting and Planning Analyst to support the Balance Sheet and Income Statement forecasting process, prepare reporting for senior management, and assist in Capital Planning and CCAR stress testing. You will lead forecasting, financial modelling and performance reporting activities, driving insights for strategic decisions.

You will collaborate with Finance, Treasury, Accounting, Risk, Data & Analytics and business partners to ensure consistency of assumptions

Qualifications

• BS/BA in Finance or higher degree required.
• 2-4 years of financial planning, forecasting and analysis experience.
• Advanced PowerPoint and Microsoft Excel skills including modelling and pivot tables.
• Prior experience implementing process transformations.

Responsibilities

• Lead the annual planning, forecasting, 5-Year Outlook processes for cross-border banking business.
• Support reporting to senior management and highlight performance vs plans and forecasts.
• Partner with business leaders to validate assumptions on growth, deposits, lending, revenues and expenses.
• Perform scenario analysis and sensitivity modelling on macroeconomic and regulatory changes.
• Support strategic initiatives by evaluating business cases and profitability.
• Collaborate with Finance, Treasury, Accounting, Risk, Data & Analytics to ensure integrity of assumptions.
• Assist in development of Annual RBC Bank Capital Plan and related stress testing.
• Enter and upload Planning & Forecast results within the EPM system.
• Drive process improvements and automation opportunities to enhance performance.
• Support monthly Business Performance Reporting with key metrics and dashboards.

Skills

Financial planning

Forecasting

Financial analysis

Excel

PowerPoint

Education

BS/BA in Finance

Tools

Tableau

ETL tools

Job description

What is the opportunity?

Join RBC Bank in Raleigh, NC, a subsidiary of Royal Bank of Canada that provides cross-border banking advice and solutions for Canadians in the U.S., as our new Forecasting and Planning Analyst. In this role, you will support RBC Bank's growth and management of risk by supporting the Balance Sheet and Income Statement Forecasting process, preparing reporting and analysis for senior management, regulatory and Board purposes, assisting in the Capital Planning process, and supporting RBC IHC CCAR reporting and stress testing. You will support the FP&A and Business Performance Director by leading forecasting, planning, financial modeling and performance reporting activities, while driving insights and support strategic decision making.

What will you do?

• Lead the annual planning, forecasting, 5-Year Outlook processes for the cross-border banking business, ensuring alignment with strategic objectives, financial targets, and executive expectations.
• Support reporting to senior management summarizing each forecasting exercise in the annual planning cycle and highlighting the bank's actual and forecasted performance as it relates to business drivers, risks, and opportunities.
• Partner with business leaders to gather, challenge, and validate assumptions related to client growth, deposits, lending, revenues, expenses, and strategic initiatives.
• Perform scenario analysis and sensitivity modeling to assess the impact of macroeconomic conditions, market trends, regulatory changes, and strategic initiatives on financial performance.
• Support strategic initiatives by evaluating business cases, financial impacts, profitability, and performance tracking.
• Collaborate with Finance, Treasury, Accounting, Risk, Data & Analytics, and business partners to ensure consistency, integrity, and alignment of financial assumptions and reporting.
• Assist in development of annual RBC Bank Capital Plan and associated stress testing process
• Entry and upload of the Planning & Forecast results within the Enterprise Performance Management system (EPM)
• Drive improvement initiatives and actions to enhance operational performance, analyze and redesign processes to eliminate efficiencies and work on automation projects.
• Support the monthly Business Performance Reporting process through the preparation, analysis, and communication of key financial, operational, and client metrics, highlighting performance versus Plan, Forecast, and Prior Year.
• Develop executive dashboards and KPI reporting packages that provide actionable insights into business performance, strategic priorities, growth initiatives, client acquisition, product performance, profitability, and emerging trends.

What do you need to succeed?

Must-have

• BS/BA in Finance or higher degree
• 2-4 years of financial planning, forecasting and analysis experience
• Experience managing large amounts of data in order to develop reporting and analysis for strategic decision making and presenting the information to senior leaders
• Advanced PowerPoint and Microsoft Excel skills (e.g. Financial Modelling, Advanced Functions, and Pivot Tables)
• Prior experience implementing process transformations

Nice-to-have

• 2-3 years of experience in the banking industry
• Experience with data reporting, ETL tools and data visualization tools (e.g. Tableau)

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits

Continued opportunities for career advancement

World-class sales training, coaching, and development opportunities

Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training

Opportunity to achieve great success and grow your career with RBC

Job Skills

• Accounting
• Corporate Financial Planning and Analysis (FP&A)
• Decision Making
• Excel Functions
• Financial Analysis Planning
• Microsoft Excel
• Microsoft Excel Macros
• Pivot Tables
• Tableau (Software)

#LI-POST #LI-Hybrid

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the la

Additional Job Details

• Address:
• 8081 ARCO CORPORATE DRIVE:RALEIGH City:
• Raleigh Country:
• United States of America Work hours/week:
• 40 Employment Type:
• Full time Platform:
• OFFICE OF THE CFO Job Type:
• Regular Pay Type:
• Salaried Posted Date:
• 2026-09-24 Application Deadline:
• 2026-10-12 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above