Senior FP&A Analyst

RBC Capital Markets LLC; Raleigh (NC); Hybrid; USD 95,000 - 140,000; Full time

Benefits offered by this job

Total Rewards Program including bonus

Flexible benefits

Career advancement opportunities

World-class training and development

Strong team and tools

Grow your career with RBC

Job summary

RBC Bank in Raleigh, NC is seeking a Forecasting and Planning Analyst to support balance sheet and income statement forecasting, reporting for senior management and regulatory purposes, and capital planning. You will lead forecasting, financial modeling, and performance reporting to provide insights that drive strategic decisions.

You will collaborate with Finance, Treasury, Risk, Data & Analytics, and business partners to ensure accurate assumptions and consistent reporting, while contributing

Qualifications

• BS/BA in Finance or higher degree.
• 2-4 years of FP&A experience.
• Experience turning data into executive-ready reporting.
• Advanced PowerPoint and Excel skills.
• Experience with process transformations.
• 2-3 years banking experience.
• Experience with data reporting and visualization tools such as Tableau.

Responsibilities

• Lead annual planning, forecasting, 5-Year Outlook processes for the cross-border banking business.
• Prepare reports for senior management and boards.
• Partner with leaders to validate growth assumptions.
• Perform scenario analysis & sensitivity modeling on macro conditions.
• Support strategic initiatives with financial impact assessments.
• Collaborate across Finance, Treasury, Accounting, Risk and Analytics to align assumptions.
• Assist in Capital Plan development and stress testing.
• Enter and upload Planning & Forecast results in the EPM system.
• Drive process improvements and automation projects.
• Support monthly Business Performance Reporting with KPI insights.
• Develop executive dashboards for performance and trends.

Skills

Excel Proficiency

Financial Modelling

Pivot Tables

PowerPoint

Data Analysis

Education

BS/BA in Finance or higher degree

Tools

Tableau

ETL tools

Job description

Job Description

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

#LI-POST

#LI-Hybrid

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)

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

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 largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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