Senior FP&A Analyst: Strategic Budgeting & Forecasting

hbtbank; Bloomington (IL); On-site; USD 75,000 - 120,000; Full time

Job summary

Heartland Bank and Trust Company, headquartered in Bloomington, Illinois, seeks a Senior FP&A Analyst to lead interest rate risk modeling, budgeting, and forecasting efforts. You will provide timely, accurate insights by collaborating with business leaders and delivering management reports that inform strategic decisions.

Responsibilities include maintaining planning tools, producing monthly statements and dashboards, and supporting ad hoc analyses for senior management.

Qualifications

• Bachelor’s degree in Finance or Accounting is required or equivalent.
• Minimum 5 years of bank or corporate finance experience preferred.
• Familiarity with Asset-Liability Modeling and planning/forecasting models.
• Experience with Jack Henry Silverlake core system.
• Proficiency with report-writing tools such as Cognos or Power BI.

Responsibilities

• Manage interest rate risk model and produce reports for interest rate scenarios.
• Administer planning model and reporting tools to prepare rolling forecast and annual budget.
• Analyze variances between actual results and budget/forecast; summarize key drivers and present findings to management.
• Produce and distribute monthly management reporting, including income statement, balance sheet, and key performance metrics.
• Develop and maintain dashboards to monitor line-of-business performance, including liquidity monitoring and reporting.
• Respond to ad hoc analytical requests from senior management and business unit leaders.

Skills

ALM familiarity

Advanced Excel

Education

Bachelor’s degree in Finance or Accounting

Tools

Power BI

Cognos

Jack Henry Silverlake

Job description

Heartland Bank and Trust Company, headquartered in Bloomington, Illinois, seeks a Senior FP&A Analyst to lead interest rate risk modeling, budgeting, and forecasting efforts. You will provide timely, accurate insights by collaborating with business leaders and delivering management reports that inform strategic decisions.

Responsibilities include maintaining planning tools, producing monthly statements and dashboards, and supporting ad hoc analyses for senior management.