Senior FP&A Analyst: Strategic Forecasting & Insights

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

Job summary

Heartland Bank and Trust Company in Illinois is seeking a Senior FP&A Analyst to execute interest rate risk, budgeting and forecasting modeling, and provide management reporting. You will collaborate with business leaders to deliver timely insights that drive performance.

The role focuses on risk modeling, rolling forecasts, variance analysis, and dashboards for liquidity and performance monitoring, with regular executive-facing reports and ad hoc requests.

Qualifications

• Bachelor’s Degree in Finance or Accounting; 5+ years bank or corporate finance preferred
• Advanced Excel skills with pivot tables, lookups and complex formulas
• Familiarity with Power BI, Cognos and core banking reporting systems

Responsibilities

• Manage interest rate risk model and produce reports for scenarios
• Administer planning model and rolling forecast and annual budget
• Analyze variances between actual results and budget/forecast; present findings
• Produce monthly management reporting: income statement, balance sheet, KPIs
• Develop dashboards to monitor line-of-business performance and liquidity
• Respond to ad hoc analytical requests from senior management

Skills

Advanced Excel

Education

Bachelor’s Degree in Finance or Accounting

Tools

Power BI

Cognos

Jack Henry Silverlake

Job description

Heartland Bank and Trust Company in Illinois is seeking a Senior FP&A Analyst to execute interest rate risk, budgeting and forecasting modeling, and provide management reporting. You will collaborate with business leaders to deliver timely insights that drive performance.

The role focuses on risk modeling, rolling forecasts, variance analysis, and dashboards for liquidity and performance monitoring, with regular executive-facing reports and ad hoc requests.