Senior FP&A Analyst: Strategic Forecasting & Risk

Heartland Bank and Trust Company; 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 lead interest rate risk modeling, budgeting and forecasting, and management reporting. You will collaborate with business line leaders to deliver timely insights, produce monthly income statements and balance sheets, and develop dashboards to monitor liquidity and overall performance for senior management.

Bachelor’s degree in Finance or Accounting with 5+ years in banking or corporate finance; strong Excel and

Qualifications

• The candidate has a Finance or Accounting degree and relevant banking/finance experience.
• Proven ability in budgeting, forecasting and variance analysis.
• Strong Excel, Cognos or Power BI skills and data visualization expertise.
• Experience with asset-liability modeling is desirable.

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.
• Produce and distribute monthly management reporting including income statement and balance sheet.
• Develop dashboards to monitor liquidity and line-of-business performance.
• Respond to ad hoc analytical requests from senior management and business unit leaders.

Skills

Advanced Excel skills

Pivot tables

Lookups

Complex formulas

Data visualization

Education

Bachelor’s Degree in Finance or Accounting

Tools

Jack Henry Silverlake

Cognos

Power BI

Planning/Forecasting model

Job description

Heartland Bank and Trust Company in Illinois is seeking a Senior FP&A Analyst to lead interest rate risk modeling, budgeting and forecasting, and management reporting. You will collaborate with business line leaders to deliver timely insights, produce monthly income statements and balance sheets, and develop dashboards to monitor liquidity and overall performance for senior management.

Bachelor’s degree in Finance or Accounting with 5+ years in banking or corporate finance; strong Excel and