Senior FP&A Forecasting & Performance 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

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