Senior FP&A Leader: Budgeting, Forecasting & Strategy

West Coast Community Bank; San Jose (CA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision

Vacation & holidays

401(k) with matching

Volunteer time

Life insurance

Training & development

Job summary

West Coast Community Bank is seeking an FP&A Manager to lead budgeting, forecasting, and financial planning across earnings performance, capital management, and liquidity planning. The role partners with senior management to deliver insightful financial analyses and strategic growth initiatives.

This on-site position requires strong modeling, regulatory reporting experience, and the ability to communicate complex information to executives.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field.
• Minimum five years of FP&A or senior financial analyst experience in banking/financial services.
• Knowledge of CECL, interest rate risk, and regulatory reporting.
• Experience preparing Board and executive management reporting.

Responsibilities

• Lead annual budgeting and quarterly forecasting with Director of FP&A.
• Produce monthly variance analysis and insights into drivers.
• Develop models for balance sheet growth and liquidity planning.
• Prepare Board reporting packages and management analyses.
• Support regulatory and external auditing requests.

Skills

Financial modeling

Advanced Excel

Python for data analysis

Strategic planning

Executive communication

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

MBA, CPA, or CFA preferred

Tools

Cognos

Job description

West Coast Community Bank is seeking an FP&A Manager to lead budgeting, forecasting, and financial planning across earnings performance, capital management, and liquidity planning. The role partners with senior management to deliver insightful financial analyses and strategic growth initiatives.

This on-site position requires strong modeling, regulatory reporting experience, and the ability to communicate complex information to executives.