Senior FP&A Manager

East West Bank; Pasadena (CA); On-site; USD 130,000 - 170,000; Full time

Job summary

East West Bank seeks an experienced Forecast Manager to lead the development of financial forecasts, budgets, and analyses across income statement, balance sheet, and cash flow.

You will partner with line leaders and risk teams to model outcomes and drive profitability planning.

Qualifications

• Bachelor's degree in finance or accounting; CPA or MBA preferred
• 5–10 years of corporate FP&A and/or strategic planning experience in the financial services or banking industry
• Strong understanding of bank balance sheets and FTP concepts
• Experience with ALM models and fund transfer pricing is preferred
• Experience with Hyperion planning budgeting system is preferred
• Strong analytical and problem‑solving skills
• Proficient in Excel and financial reporting systems
• Excellent interpersonal and communication abilities
• Strong team player with collaborative mindset
• Proven ability to deliver results under tight deadlines
• Demonstrated project management experience and process improvement training
• Knowledge of profitability reporting, banking products, balance sheet management, FTP, and pricing

Responsibilities

• Lead development of short‑ and long‑term forecasts (income statement, balance sheet, cash flow)
• Manage annual budgeting and reforecast cycles
• Partner with business leaders to analyze performance vs. plan and explain variances
• Develop forecasting models considering market conditions and strategy
• Provide insights into NIM, loan/deposit growth, and other banking metrics
• Support capital planning and liquidity management via scenario analysis
• Integrate credit risk and macro assumptions with forecasts with risk teams
• Execute day‑to‑day FP&A processes and management reporting
• Drive data mining and model validation for budgeting profitability
• Prepare clear presentations for Senior Management
• Review team work and supervise projects as needed
• Support auditors and regulators with requested information
• May perform other duties as assigned

Skills

Forecasting

Analytical thinking

Excel

Interpersonal communication

Team collaboration

Project management

Process improvement

Problem solving

Education

Bachelor's degree in finance or accounting

CPA or MBA preferred

Tools

Hyperion planning budgeting system

Financial reporting systems

Job description

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi‑cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries such as real estate, entertainment and media, private equity and venture capital, and high‑tech help build sustainable businesses and expand our associates’ potential for career advancement.

Overview

Financial Planning & Analysis (FP&A) Department drives the Company’s annual planning and budgeting cycle and is central to Bank's executive management reporting, financial forecasts, profitability assessment, and incentive plan performance reporting activities. We are currently looking for a strong forecast manager who is responsible for developing, managing, and refining the bank's financial forecasts and performance projections. This role ensures accurate and timely forecasting of revenue, expenses, balance sheet, and key performance indicators to support strategic decision‑making, budgeting, and regulatory compliance. The Forecast Manager works closely with business units, treasury, and risk teams to model future financial outcomes and identify trends or risks impacting profitability and growth.

Responsibilities

• Lead the development of short‑term and long‑term financial forecasts, including income statement, balance sheet, and cash flow projections.
• Manage the annual budgeting process and periodic reforecasting cycles.
• Partner with business line leaders to analyze financial performance versus plan, identify variances, and explain key drivers.
• Develop and maintain forecasting models that incorporate changes in market conditions, interest rates, and business strategy.
• Provide insights into net interest margin (NIM), loan and deposit growth trends, and other key banking metrics.
• Support capital planning and liquidity management through scenario and sensitivity analysis.
• Collaborate with risk management to integrate credit risk and macroeconomic assumptions into forecasts.
• Execution of day‑to‑day financial planning and reporting activities, including, as assigned, executive management reporting, financial budgets & forecasts, profitability assessment, branch and commercial lender performance scorecards, and P&L reforecasting.
• Drive research, data mining and model validation efforts pertaining to departmental budgets and profitability application.
• Assist in the development and preparation of clear and concise presentation materials for Senior Management.
• Review work of other financial analysts and supervise projects assigned to the team, as requested.
• Support collection of requested information for auditors and regulators.
• May perform other duties as assigned.

Qualifications

• Bachelor's Degree in finance or accounting; CPA or MBA preferred.
• 5-10 years of experience in corporate FP&A and/or strategic planning; direct experience in the financial services and banking industry required.
• Must have a very strong understanding of how bank balance sheet work and understanding of how much individual.
• Experience in ALM model and fund transfer pricing model preferred.
• Experience with Hyperion planning budgeting system preferred.
• Strong analytical and problem‑solving skills.
• Proficient in Excel, financial reporting systems and complex financial modeling.
• Excellent interpersonal and communication abilities.
• Strong team player and ability to thrive in a collaborative team environment.
• Strong sense of ownership and ability to deliver results within tight deadlines.
• Demonstrated project management background; trained in process improvement techniques.
• Well versed in profitability reporting; knowledgeable of banking products, balance sheet management, FTP, and pricing are big pluses.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation

The base pay range for this position is USD $130,000.00/Yr. – USD $170,000.00/Yr. Exact offers will be determined based on job‑related knowledge, skills, experience, and location.