Senior FP&A Manager

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

Benefits offered by this job

401k matching

Job summary

East West Bank is seeking a Forecast Manager for the FP&A team to lead short- and long-term financial forecasts, budgets, and profitability analysis. You will partner with business lines and treasury to model outcomes, assess risks, and drive decision-focused insights.

Strong Excel, financial modeling, and communication skills are required. Ideal candidates have 5–10 years in corporate FP&A within banking, with knowledge of ALM, FTP, and Hyperion, and a CPA/MBA is preferred.

Qualifications

• Bachelor's degree in finance or accounting required.
• CPA or MBA preferred.
• 5–10 years of corporate FP&A and/or strategic planning experience in financial services/banking."

Responsibilities

• Lead development of short- and long-term financial forecasts (income statement, balance sheet, cash flow).
• Manage annual budgeting and reforecast cycles.
• Analyze performance vs. plan; explain variances and drivers.
• Develop forecasting models considering market, interest rate, and strategy changes.
• Provide insights on NIM, loan/deposit trends, and key banking metrics.
• Support capital planning and liquidity through scenario analysis.
• Integrate credit risk and macro assumptions with risk team."],
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Skills

Forecasting

Financial modeling

Analytical thinking

Excel proficiency

Communication skills

Team collaboration

Ownership & deadlines

Education

Bachelor's degree in finance or accounting

CPA or MBA preferred

Tools

Hyperion Planning

Excel

Financial reporting systems

FTP tools

Job description

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 very strong understanding of how bank balance sheet works and understanding of how much individual assets contribute.
• 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 able to thrive in a collaborative team environment.
• Strong sense of ownership and be able 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.