Senior FP&A Manager - Strategic Finance & Planning

West Coast Community Bank; Santa Cruz (CA); Presencial; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision plans

Vacation, sick leave, paid holidays

Employer paid life insurance, long and

short term disability

401(k) with employer matching

Ongoing training, professional dev

Descripción de la vacante

West Coast Community Bank is seeking an FP&A Manager to serve as a strategic finance partner, overseeing budgeting, forecasting, and financial planning while delivering board and management reporting. The role focuses on earnings performance, capital planning, treasury activities, and CECL analytics with a strong emphasis on communication to senior management.

The on-site position requires at least four days per week in the office and reports to the SVP of FP&A, collaborating across treasury,

Formación

• Bachelor's degree in Accounting, Finance, Economics, or related field required, or an equivalent combination of education and experience.
• Minimum five (5) years of experience as a Senior Financial Analyst, FP&A Manager, or in a similar role within the banking or financial services industry.
• Thorough knowledge of financial accounting and regulatory reporting concepts.
• Experience supporting SEC reporting activities, including Forms 10-Q, 10-K, earnings releases, and investor reporting preferred.
• Experience utilizing advanced analytical and reporting tools to support forecasting, budgeting, and financial analysis.
• Experience with Cognos reporting tools preferred.

Responsabilidades

• Collaborate with the Director of FP&A to lead the Company's annual budgeting process, quarterly forecasting cycle, and long-range financial planning activities.
• Assist with monthly variance analysis and provide insights into key drivers impacting financial performance.
• Develop and maintain financial models supporting balance sheet growth, earnings performance, capital management, liquidity planning, and strategic decision-making.
• Provide financial analysis and reporting to support executive management's strategic and operational decision-making processes.
• Lead and support special projects as assigned.

Conocimientos

Analytical skills

Financial modeling

Forecasting

Budgeting

Educación

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

MBA, CPA, or CFA designation highly preferred

Herramientas

Excel

Power Query

Python

Cognos

SQL

Descripción del empleo

West Coast Community Bank is seeking an FP&A Manager to serve as a strategic finance partner, overseeing budgeting, forecasting, and financial planning while delivering board and management reporting. The role focuses on earnings performance, capital planning, treasury activities, and CECL analytics with a strong emphasis on communication to senior management.

The on-site position requires at least four days per week in the office and reports to the SVP of FP&A, collaborating across treasury,