Senior Profitability & Planning Analyst

Hancock Whitney; New Orleans (LA); On-site; USD 70,000 - 100,000; Full time

Job summary

Hancock Whitney in New Orleans seeks an experienced financial professional to analyze profitability drivers, oversee budgeting and forecasting, and support corporate decision making. You will lead complex pro forma analyses and prepare quarterly management review packages for executive leadership.

The role requires strong Excel, SQL/Oracle skills, and the ability to communicate insights clearly to diverse stakeholders.

Qualifications

• Bachelor’s degree required in accounting or finance; MBA/CPA preferred.
• Strong analytical skills to interpret financial data.
• Proficient in Excel-based financial modeling.
• Experience with budgeting and reporting processes.
• Excellent written and verbal communication.

Responsibilities

• Manage quarterly preparation, analysis, and distribution of Quarterly Management Review Packages.
• Develop and maintain complex Excel financial models for each company.
• Ensure timely financial and statistical reports for executive management and Board use.
• Oversee financial controls and adherence to departmental policies.
• Lead ad hoc analyses and support profit planning functions.

Skills

Analytical skills

Financial modeling

Excel

PowerPoint

SQL

Oracle

Communication skills

Education

B.S. Degree in Accounting, Finance, or related field

MBA

CPA

Tools

Excel

PowerPoint

SQL

Oracle

Job description

Hancock Whitney in New Orleans seeks an experienced financial professional to analyze profitability drivers, oversee budgeting and forecasting, and support corporate decision making. You will lead complex pro forma analyses and prepare quarterly management review packages for executive leadership.

The role requires strong Excel, SQL/Oracle skills, and the ability to communicate insights clearly to diverse stakeholders.