Strategic FP&A Lead: Forecasting & Insights

Carver Federal Savings Bank; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

A prominent banking institution is seeking a Financial Planning and Analysis Lead to oversee financial planning and reporting. This role involves analyzing financial performance, developing forecasts, and providing insights for strategic decision-making. The ideal candidate will have a Bachelor's degree and 4+ years of relevant experience, proficient in financial modeling and Excel, with strong analytical skills and the ability to communicate complex information clearly. This is a critical role aimed at improving financial processes and ensuring efficient reporting.

Qualifications

• 4+ years of experience in FP&A, corporate finance, financial services, or analytical role.
• Ability to independently manage workload and deliver high-quality output.
• Experience preparing executive-level and board-level financial materials.

Responsibilities

• Support annual budget, rolling forecast, and multi-year financial planning.
• Perform monthly and quarterly deep-dive analysis of business performance.
• Prepare management reporting packages for senior leadership.
• Develop KPIs and performance dashboards for leaders.

Skills

Financial modeling

Analytical skills

Communication

Problem-solving

Organizational skills

Influencing skills

Education

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

Tools

Excel

PowerPoint

Jack Henry ProfitStars

Job description

A prominent banking institution is seeking a Financial Planning and Analysis Lead to oversee financial planning and reporting. This role involves analyzing financial performance, developing forecasts, and providing insights for strategic decision-making. The ideal candidate will have a Bachelor's degree and 4+ years of relevant experience, proficient in financial modeling and Excel, with strong analytical skills and the ability to communicate complex information clearly. This is a critical role aimed at improving financial processes and ensuring efficient reporting.