VP/Budget Manager

Five Star Bank; Roseville (CA); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Five Star Bank is seeking a Budget Manager to lead the quarterly forecast, annual budgeting, and variance analyses. You will provide strategic financial support to executives, including Board presentations and capital expenditure analyses.

The role requires meticulous attention to detail, the ability to work under tight deadlines, and a strong track record of accurate financial analysis in banking/financial services. Collaboration with cross-functional teams is essential.

Qualifikationen

• Bachelor’s Degree in Accounting, Finance, Economics, Business Administration, or related field or equivalent experience/training
• Minimum 5 years of experience in a financial analyst role or similar in Banking/Financial Services
• Experience with GAAP and financial reporting
• Ability to present complex financial data clearly and concisely
• Experience preparing Board presentations and executive-level reports
• Knowledge of budgeting, forecasting, and variance analysis

Aufgaben

• Lead the annual budgeting and quarterly forecasting processes
• Perform variance analysis and profitability assessments
• Prepare Board and executive-level financial presentations
• Analyze financial data and provide actionable insights for decision making
• Coordinate with departments to gather inputs and validate data
• Maintain and improve budgeting/forecasting processes and documentation
• Utilize core systems including Jack Henry SilverLake, Cognos, Axiom, Workiva, and Power BI
• Support special projects as requested by executive management

Kenntnisse

Communication skills

GAAP knowledge

Financial analysis

Deadline-oriented

Interpersonal skills

Ausbildung

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

Tools

Jack Henry SilverLake

Cognos

Axiom

Workiva

Power BI

Jobbeschreibung

Description

Reporting to the Director of Financial Reporting and Analytics, the Budget Manager is responsible for leading the Company’s financial quarterly forecast, annual budgeting process, operating plan variance analysis, and special projects. The Budget Manager will provide financial consulting and strategic support to executive management including preparing Board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, and other projects requested by executive management. The role requires the ability to work effectively under tight deadlines, extreme attention to detail, and perform consistently accurate, high quality financial analysis.

Essential Job Functions

• Manage and support the process, methodology, concepts, and priorities of the annual budgeting and period forecasting functions


• Conduct analyses and reporting for corporate functions, including: monthly financials, budget to actual comparison, periodic forecasting, aggregated financial profitability, and graphical summaries of financial performance


• Monitor and analyze financial and operational data and performance indicators, highlighting trends, and analyzing causes of unexpected variance


• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes


• Perform periodic and ad hoc financial data analysis, queries, reconciliations, and reports as needed from the Board of Directors, Executive Team, or to satisfy external client or audit requests


• Understand, maintain, and continually improve budgeting, forecasting, and profitability processes, reports, tools and documentation which includes reviewing, validating, updating, and reconciling system data


• Work with the Company’s core systems including: Jack Henry SilverLake, Cognos, Axiom, Workiva, and Power BI


• Other tasks as requested

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, Business Administration, or related field or equivalent experience/training


• Minimum 5 years of experience in a financial analyst role or equal experience in similar areas in the industry of Banking/Financial Services


• Prior accounting experience commensurate with the above Job Functions


• Communication skills to effectively, accurately, and concisely convey information, concepts, instructions, and ideas in oral, written and presentation formats to a variety of audiences


• Sound knowledge of financial analysis principles and methods


• Ability to understand, interpret, and analyze complex financial data and information and translate into reports and presentations for the appropriate audience


• Strong interpersonal skills, including the ability to work effectively with others, resolving conflict and developing relationships


• Strong planning, organizing, and time management skills, with the ability to prioritize work and meet deadlines


• Knowledge of accounting and financial operations and processes


• Understanding of Generally Accepted Accounting Principles (GAAP)


• Knowledge of computerized accounting/financial systems and how they are used in compiling, recording, and maintaining accounting/financial transactions and information


• Ability to tackle unfamiliar projects, assignments, and tasks with a positive attitude and influence and work in a support role


• Ability to work effectively in a dynamic and fast-paced environment with changing business priorities


• Ability to maintain and work discreetly with confidential information