Financial Planning and Analysis Manager

Billings, Montana, United States


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Type: Permanent

Experience: Experienced Professional (Non-Manager)

Category: Banking

Industry: Financial / Banking

Company: Julison Sell Search Team

Reference ID: rgzfAN

Date Posted: 11/23/2022

Shortcut: http://jobs.mrinetwork.com/EOtw8J


SUMMARY

The Financial Planning and Analysis Manager is responsible for providing management with an analysis and insight of financial results in coordination with the broader Finance team. Contribute towards the directional strategy and utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of the current and projected performance.

 

ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.

 

  • Perform analytics related to P&Ls, forecasts, budgets, and key performance indicators
  • Partner closely with the business to gather information, synthesize inputs and create value added analysis
  • Play a key role in execution of monthly forecasts and annual budget process
  • Manage Business Reviews
  • Partner with data team to develop dashboards with a customer experience lens
  • Contribute to externally presented analytics including quarterly earnings materials
  • Conduct and problem solve ad-hoc financial analysis based on senior management requests
  • Improve integration of reporting / data, forecasting, and analytics across line of businesses 
  • Develop model assumptions
  • May lead a team of analysts

 

 

EDUCATION and/or EXPERIENCE

BA / BS in Finance, Accounting, Economics (CFA, CPA, MBA a plus) and 5+ years financial planning, reporting or consulting experience, preferably in an analytical or forecasting capacity, one year of capital stress testing or equivalent combination of education and experience.

 

OTHER SKILLS

  • Exceptional analytical, problem solving and critical thinking skills with relentless attention to detail
  • Strong interpersonal and relationship building skills; ability to communicate well to senior leaders
  • High degree of analytical aptitude and curiosity with skillset including Excel and PowerPoint

 

LANGUAGE SKILLS

Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.  Ability to respond to common inquiries of complaints of customers, regulatory agencies, or members of the business community.  Ability to write speeches and articles for publication that conform to prescribed style and format.  Ability to effectively present information to top management, and/or boards of directors.

 

MATHEMATICAL SKILLS

Ability to apply advanced mathematical concepts as applicable.  Ability to apply mathematical operations to such tasks as frequency distributions, determinations of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis.

 

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions.  Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

 

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to walk and talk or hear.  The employee frequently is required to stand and sit.  The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; and stoop, kneel, crouch, or crawl.  Specific vision abilities required by this job include close vision.

 

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

 

To find out more information contact Amanda at 360.684.1592 or at amanda@julisonsell.com

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