Manager, Financial Planning & Analysis

We are seeking a highly analytical and business-oriented FP&A Manager to support financial planning, forecasting, strategic decision-making, and performance management across the organization. The ideal candidate will have experience in corporate FP&A and/or strategic planning within a financial services environment and possess strong financial modeling, business partnering, and executive presentation skills. Experience with Fund Transfer Pricing (FTP) models is preferred. This role will partner closely with senior leadership, business line leaders, Treasury, Accounting, and Risk teams to provide actionable insights that drive profitability, growth, and operational efficiency. Key Responsibilities Lead the annual budgeting, quarterly forecasting, and long‑range planning processes Develop and maintain financial models to support strategic initiatives, profitability analysis, and business performance evaluations Analyze monthly financial results, identify key drivers and variances, and communicate insights to senior management Prepare executive‑level reporting packages, management presentations, and board materials Partner with business leaders to evaluate new products, growth opportunities, pricing strategies, and investment decisions Support enterprise‑wide strategic planning initiatives and scenario analysis Assist in developing and enhancing profitability measurement frameworks and key performance indicators (KPIs) Collaborate with Treasury and Finance teams on balance sheet management and profitability analysis Support and maintain Fund Transfer Pricing (FTP) methodologies and reporting processes, where applicable Drive process improvements, automation, and enhancements to FP&A reporting and forecasting tools Ensure consistency, accuracy, and integrity of financial data used for decision‑making Mentor and provide guidance to junior analysts as needed Qualifications Required Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field 7+ years of experience in Financial Planning & Analysis, Corporate Finance, Strategic Planning, or related financial analysis roles Experience within a financial services organization, including banking, credit unions, wealth management, fintech, specialty finance, or other regulated financial institution Strong financial modeling, forecasting, budgeting, and analytical skill Advanced proficiency in Excel and financial reporting tools Experience developing executive‑level presentations and communicating financial insights to leadership Strong business acumen and ability to translate financial data into strategic recommendations Excellent communication, presentation, and stakeholder management skills Preferred Experience with Fund Transfer Pricing (FTP) models, methodologies, and profitability reporting Experience supporting Treasury, Asset Liability Management (ALM), or balance sheet analytics MBA, CFA, CPA, or other relevant professional certification Experience with FP&A platforms such as Adaptive Planning, Anaplan, Oracle, Hyperion, or similar planning systems Knowledge of financial institution performance metrics, profitability drivers, and regulatory consideration #J-18808-Ljbffr