Assistant Vice President, Banking FP&A

Assistant Vice President, Banking FP&A

About the Company

Top-tier global bank with strong brand, collaborative culture, flexible hybrid work, and attractive benefits

Industry
Banking

Type
Privately Held

About the Role

The Company is seeking an Assistant Vice President of Banking FP&A to support financial planning, budgeting, forecasting, and management reporting for a banking business. Responsibilities include analyzing revenues, expenses, cost drivers, and performance metrics; preparing financial reports and presentations for senior management; and producing budget-versus-actual variance analysis. The role also involves maintaining reporting standards and data integrity, improving reporting processes, monitoring allocations and inter-entity reconciliations, and contributing to forecasting and expense-management initiatives. The successful candidate will collaborate across finance and business teams to support accurate analysis and informed decision-making. Candidates should have a bachelor’s degree in finance, accounting, or a related business field; a CPA or CFA is preferred. At least three years of financial services experience, including two years in business planning and financial analysis, is required. Applicants should bring a strong understanding of banking products and their revenue and expense relationships, along with familiarity with US GAAP, IFRS, and general ledger concepts. Proficiency in Excel, PowerPoint, and enterprise planning or reporting tools is expected, as are strong analytical, communication, and organizational skills. Experience with business hierarchies, income statement structures, and multi-entity reporting is also valuable.

Functions

• Finance