Financial Planning and Analysis Liaison - Regional Banking - Remote

Overview

The Financial Planning and Analysis Liaison is responsible for providing financial analysis and insights to the Regional Banking organization, partnering with leadership teams to evaluate performance and drive results.

In Short

• Evaluate financial performance and identify areas for improvement.
• Manage personnel changes through Workday Adaptive system.
• Collaborate with incentive team partners for accuracy in incentive accruals.
• Maintain financial forecast and budget tools.
• Prepare financial reports ensuring accuracy and timeliness.
• Develop documentation and procedures for key processes.
• Present financial insights to senior management.
• Partner with leadership for actionable reporting and analysis.
• Support decision-making with variance analysis.
• Participate in the development of annual budgets and business plans.

Requirements

• Bachelor’s degree required.
• 5+ years of financial analyst/analytics experience.
• Financial services experience preferred.
• Strong quantitative and analytical skills.
• Proficiency in Excel, PowerPoint, and Word.
• Effective team collaboration skills.
• Time management skills.
• Self-motivated and strategic thinker.
• Strong writing skills.

Benefits

• Health insurance coverage.
• Wellness program.
• Life and disability insurance.
• Retirement savings plan.
• Paid leave programs.
• Paid holidays.
• Paid time off (PTO).