Director, Financial Planning & Analysis

Objectives of this Role

The Director of Financial Planning & Analysis leads enterprise budgeting, forecasting, long-range planning, management reporting, profitability analysis, and strategic decision support. This hands-on leader will build a scalable, technology-enabled FP&A function and partner with executives and business leaders to translate financial and operational data into clear insights and actions.

A key near-term priority is helping lead the implementation, adoption, and ongoing development of the modern FP&A solution as the Company’s central planning and management reporting platform. The Director will combine strong banking and finance knowledge with systems capability, disciplined data governance, and a continuous-improvement mindset.

Essential Functions

Planning, Forecasting & Decision Support

Lead the annual budget, periodic forecasts, financial target setting, and multi-year strategic plan.

Develop driver-based models, scenario analyses, and sensitivities that identify risks, opportunities, and required management actions.

Provide financial analysis for strategic investments, products, contracts, capital initiatives, and other business decisions.

Partner with Accounting, Treasury, and business leaders on balance-sheet, net interest margin, funding, and profitability planning.

Performance Reporting & Business Partnership

Establish enterprise and divisional KPIs, scorecards, reporting cadences, and performance-management routines.

Partner with Accounting to explain actual-to-budget and actual-to-forecast results and identify underlying business drivers.

Prepare concise, decision-oriented reporting and financial narratives for executive management, committees, and the Board.

Advise and constructively challenge business leaders on assumptions, tradeoffs, risks, opportunities, and accountability for results.

FP&A Technology & Data Governance

Serve as a Finance owner and power user for modern FP&A platform, supporting implementation, testing, training, adoption, administration, and future development.

Translate business needs into scalable planning models, templates, workflows, dimensions, hierarchies, security roles, and reporting solutions.

Partner across Finance, Human Resources, Information Technology, Enterprise Analytics, Digital/PMO, and external resources on integrations and process design.

Oversee source-to-report data integrity, reconciliations, exception management, master-data changes, documentation, and appropriate controls.

Use automation, business intelligence, and emerging technology to improve speed, insight, accuracy, and organizational capacity.

Function & Team Development

Build an FP&A operating model that can scale with the organization’s growth, complexity, and strategic needs.

Define team roles, service levels, analytical standards, recurring processes, and development priorities.

Recruit, coach, and develop FP&A employees while reducing key-person dependency through cross-training and documentation.

Redirect team capacity from data gathering and reconciliation toward analysis, business partnership, and forward-looking insight.

Perform other duties and projects assigned by the SVP, Controller.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities are as required and may change at any time with or without notice.

Competencies

Customer Centric Focus

Diversity and Inclusion

Act with Integrity

Collaboration and Teamwork

Results Oriented/Execution

Business Acumen

Empowerment

Create Vision and Alignment

Reward and Recognize Employees

Skills and Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field; CPA, CMA, MBA, or similar advanced qualification preferred.

10+ years of progressive finance, accounting, FP&A, or related experience, including budgeting, forecasting, management reporting, and financial analysis; leadership experience preferred.

Banking or broader financial-services experience strongly preferred, including familiarity with funds transfer pricing, net interest margin, balance-sheet planning, and profitability analysis.

Experience implementing, optimizing, or administering a modern EPM/CPM platform preferred.

Demonstrated ability to turn complex data into clear executive communications, lead cross-functional initiatives, manage competing priorities, and improve scalable financial processes.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.