Financial Planning & Analysis Officer

We’re looking for a financial professional who is looking to help build a stronger foundation, sharpen our focus to connect management reporting to business outcomes, and strengthen our capabilities.

Sound like you? Come grow with us – we’d love to meet you!

Position Function:

Support the Company's annual budgeting process by coordinating cross-functional stakeholders and presenting key assumptions and financial projections to senior leadership. Drive strategic decision-making by providing in-depth financial analysis, identifying trends, and offering actionable insights to optimize performance. Maintain a deep understanding of banking industry financial statements and market dynamics to guide business strategy and financial planning. This position will report to the FP&A Manager.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities:

• Budgeting/Planning and Forecasting
  • Support the annual budgeting process.
  • Lead monthly/quarterly forecasting process that informs quarterly earnings.
  • Participate in month end accounting close to review preliminary results on behalf of LOBs and in context of budget
  • Proactively work with senior management, sales teams and support centers to establish an annual budget and performance measurements at the total bank, LOB levels, and other levels of the organization as requested by management.
  • Ensure lines of business understand and are committed to their budgets.
  • Drive the process to analyze budget variances and recommend actions to improve performance.
• Financial Analysis and Business Partner Responsibilities 
  • Serve as FP&A Business Partner to assigned lines of business.
  • Analyze trends and conduct root-cause analysis when results diverge from expectations.
  • Analyze and develop financial analysis pro-formas to guide management decisions on whether to pursue branch location lease renewals, purchases, new projects and initiatives.
  • Develop and continuously improve financial performance reports to deliver information to stakeholders in a relevant and timely manner.
  • Analyze industry and peer approaches to financial analysis.
  • Demonstrate thorough understanding of assigned lines of business and make recommendations on how to improve their profitability.
  • Serve as a champion on profitability and foster a culture where profitability is at the core of analysis and reporting.
• Data Governance and System Administration
  • Uphold a strong standard for data accuracy and reliability and work with other departments to ensure consistency in framework for reporting.
  • Serve as Administrator for Syntellis Axiom Enterprise Performance Management Software Platform, ensuring all policies and procedures are maintained and up-to-date, loading and validating data imports, table maintenance, and managing security.
• Leadership
  • Collaborate across all lines of business to drive strategic initiatives, ensuring alignment with organizational goals and financial objectives.
  • Champion continuous improvement by evaluating processes, identifying efficiency opportunities, and implementing best practices to enhance financial operations.
  • Deliver clear, impactful financial reports and presentations, translating performance metrics, cost management strategies, and growth opportunities into actionable insights.
  • Proven ability to manage projects involving multiple stakeholders, ensuring seamless execution and alignment across teams.

Minimum Qualifications:

Education:

• High School Diploma or GED equivalency required.
• Bachelor's Degree from an accredited 4-year university in finance or Accounting or equivalent experience preferred.
• Master’s Degree preferred.

Experience:

• 6+ years of progressive experience in accounting, budgeting, forecasting, management or financial reporting required.
• Microsoft Power BI and Power Automate preferred to build automated reports, streamline budget data, and create live financial dashboards

License/Certification:

• CPA or MBA preferred.

Physical Requirements & Working Conditions:

• Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
• Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
• Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
• Must be able to read and understand bank-related documents.
• Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.