Director of Financial Planning and Analysis
Job Title: Director of Financial Planning & Analysis (FP&A)
Location: Wayne, NJ
Department: Finance
Reports To: Chief Financial Officer (CFO)
Employment Type: Full-time
Position Summary:
We are seeking an experienced and strategic Director of Financial Planning & Analysis (FP&A) with experience in the banking industry to lead the company’s budgeting, forecasting, financial modeling, and strategic analysis initiatives. This role is critical in providing financial insight and support to senior leadership to drive performance and long-term growth.
Key Responsibilities:
- Lead the development and management of the annual budget, rolling forecasts, and long-range financial plans.
- Provide strategic financial analysis and insights to support executive decision-making, including profitability analysis, balance sheet optimization, and capital allocation.
- Partner with key stakeholders (including Controller, Treasury, Lending, and Compliance) to support and influence business performance.
- Monitor key performance indicators (KPIs) for the bank and generate dashboards and reporting packages for executive leadership and board meetings.
- Support strategic projects like pricing analysis, cost reduction, capital investment decisions, and mergers/acquisitions.
- Collaborate across departments (operations, sales, etc.) to align financial strategy with business objectives.
- Track and analyze actual results vs. budget/forecast (variance analysis).
- Identify trends, risks, and opportunities affecting financial performance.
- Provide insights and recommendations to improve profitability and efficiency.
- Analyze trends in revenues, expenses, and key business drivers.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA/CFA preferred.
- Critical thinker
- 10+ years of progressive finance experience
- Strong command of financial systems and tools (e.g., Quickbooks, Deacom, Netsuite, Power BI, or similar platforms).
- Advanced Excel and financial modeling skills.
- Proven leadership and team development capabilities.
- Excellent communication and presentation skills, with the ability to influence at all levels of the organization.
Preferred Attributes:
- Experience working in a mid-size to large companies.
- Exposure to M&A modeling,
- Strategic thinker with the ability to challenge the status quo and drive change in a dynamic environment.
Job Title: Director of Financial Planning & Analysis (FP&A)
Location: Wayne, NJ
Department: Finance
Reports To: Chief Financial Officer (CFO)
Employment Type: Full-time
Position Summary:
We are seeking an experienced and strategic Director of Financial Planning & Analysis (FP&A) with experience in the banking industry to lead the company’s budgeting, forecasting, financial modeling, and strategic analysis initiatives. This role is critical in providing financial insight and support to senior leadership to drive performance and long-term growth.
Key Responsibilities:
- Lead the development and management of the annual budget, rolling forecasts, and long-range financial plans.
- Provide strategic financial analysis and insights to support executive decision-making, including profitability analysis, balance sheet optimization, and capital allocation.
- Partner with key stakeholders (including Controller, Treasury, Lending, and Compliance) to support and influence business performance.
- Monitor key performance indicators (KPIs) for the bank and generate dashboards and reporting packages for executive leadership and board meetings.
- Support strategic projects like pricing analysis, cost reduction, capital investment decisions, and mergers/acquisitions.
- Collaborate across departments (operations, sales, etc.) to align financial strategy with business objectives.
- Track and analyze actual results vs. budget/forecast (variance analysis).
- Identify trends, risks, and opportunities affecting financial performance.
- Provide insights and recommendations to improve profitability and efficiency.
- Analyze trends in revenues, expenses, and key business drivers.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA/CFA preferred.
- Critical thinker
- 10+ years of progressive finance experience
- Strong command of financial systems and tools (e.g., Quickbooks, Deacom, Netsuite, Power BI, or similar platforms).
- Advanced Excel and financial modeling skills.
- Proven leadership and team development capabilities.
- Excellent communication and presentation skills, with the ability to influence at all levels of the organization.
Preferred Attributes:
- Experience working in a mid-size to large companies.
- Exposure to M&A modeling,
- Strategic thinker with the ability to challenge the status quo and drive change in a dynamic environment.