Financial Planning and Analysis Manager

Posted on 21 October 22 by Katarina Brown

  • Utah (Remote)
  • $105,000 - $115,000 per Year

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Job Description

We are searching for a Financial Planning and Analysis Manager to provide decision-making support for a financial services organization.

Your responsibilities will include:

  • Guiding the analysis and due diligence of transactions, strategic partnerships, and acquisitions
  • Supporting periodic financial reporting with comparisons against targets
  • Providing analyses and guiding the decision-making process
  • Analyzing the periodic financial statements against proforma financial statements and targets
  • Preparing profitability reports and guiding the determination of allowances for lease and loan losses and current expected credit losses
  • Reviewing financial data to ensure accounting procedures are followed and offering solutions when inefficiencies are identified
  • Directing the annual budgeting process

Your qualifications will resemble:

  • Bachelor’s degree in finance, accounting, or business management
  • 5+ years of relevant experience in a financial services or banking environment
  • Proficiency with MS Office applications – specifically Excel and PowerPoint
  • Expertise with financial modeling
  • Extensive experience in providing support to the decision-making process
  • Strong understanding of banking, credit cards, and federal and state banking regulations
  • Exceptional presentation and interpersonal skills and effective verbal and written communication abilities

Job Information

Rate / Salary

$105,000 - $115,000


Financial Services/Banking/Insurance


Not Specified

Skills / Experience

Not Specified


Not Specified

Our Reference


Job Location