Financial Planning Analyst
This position will report directly to the Rural Business Controller.
Finance is responsible for the financial, management, and regulatory reporting for North America. The group ensures proper policies and procedures are in place governing the entire reporting process, including budget, profit & loss, balance sheet, economic capital, MT packages, and other reporting requirements. This position also plays an integral role with the businesses and support areas as an advisor, liaison and process innovator in a business control function.
This position is to support the management reporting function, helps coordinate and align business unit presentations, and head office data to present a clear business viewpoint. Provides all stakeholders key information in managing their business, including all income statement, balance sheet, capital usage performance reporting an analytics. Monitors actual cost against budget levels, and assist aligning performance indicators to strategic plans. Also provides support for other strategic planning and financial reporting matters.
Key Responsibilities & Accountabilities:
Be the Single Point of Truth (SPOT) for Financial Management information.
Assist in the preparation of:
Financial statements in business line format, with focus on business line profitability and performance against targets
Forecasts, budgets, strategic plans
Commentary and analytics (month on month, actual to budget to forecast deviations, etc.)
Cost control (analysis of cost trends, explanation of variances to budget, and proposing remediation actions)
Presentations to management and individual department managers on North America Performance including P&L, Balance Sheet, Capital Usage, Client Data, etc.
Ensure accuracy of reporting data sources to the official books and records of the bank.
Support for coordination of budget and forecast process for North America Region.
Preparation of Head Office management reporting.
This includes Balance Sheet, P&L statements, as well as Customer Reporting.
Ensures proper controls are in place to mitigate potential reporting errors.
Act as partner and advisor to the businesses and support areas.
Participate in special projects and ongoing automation enhancements.
Complete all mandatory training within a timely basis, as instructed.
Comply with code of conduct & Bank policies/procedures.
Actively identify incidents outside of established policies & procedures and report to management immediately.
Familiar with & comply with laws, regulations, and internal policies & procedures that are applicable to required job duties.
Understand & comply with all anti-money laundering (AML), compliance, and all other applicable laws, including, but not limited to, the completion of all required AML & Sanctions training.
Job Knowledge, Skills, and Abilities:
Extremely strong Excel skills.
Accounting/Finance conceptual knowledge.
Ability to work well with individuals remotely via email, phone, and Skype.
Ability to professionally interact regularly with senior management.
Good human relations, communication skills, and ability to work as a team member.
Excellent communication skills.
Knowledge of financial and management accounting systems.
BS - Accounting, Finance, Business Administration or BA in Economics or relevant work experience.
5-7 years in Financial Reporting or Controller's function.
While performing the duties of this job, the employee is regularly required to walk; use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee frequently is required to stand, sit, and reach with hands and arms.
The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds.
Specific vision abilities required by this job include close vision. 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.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hyperion Essbase experience.
Banking industry experience.