FP&A Financial Analyst - Remote

  • Rocky Mountain Bank
  • Remote
  • Jun 21, 2022
Full time Analysis Banking Finance Software

Job Description

Rocky Mountain Bank is an equal opportunity employer committed to creating a diverse workforce.  We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

 

Rocky Mountain Bank is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"™

 

 

 

The Financial Planning and Analysis (FP&A) Financial Analyst II manages financial analysis and reporting in support of business segment priorities throughout the organization. This position provides financial reporting and business metrics that supports the strategic direction and financial objectives of the business. The FP&A Financial Analyst II delivers monthly close reporting, business metric dashboards, profitability reporting, and partners with Finance leadership on forecasting and annual strategic planning. This position performs also partners with key Finance, Member Bank, Line of Business and HTLF department stakeholders in managing risk.

 

 

Primary Responsibilities

  • Supports the Division Banks, Line of Business or HTLF departments with financial reporting and data analytics. Provides financial reporting for monthly close, forecast and annual planning. Partners with Finance leadership to identify areas to improve business performance. Develops reporting on key business metrics to support Division Banks, Line of Business or HTLF departments strategic business objectives. Ensures alignment between FP&A, Accounting and Line of Business analytics to provide a single source of truth for financial information and analysis.
  • Maintains FP&A reporting structure aligned with the financial objectives. Ensures consistent definition of Member Bank, Line of Business or HTLF departments/business segments aligned with the HTLF strategy. Maintains hierarchies that support financial reporting at entity, account, and product levels for close, forecast and plan. Integrates business metrics with financial reporting to support business decisions that drive strategic execution. Maintains profitability allocation rules to provide accurate profitability analysis. Establishes and maintains a centralized FP&A reporting environment to ensure reporting accuracy and increase the speed of execution.
  • Serves as financial trusted advisor to Division Bank(s), Line of Business or HTLF departments. Supports Line of Business sales teams and/or HTLF management to ensure financial reporting is accurate and aligned with performance.
  • Ensures the validity of data contained within the financial systems and ensure all hierarchies and calculations performed within the system align with the Bank's financial methodologies and reporting structure. Performs ad hoc analysis requests from Senior Management and/or the Board of Directors.
  • Supports business case financial modeling quantitative and qualitative analytical work that unlocks insights and drives sound decision making on key issues.
  • Performs client and product profitability analysis to support management strategic decisions to enhance financial performance.
  • Delivers reporting to facilitate and highlight daily/monthly close financial variances, identifies trends vs. single events in the numbers.
  • Supports annual financial planning and quarterly forecasting processes that support strategic execution, inclusive of pipeline reporting and adequacy levels to achieve financial objectives.
  • Partners with LOB and HTLF leaders in developing and tracking top corporate initiatives dashboards.
  • Performs competitive research, bench-marking and analysis.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.


Secondary Responsibilities

  • Performs other duties as assigned.

Management Responsibilities

  • This job has no management responsibilities.


Qualifications

  • Bachelors Accounting, Business Administration/Management, Economics, Finance required
  • Masters Accounting, Business Administration/Management, Economics, Finance preferred
  • 3-5 years 2+ years of experience with budgeting, forecasting and management reporting at a publicly traded financial institution. required
  • Thorough understanding of the technical aspects of budgeting, forecasting and management reporting systems and software. preferred
  • Possess in-depth Banking knowledge of product hierarchies, accounting standards, and management accounting concepts. preferred
  • Proven ability to take high level direction and produce results which show thought leadership that will drive value and improve processes with limited supervision. required
  • Must be able to perform well in a high-pressure, time sensitive environment. required
  • Comfortable and skilled in managing across multiple senior executive lead stakeholder groups to achieve results and implement necessary changes. required
  • Possess well developed written and verbal communication skills, with demonstrated ability to design and produce effective presentation materials. required
  • Proficient with Microsoft Office Suite required