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Senior Financial Analyst - FP&A (Hybrid)

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.

 

This position is the senior level analyst in financial reporting and analysis for the business unit. Serves as an analytic resource for assigned systems, products, or business units by providing advanced support. Recommends improvements to current procedures, plans, and controls to achieve financial objectives, and assists in implementing recommended enhancements. Generates pricing, profitability reports, or other documentation as needed. May provide oversight for the work group through knowledge in the area of specialization.


Responsibilities

  • Data Analysis - Sources, compiles, and interprets data. Performs complex data analysis, effectively communicating and directing analysis output.
  • Owns the financial model for Deposit Service Charges. Refresh model monthly to review actual results based on latest detailed product data. Continually evaluate appropriateness of financial forecast assumptions taking into account model performance thresholds and recent performance period. 
  • Leverage CRM volume data to prepare capacity analytics for the Solution Sales team and provide quarterly updates.
  • Supports Solution Sales, Embedded Payments, Money Movement and Liquidity teams with ad-hoc analytics as requested to support business strategies
  •  Reporting - Produces reports based on data analysis, company trends, and financial processes. Conveys patterns, problems, and areas of improvement. Conducts other internal reporting projects as needed. May develop process enhancements based on reporting.
  • Produce Product P & L and financial performance reporting monthly for Embedded Payments and Deposit Service Charge products. Pro-actively continuously evaluate for enhancements and develop new P & L views for products that do not currently have reporting in place.
  • Produce month-end close reporting of actual results versus expectations and provide supporting commentary to business and Corporate FP & A team.
  • Presents monthly results to the business in Monthly Business Review forums.
  • Business Support - Provides advanced support to management, associates, and other key groups via analysis output and financial expertise. Directs information and process updates across systems. Serves as an analytics resource to wider organization or business units, offering guidance and participating in strategic initiatives. May prepare documentation, presentations, or other materials for business purposes.
  • Provide support to the business on ad-hoc finance related questions including evaluating financial impact of planned pricing changes
  • Support new product launches with required financial infrastructure build out
  • Support business case development or other strategic investment requests
  • Financial Support - Tracks performance across assigned systems, products, or business units, and identifies issues limiting potential gains. Recommends workflow changes to achieve financial goals or minimize financial impact. Assists management in implementing recommended changes, and in ensuring compliance.
  • Produce updated financial forecasts for revenues and expenses supported by client, company trends, headcount expectations and active vendor contracts. Engages with Product teams on annual budget and quarterly forecast financial assumptions.
  • Tracks performance against financial forecast/ budget and provides monthly and quarterly insights to Product teams.
  • Supports GL and financial forecast system conversion efforts .
  • Peer Leadership - Assists management with the onboarding and training of new staff. Mentors less experienced staff, including review of daily output and coaching

Works with GDC team members based in Bangalore. Communicates new deliverable requests and provides detaile


Qualifications

Bachelor's Degree and 6 years of experience in Finance or Analytics OR High School Diploma or GED and 10 years of experience in Finance or Analytics

 

Preferred Qualifications:

  • Cash Management / Payments product subject matter expertise
  • 6+ years of experience in finance, including development and/or direct management of driver based product P & Ls.
  • Advanced Microsoft Excel skills required for model development and executive level output and reporting
  • Data & Analytics skills and experience to query, aggregate, validate, and summarize data accurately. Experience with Hyperion Essbase preferred
  • Strong work ethic, ability to work independently with limited management supervision
  • Attention to detail in applying organization’s accounting policies and procedures
  • Ability to complete assigned responsibilities as a team and engage with business partners with a friendly, service-oriented attitude
  • Ability to communicate clearly and work effectively in a complex work environment, including interacting well with increasingly senior partners and a wide variety of groups (financial planning & analysis team, accounting, and product teams)
  • Strong organization, written and verbal communication skills with the ability to influence key stakeholders and speak about financials in an accessible style
  • Working knowledge of PowerPoint and Word
  • Basic understanding of financial statements, accounting procedures, internal and external reporting and variance analysis

 

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Average salary estimate

$100000 / YEARLY (est.)
min
max
$80000K
$120000K

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More than 125 years. Over 10,000 people strong. While we began as a small-town bank with a single branch, today’s First Citizens has more than 550 branches from coast to coast. We are the largest family-controlled banks in the United States. And ...

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Full-time, hybrid
DATE POSTED
April 8, 2025

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