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Business Planning & Analysis Manager

Description

Business, Planning & Analysis Manager 

Phoenix, AZ – Must be local to Phoenix, AZ

MUST HAVE: 5+ years of finance experience, with emphasis on budgeting and forecasting

MUST HAVE: Banking Background 

MUST HAVE: Salesforce Performance/stack ranking reporting experience 

Salary: Pay is dependent on knowledge, skills, abilities, experience, and location.


Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Business, Planning & Analysis Manager at our Phoenix, AZ location. 


The Business, Planning and Analysis Manager has primary responsibility for regional support. This position will also assist in the development of annual budgets at the regional level. Responsibilities also include maintaining and updating the recurring financial forecast and analyzing monthly performance trends to compare budget/forecast expectations as well as analyzing current processes throughout the company to ensure materially correct financial reporting is occurring. The Manager assists with various salesforce performance/stack ranking reporting, other monthly internal management level reporting packages.

  • Regional Support.
  • Develops annual detailed financial budget.
  • Quarterly forecast
  • Manage internal regional and line of business reporting. 
  • Perform monthly analysis of operating results in comparison to budget and forecast.
  • Analyze processes throughout the company to ensure materially accurate financial reporting is occurring as needed.
  • Identify company processes in need of review or expansion as it relates to financial reporting.
  • Gather and combine reports for monthly executive meetings and quarterly board meetings.
  • Determining new GL accounts for financial reporting as needed. 
  • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
  • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
  • Understand and participate in the Bank’s Community Reinvestment Act program.
  • Perform other duties as assigned.


Education / Experience Required


  • Bachelor’s Degree in Accounting or Finance preferred.
  • 5+ years of finance experience, with emphasis on budgeting and forecasting.
  • Must possess a banking background.
  • Must possess critical thinking skills.
  • Must possess experience working with databases and query experience. 
  • Must be able to work flexible hours.

Nice to Haves:

  • MBA or CPA
  • Oracle experience


Sunflower Bank Benefits employees enjoy outstanding benefits, including:


  • 401(k) Plan with 6% Match
  • Health/Dental/Vision Insurance
  • Company-paid Life Insurance
  • Tuition Reimbursement
  • Fitness Reimbursement 
  • Paid Time Off
  • Volunteer Leave
  • Paid Holidays
  • Plus many more employee perks & incentives!


People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.



If you qualify, apply online at www.sunflowerbank.com/careers.



You’ve never worked anyplace like Sunflower Bank!



EOE/AA: Minorities/Females/Disabled/Vets



Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.



If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.


Business, Planning & Analysis Manager 

Phoenix, AZ – Must be local to Phoenix, AZ

MUST HAVE: 5+ years of finance experience, with emphasis on budgeting and forecasting

MUST HAVE: Banking Background 

MUST HAVE: Salesforce Performance/stack ranking reporting experience 

Salary: Pay is dependent on knowledge, skills, abilities, experience, and location.

Average salary estimate

$87500 / YEARLY (est.)
min
max
$75000K
$100000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Business Planning & Analysis Manager, Sunflower Bank

Sunflower Bank, N.A. is on the lookout for a vibrant and detail-oriented Business Planning & Analysis Manager to join our enthusiastic team in Phoenix, Arizona. In this role, you'll dive into the exciting world of finance, bringing your expertise in budgeting and forecasting to the forefront. With at least 5 years of finance experience under your belt, plus a background in banking, you will be instrumental in guiding our regional support efforts. Your responsibilities will range from developing detailed annual budgets and maintaining recurring financial forecasts to analyzing monthly performance trends, ensuring that we are on the pulse of our financial health. You'll also have a hand in Salesforce performance reporting and will work closely with various internal stakeholders to manage critical reporting packages. We think it’s important to not only achieve accurate financial results but also to examine our internal processes and make sure they’re optimized for accuracy and efficiency. You'll be gathering crucial information for executive meetings and playing an essential part in our quarterly board presentations. We value critical thinking skills and a knack for data analysis in this role, which requires flexibility and a proactive mindset. If you are passionate about impactful financial planning and want to make a difference at Sunflower Bank, we invite you to apply for this rewarding opportunity!

Frequently Asked Questions (FAQs) for Business Planning & Analysis Manager Role at Sunflower Bank
What qualifications do I need to apply for the Business Planning & Analysis Manager position at Sunflower Bank?

To apply for the Business Planning & Analysis Manager position at Sunflower Bank, you should have a Bachelor’s Degree in Accounting or Finance, along with a minimum of 5 years of finance experience that emphasizes budgeting and forecasting. Additionally, a banking background is essential for this role, and proficiency in Salesforce performance reporting is a must.

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What are the primary responsibilities of a Business Planning & Analysis Manager at Sunflower Bank?

As a Business Planning & Analysis Manager at Sunflower Bank, your primary responsibilities will include developing annual budgets for regional support, maintaining financial forecasts, and analyzing monthly performance trends. You will also assist in internal management reporting and optimize processes to ensure accurate financial reporting across the company.

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Does the Business Planning & Analysis Manager role at Sunflower Bank require any specific software skills?

Yes, the Business Planning & Analysis Manager position at Sunflower Bank requires proficiency in Salesforce for performance reporting. Additionally, experience working with databases and query skills are highly beneficial to succeed in this role.

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What benefits can I expect as a Business Planning & Analysis Manager at Sunflower Bank?

As a Business Planning & Analysis Manager at Sunflower Bank, you can expect a comprehensive benefits package that includes a 401(k) plan with a 6% match, health/dental/vision insurance, company-paid life insurance, tuition reimbursement, fitness reimbursement, paid time off, volunteer leave, and paid holidays, among many other perks and incentives.

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How is the salary determined for the Business Planning & Analysis Manager position at Sunflower Bank?

The salary for the Business Planning & Analysis Manager role at Sunflower Bank is dependent on knowledge, skills, abilities, experience, and location. Therefore, candidates with diverse experiences in finance and banking may have a competitive advantage.

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Common Interview Questions for Business Planning & Analysis Manager
Can you explain your experience with budgeting and forecasting?

In answering this question, focus on specific budgeting cycles you have managed, the tools you used, and how your forecasting has positively impacted previous organizations. Highlight your analytical skills and any adjustments you made based on financial trends.

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How do you prioritize your tasks when managing multiple financial reports?

It's important to demonstrate your organizational skills. You could explain how you evaluate deadlines, assess the importance of tasks, and determine which reports need immediate attention based on their impact on strategic decisions.

Join Rise to see the full answer
Describe a time when you identified a need for a process improvement in financial reporting.

When answering this question, share a specific example where you analyzed an existing process, identified inefficiencies, and implemented a successful improvement. Discuss the outcomes and how it benefited the team or organization.

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What methods do you use for performance analysis?

Discuss the analytical tools and performance metrics you typically leverage to evaluate business performance, and ensure you highlight your ability to interpret data and provide actionable insights that drive business decisions.

Join Rise to see the full answer
How do you ensure accuracy in your financial reports?

You may want to address the steps you take in your reporting process, including double-checking figures, utilizing technology for error checking, and highlighting your attention to detail throughout the process.

Join Rise to see the full answer
How familiar are you with Salesforce, and how have you used it in your previous roles?

Detail your experience with Salesforce, including specific functionalities you've used for performance and reporting. You can share examples of how your use of Salesforce has contributed to enhancing financial analysis and decision-making.

Join Rise to see the full answer
How do you approach a situation when there are discrepancies in budget vs. actuals?

Explain your method for investigating discrepancies, detailing your analytic approach and how you work collaboratively with stakeholders to resolve these issues effectively while maintaining accuracy in reporting.

Join Rise to see the full answer
What is your experience with quarterly forecasting, and how do you approach it?

Share your process for developing quarterly forecasts, including data collection, trend analysis, and collaboration with other departments, emphasizing your communication skills and strategic thinking.

Join Rise to see the full answer
Can you explain the role of fair and responsible banking in financial processes?

Discuss your understanding of fair and responsible banking practices and how you ensure that these principles are integrated into financial processes, emphasizing ethics and compliance in your previous work.

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What strategies do you use to communicate financial information to non-financial stakeholders?

You should articulate your ability to simplify complex financial concepts and your approach to creating effective presentations or reports that resonate with audiences who may not have a finance background.

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Sunflower Bank, First National 1870 and Guardian Mortgage have come together to Elevate the Community Banking Experience, demonstrating to our customers and our communities that we know what it means to build long-term relationships founded on sou...

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Full-time, on-site
DATE POSTED
April 4, 2025

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