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    Director, Financial Planning And Analysis - Phoenix, United States - Rowland

    Rowland
    Rowland Phoenix, United States

    2 weeks ago

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    Description

    Job Description

    Job Description

    Note: If interested to learn more, please apply or forward your resume to: and select a time from my calendar (link) to discuss, thank you. - Christopher

    Company Profile:

    ROWLAND RESOURCES is excited to partner with a premier middle-market commercial bank on a new highly impactful Finance Director opportunity. In the last decade, this organization has grown by over 20% YOY, both organically and through aggressive strategic acquisitions. Whats perhaps the most impressive aspect of this dynamic organization, beyond their growth, is their ability to maintain a diverse and welcoming culture. From the C-suite to middle management, they have been careful and deliberate to grow by a very disciplined investment approach and to add leaders by hiring highly accomplished, intelligent, ethical and collaborative professionals that embody the true spirit of servant leadership

    Job Title: Director, Financial Planning and Analysis

    Location: Phoenix, AZ (Relocation package is available for out of state candidates)

    Schedule: FT in-office, 1 day/week WFH

    Salary: DOE , Competitive base plus bonus & equity and benefits package

    Overview:

    The Director of Financial Planning and Analysis will be the primary finance partner to the Executive Leadership Team. The director will act as a strategic partner overseeing the FP&A process, including the annual budget, monthly forecasting, and ad-hoc management reporting while providing value-added support and analysis to leadership across the organization in the effective data-driven decision making process.

    Responsibilities:

    • Manage FP&A processes including: annual budgeting, monthly forecasting, month-end management reporting, and strategic planning process.
    • Consolidate financial results and projections to understand bank-wide performance drivers; calculate and predict key financial line items and present budget & forecast packages.
    • Drive value through in-depth analysis and present findings, conclusions, and recommendations.
    • Leverage data and technology resources to aggregate and report financial information related to forecasting, budgeting, and analysis into a cohesive message for executives
    • Identify and implement improvements to FP&A infrastructure, policies, and procedures.
    • Manage, lead and develop team direct report - Senior Financial Analyst

    Requirements:

    • Bachelors degree required
    • MBA or Masters in related business field preferred
    • CPA or CFA preferred
    • 15+ years of Corporate FP&A in F500 or large private bank or related experience in large financial institution
    • Prior team leadership and project management experience required
    • Expert in funds transfer pricing, margin, and spreads as it relates to bank profitability
    • Strong knowledge of banking operations, including deposit operations, loan administration, treasury management, and other commercial banking products and services
    • Excellent communication skills with experience presenting to executive leadership team
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