Financial Planning - Topeka, United States - COREFIRST BANK & TRUST

COREFIRST BANK & TRUST Topeka, United States

3 days ago

Description

Job Description

Job DescriptionDescription:

Hours: 8:00 am to 5:00 pm Monday through Friday

Role: The FP&A Analyst is a key member of the Data and Analytics team, responsible for corporate financial planning and analysis, including margin planning, cash flow, liquidity, and capital planning. They also support strategic decision-making by deriving insights from financial and non-financial data to enhance business strategies. The role requires close collaboration with teammates across all levels, including executive leadership, as they contribute to the development and execution of the bank's comprehensive Data Strategy.

Essential Functions & Responsibilities:

Contribute to the annual budgeting process with a focus on Balance Sheet and NIM margin planning
Collaborate cross-functionally on budgets, forecasts, and strategic initiatives
Enhance forecasting capabilities by developing financial models to support strategy
Prepare monthly projections for review with leadership, assisting with long-term planning
Manage daily and 90-day cash flow projections and assist with monthly, quarterly, and annual financial reports
Analyze month-end variances against budgets and identify gaps to recommend cost-saving measures
Analyze financial data to identify trends, supporting business strategy and financial health
Support leadership through analytical solutions, financial analysis, and reports
Perform cost-benefit analysis to recommend and implement cost-saving initiatives
Summarize and present data insights for management, supporting the financial close process
Track operational metrics and provide business recommendations based on performance indicators
Monitor financial performance and analyze unexpected variances
Develop solutions to improve cross-company margin and cash flow efforts
Assist in aligning client pricing with financial strategies and improving product pricing decisions
Automate reporting processes using financial systems and build strong partnerships across business units

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements:

Competencies & Knowledge:

Proactive in contributing to the team and bank
Strong business acumen with an understanding of financial and operational functions
Advanced knowledge in financial modeling, scenario analysis, and business case creation
Deep understanding of accounting principles and financial statements
Proficient in designing and maintaining financial models and reports
Experience with ProfitStar or similar financial reporting software
Continuous improvement mindset with a high standard of excellence
Collaborative and team-oriented with a passion for delivering superior service

Skills & Abilities:

Effective communicator, adept at presenting data to senior management
Skilled in financial modeling, forecasting, and analysis
Strong in Excel (macros, v-lookups, pivot tables) and SQL (queries, stored procedures)
Demonstrated success in driving impact and influencing within an organization
Hands-on experience with financial systems and tools, including automation
Skilled in managing data from various sources for reporting and analysis
Flexible and adaptable, thriving in face-paced environments with competing priorities

Education:

Bachelor's degree in Finance, Accounting, Information Systems, or a related field, or equivalent experience required
Quantitative degrees are an added advantage

Experience:

3-5 years of progressive experience in FP&A, accounting, or business analysis
At least 5 years of increasing responsibility and capability, preferably with banking experience, desired
Ability to read and interpret financial statements, recommended

Interpersonal Skills: A high level of trust, diplomacy, courtesy, and tact is essential. The role involves extensive personal interactions, often of a sensitive nature, requiring the ability to empathize and foster strong relationships, particularly during escalations.

Physical Requirements:

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.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort required including ability to lift up to 25 pounds.

Travel: Travel is negligible. It is primarily local during the business day, although some local evening and weekend travel may be needed.

Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.

Other:

Applicants must pass a drug screen and background check
Internal applicants must meet the minimum requirements of their current job and submit a cover letter and resume via the employee portal

CoreFirst Employment Practices: CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Financial Planning

4 days ago

CoreFirst Bank & Trust Topeka, United States

Hours: 8:00 am to 5:00 pm Monday through Friday · Role: The FP&A Analyst is a key member of the Data and Analytics team, responsible for corporate financial planning and analysis, including margin planning, cash flow, liquidity, and capital planning. They also support strategic ...
Financial Planning Consultant

6 days ago

Avantax Planning Partners Topeka, United States

Position Summary · Avantax Planning Partners is seeking a · Financial Planning Consultant · that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and ...
Financial Planning Analyst

1 week ago

Blue Cross and Blue Shield of Kansas Topeka, United States

This position will help support the financial planning and analysis function by preparing, reviewing, analyzing, and reconciling financial data to ensure accurate reporting. The budget team will provide guidance and financial insight to all areas of the organization to build and ...
Financial Planning Analyst

3 weeks ago

Midland Care Topeka, United States

Midland Care is hiring a Financial Planning Analyst · Summary: · The purpose of this position is to develop and analyze data related to financial planning, forecasting and budgeting to assist the organization in meeting strategic objectives. · Full-time | Monday - Friday, 8am- ...
Senior Financial Planning Analyst

3 weeks ago

Wolters Kluwer Topeka, United States

Wolters Kluwer · Senior Financial Planning Analyst · Topeka , · Kansas · Apply Now · With nearly two centuries of experience, Wolters Kluwer provides information and professional services in the accounting, audit, business, compliance, finance, healthcare, legal, risk, and t ...
Director of Financial Planning and Analysis

2 weeks ago

Sterling Search Partners Topeka, United States

Sterling Search Partner is helping a growing client with its search for a Director of Financial Planning and Analysis. This position is reporting to the CFO. In this role you will be responsible for the following · Overseeing the development of financial models for budgeting and ...
Director Financial Planning and Analysis Pricing

1 month ago

Lumen Topeka, United States

About Lumen · Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People po ...
Financial Planning and Analysis Manager

2 weeks ago

VVI Staffing Consultants Lawrence, United States

We have an exciting opportunity available for a Corporate Manager of FP&A to drive operational excellence, business strategy, and profitability in our North American Manufacturing operations. We are world leaders in our industry with a long history of company growth, year over ye ...
Director of Financial Management

1 week ago

State of Kansas Shawnee, United States

Employment Benefits · : First day of employment coverage under the State Employee Health Plan (SEHP) for medical and prescription drug coverage and dental plan. · Additional voluntary options including vision, hospital indemnity, accident and critical illness insurance plans and ...
Budget Analyst

4 hours ago

State of Kansas Shawnee, United States

Employment Benefits · : First day of employment coverage under the State Employee Health Plan (SEHP) for medical and prescription drug coverage and dental plan. · Additional voluntary options including vision, hospital indemnity, accident and critical illness insurance plans and ...
Senior Analyst, Finance

3 weeks ago

Kansas Action for Children Topeka, United States

at T-Mobile USA, Inc. in Overland Park, Kansas, United StatesJob Description · Be unstoppable with usT-Mobile is synonymous with innovation-and you could be part of the team that disrupted an entire industry We reinvented customer service, brought real 5G to the nation, and now ...
Assistant Branch Manager

13 hours ago

The Sherwin-Williams Company Topeka, United States

The Branch Assistant Manager works with the Branch Manager to organize, plan, and implement strategies in a Sherwin-Williams Automotive Branch. This includes supporting all aspects of branch operations, including customer service, sales, marketing, merchandising, inventory, finan ...
Accountant

3 days ago

State of Kansas Shawnee, United States

Employment Benefits · : First day of employment coverage under the State Employee Health Plan (SEHP) for medical and prescription drug coverage and dental plan. · Additional voluntary options including vision, hospital indemnity, accident and critical illness insurance plans and ...
Chief Accountant

3 weeks ago

SABIS Network Topeka, United States

Department · Finance & AccountingAbout SABIS · SABIS · is a global education network that has an active presence in 21 countries on five continents and educates students in both the private and public sectors. SABIS · schools implement the proven, proprietary SABIS · Educati ...
General Manager

4 days ago

Highgate Hotels Topeka, United States

Compensation Type · Yearly · Highgate Hotels · Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Fran ...
Medicaid Reporting Accountant

3 weeks ago

State of Kansas Shawnee, United States

Employment Benefits · Comprehensive medical, mental, dental, vision, and additional coverage · Sick & Vacation leave · Work-Life Balance programs: parental leave, military leave, jury leave, funeral leave · Paid State Holidays (designated by the Governor annually) · Fitness ...
Finance Growth Manager

1 week ago

Mallett Region - Modern Woodmen of America Topeka, United States Full time

Benefits: · 401(k) · 401(k) matching · Bonus based on performance · Company parties · Dental insurance · Flexible schedule · Health insurance · Opportunity for advancement · Training & development · Vision insurance · About Modern Woodmen: Modern Woodmen of America (MWA for short ...
Transportation Senior Project Engineer

3 weeks ago

JEO Consulting Group Topeka, United States Full time

Job Summary · JEO's Transportation Department provides expertise and services including traffic engineering, transportation planning, roadway and bridge design, and environmental services. This position is supported by a department of professionals to support managing successful ...
PSA III-Business Manager

3 weeks ago

State of Kansas Shawnee, United States

Employment Benefits · Comprehensive medical, mental, dental, vision, and additional coverage · Sick & Vacation leave · Work-Life Balance programs: parental leave, military leave, jury leave, funeral leave · Paid State Holidays (designated by the Governor annually) · Fitness Cent ...
Title X Program Consultant

3 weeks ago

State of Kansas Shawnee, United States

Employment Benefits · Comprehensive medical, mental, dental, vision, and additional coverage · Sick & Vacation leave · Work-Life Balance programs: parental leave, military leave, jury leave, funeral leave · Paid State Holidays (designated by the Governor annually) · Fitness ...