Mybankwell
Financial Planning and Analysis (FP&A) Analyst
Mybankwell, New Canaan, Connecticut, us, 06840
Description
The Financial Planning & Analysis (FP&A) Analyst plays a critical role in driving financial insight and strategic decision-making across the Bank. Reporting to the Director of FP&A, this position is responsible for delivering accurate, timely, and actionable financial analysis, forecasts, and performance metrics. The Analyst will collaborate cross-functionally to support planning, reporting, and process improvement initiatives that enhance financial transparency and operational efficiency.
Key Responsibilities
Assist
with the Bank’s annual budgeting and strategic planning processes, ensuring alignment with organizational goals.
Develop and maintain
detailed financial models and forecasts, with a strong emphasis on expense management and trend analysis.
Prepare and analyze
monthly, quarterly, and annual financial reports for senior leadership, highlighting key variances and business drivers.
Support executive-level presentations , including materials for Board of Directors meetings and investor communications.
Design and implement
standardized reporting packages to streamline financial insights across departments.
Identify and execute
opportunities to simplify, automate, and enhance existing finance processes and tools.
Ensure accuracy and compliance
in financial schedules and analyses as part of the Company’s ICFR/SOX control framework.
Serve as a subject matter expert
in budgeting and planning tools, providing guidance and training as needed.
Foster strong partnerships
across departments to promote collaboration and a shared understanding of financial performance.
Contribute to ad hoc analysis and special projects , supporting strategic initiatives and business case development.
Requirements
2–3 years of relevant experience in financial planning, analysis, or corporate finance; banking or financial services experience preferred.
Advanced proficiency in
Microsoft Excel , including complex formulas (e.g., VLOOKUP, SUMIFS, IF/AND/OR), pivot tables, and data visualization.
Strong working knowledge of
PowerPoint
for executive-level presentations.
Exceptional analytical, problem-solving, and decision-making skills.
Clear and effective communication skills, both written and verbal.
Proven ability to build relationships and influence stakeholders at all levels.
High level of integrity, professionalism, and attention to detail.
Education & Technical Skills
Bachelor’s degree in Finance, Accounting, Business, or a related field.
Familiarity with Windows-based systems and financial planning software/tools.
Experience with budgeting platforms or ERP systems is a plus.
New Canaan - In Office
#J-18808-Ljbffr
The Financial Planning & Analysis (FP&A) Analyst plays a critical role in driving financial insight and strategic decision-making across the Bank. Reporting to the Director of FP&A, this position is responsible for delivering accurate, timely, and actionable financial analysis, forecasts, and performance metrics. The Analyst will collaborate cross-functionally to support planning, reporting, and process improvement initiatives that enhance financial transparency and operational efficiency.
Key Responsibilities
Assist
with the Bank’s annual budgeting and strategic planning processes, ensuring alignment with organizational goals.
Develop and maintain
detailed financial models and forecasts, with a strong emphasis on expense management and trend analysis.
Prepare and analyze
monthly, quarterly, and annual financial reports for senior leadership, highlighting key variances and business drivers.
Support executive-level presentations , including materials for Board of Directors meetings and investor communications.
Design and implement
standardized reporting packages to streamline financial insights across departments.
Identify and execute
opportunities to simplify, automate, and enhance existing finance processes and tools.
Ensure accuracy and compliance
in financial schedules and analyses as part of the Company’s ICFR/SOX control framework.
Serve as a subject matter expert
in budgeting and planning tools, providing guidance and training as needed.
Foster strong partnerships
across departments to promote collaboration and a shared understanding of financial performance.
Contribute to ad hoc analysis and special projects , supporting strategic initiatives and business case development.
Requirements
2–3 years of relevant experience in financial planning, analysis, or corporate finance; banking or financial services experience preferred.
Advanced proficiency in
Microsoft Excel , including complex formulas (e.g., VLOOKUP, SUMIFS, IF/AND/OR), pivot tables, and data visualization.
Strong working knowledge of
PowerPoint
for executive-level presentations.
Exceptional analytical, problem-solving, and decision-making skills.
Clear and effective communication skills, both written and verbal.
Proven ability to build relationships and influence stakeholders at all levels.
High level of integrity, professionalism, and attention to detail.
Education & Technical Skills
Bachelor’s degree in Finance, Accounting, Business, or a related field.
Familiarity with Windows-based systems and financial planning software/tools.
Experience with budgeting platforms or ERP systems is a plus.
New Canaan - In Office
#J-18808-Ljbffr