Veritas Partners
This range is provided by Veritas Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $125,000.00/yr - $150,000.00/yr
Our client is currently seeking an experienced Sr FP&A Analyst to join their team in Northern Virginia. The role will play a critical part in forecasting, budgeting, and strategic analysis, with a strong emphasis on executive communication, data storytelling and impactful presentation delivery. This person should have a strategic consulting mindset with ability to support analysis of business endeavors, research projects, and strategic initiatives.
Responsibilities
Collaborate with the Business Advisory Group, Treasury, and Credit Risk Teams to develop financial forecasts and analysis of strategic initiatives, ensuring alignment with financial objectives.
Support budgeting and financial forecasting efforts related to total company financial statements.
Consolidate and interpret financial results to deliver insightful executive summaries and dashboards.
Identify and communicate trends, risks and opportunities across business units and functional areas through structured analysis and data visualization.
Prepare business cases and Executive-level presentations through data visualization and translation of data insights into clear, concise, easy-to-understand content, including monthly forecasting decks and strategic planning materials.
Support the VP of FP&A with development of actionable recommendations to improve performance, mitigate risk, and capitalize on opportunities.
Support management of forecasting process by providing hands‑on assistance to organize task plans, forecasting calendars and follow‑up with stakeholders as needed.
Support organizational change and learning by embracing new, flexible, and agile approaches to improve business performance, processes, innovation, and efficiency.
Requirements
Bachelor’s degree in business administration, Accounting, Finance or Engineering required.
Minimum of 5+ years' of relevant experience in consulting, financial services, or banking.
Demonstrated data analysis skills and the ability to connect data insights to key financial and business issues.
Understanding of bank financial statements, specifically balance sheet and income statements.
Experience working with large datasets and knowledge of various financial software packages and tools (e.g., Hyperion, OneStream, QRM) is strongly preferred.
Advanced Excel and strong PowerPoint skills required.
Data visualization skills: experience in SQL, Tableau or other data visualization software is preferred.
Seniority level Associate
Employment type Full-time
Job function Finance, Accounting/Auditing, and Analyst
Industries Banking, Financial Services, and Insurance
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Base pay range $125,000.00/yr - $150,000.00/yr
Our client is currently seeking an experienced Sr FP&A Analyst to join their team in Northern Virginia. The role will play a critical part in forecasting, budgeting, and strategic analysis, with a strong emphasis on executive communication, data storytelling and impactful presentation delivery. This person should have a strategic consulting mindset with ability to support analysis of business endeavors, research projects, and strategic initiatives.
Responsibilities
Collaborate with the Business Advisory Group, Treasury, and Credit Risk Teams to develop financial forecasts and analysis of strategic initiatives, ensuring alignment with financial objectives.
Support budgeting and financial forecasting efforts related to total company financial statements.
Consolidate and interpret financial results to deliver insightful executive summaries and dashboards.
Identify and communicate trends, risks and opportunities across business units and functional areas through structured analysis and data visualization.
Prepare business cases and Executive-level presentations through data visualization and translation of data insights into clear, concise, easy-to-understand content, including monthly forecasting decks and strategic planning materials.
Support the VP of FP&A with development of actionable recommendations to improve performance, mitigate risk, and capitalize on opportunities.
Support management of forecasting process by providing hands‑on assistance to organize task plans, forecasting calendars and follow‑up with stakeholders as needed.
Support organizational change and learning by embracing new, flexible, and agile approaches to improve business performance, processes, innovation, and efficiency.
Requirements
Bachelor’s degree in business administration, Accounting, Finance or Engineering required.
Minimum of 5+ years' of relevant experience in consulting, financial services, or banking.
Demonstrated data analysis skills and the ability to connect data insights to key financial and business issues.
Understanding of bank financial statements, specifically balance sheet and income statements.
Experience working with large datasets and knowledge of various financial software packages and tools (e.g., Hyperion, OneStream, QRM) is strongly preferred.
Advanced Excel and strong PowerPoint skills required.
Data visualization skills: experience in SQL, Tableau or other data visualization software is preferred.
Seniority level Associate
Employment type Full-time
Job function Finance, Accounting/Auditing, and Analyst
Industries Banking, Financial Services, and Insurance
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