Financial Analysis and Decision Support

• The LOB Finance Manager is responsible for performing financial analysis for numerous purposes including: strategic advice, business performance evaluation, risk identification, controls evaluation, and accuracy of results.
• Analysis is conducted using standard reports and the development and production of non-standard reports/analyses to support the Lines of Business
• Analyzes and interprets financial information by understanding the drivers behind the results in order to form well informed conclusions regarding the accuracy of the information, as well as form recommendations to optimize profitability of the business units.
• Proactively provides business partners advice on how to improve profitability, productivity, or efficiency. Includes understanding, articulating and reviewing results to ensure consistency with corporate financial policies and controls.
• The LOB Finance Manager collaborates with Atlantic Union’s Corporate Finance teams to ensure the models and tools used for decision support are effective.
• Responsible for business unit incentive plan monitoring and providing input to the quarterly and annual incentive expense accrual process.
• Participates in analysis of merger and acquisition opportunities, including financial modeling and due diligence, as needed.

Planning and Forecasting

• The LOB Finance Manager works with line of business team resources, the Financial Planning & Analysis team, as well as Atlantic Union’s Corporate Finance teammates to effectively support the annual business and financial planning process.
• The LOB Finance Manager is also a leading contributor to the Company’s periodic forecasting process, including soliciting information from business partners as well as utilizing independent knowledge in order to accurately forecast near and longer term financial results and identify risks and opportunities to the forecast that enhance management’s tactical decision making abilities.

Financial Reporting

• The LOB Finance Manager is the primary coordinator and communicator of business unit financial information to the Line of Business Executive Management team and other areas of Finance and the Company. The spectrum of financial reporting includes internal business unit management reporting including balanced scorecards and certain non-financial measures, support of corporate and bank external financial reporting, including SEC segment financial reporting, as well as in support of investor relations strategies.

Organizational Relationship

This position reports directly to the Head of Line of Business Finance with a strong dotted line to the Line of Business leader.

Key clients include the Line of Business Executive leader and their senior leadership teams, Atlantic Union’s Corporate CFO and Corporate Finance.

Position Qualifications

Education & Experience

• Broad financial background and excellent analytic skills required
• Wealth Management Banking and Finance related experience and knowledge required
• 7 years of financial and/or business line experience within the financial services industry
• Preferably a MBA and/or CPA
• Strong strategic and financial acumen

Knowledge & Skills

• Strong management skills
• Excellent written and verbal communications skills
• Must be self-directed with the ability to prioritize and multi-task
• Ability to delegate effectively while maintaining accountability for appropriate completion of deliverables
• Effective time and personal management
• Proven relationship-building skills and the ability to collaborate with peers and senior managers

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an EEO/AA, Minority/Female/Disability/Veteran employer. We maintain a drug-free workplace.

Experience

• 7 year(s): Wealth Management Banking and Finance related experience and knowledge required

Education

• Masters or better in Business Administration or related field

Licenses & Certifications

• CPA