Financial Planning and Analysis (FP&A) Analyst

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

Qualifications

• 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

Salary Description

$90,000 - $105,000