What are the responsibilities and job description for the Sr. Finance Manager, FP&A & Business Partner position at Triumph?
Join TBK Bank!
At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.
Position Summary: The Sr. Finance Manager, FP&A & Business Partner is a senior leader within the Finance Team. This role leads cross-functional planning, driving enterprise insights, and strengthening financial governance. The Sr. Finance Manager, FP&A & Business Partner is highly visible and partners with business unit leaders and Finance leadership to translate complex performance data into clear recommendations that improve profitability, reduce risk, and enable disciplined growth. This role typically leads priority initiatives, enhances forecasting accuracy, elevates management reporting, and mentors/oversees analysts and managers, while owning key elements of finance systems, reporting, and process excellence.
Essential Duties & Responsibilities
Enterprise Planning & Performance Leadership
Lead major workstreams across rolling forecast, annual budget, and long-range planning; ensure alignment with Triumph priorities and operating cadence
Own key performance narratives and driver-based insights for senior leadership reviews and business line operating rhythms
Build and review sophisticated models evaluating strategic initiatives, investments, and operating decisions, including sensitivities and scenario planning
Business Partnership & Influence
Serve as a trusted finance partner for business leaders; challenge assumptions, clarify risks/opportunities, and help shape decisions
Facilitate cross-functional forecasting inputs and standardize assumptions across business lines to improve comparability and predictability
Systems, Reporting & Analytics
Provide advanced oversight of the planning/forecasting platform administration (e.g., Adaptive) and associated reporting outputs; ensure data integrity and scalable design
Drive self-service reporting and dashboard maturity; partner with BI/ETL resources to improve automation and usability
Executive & Board Support
Lead preparation of Board-ready reporting and executive packages; ensure clarity of story, drivers, and forward-looking risks/opportunities
Coordinate monthly management reporting across business lines and support ad hoc executive analysis requests
Controls, Governance & Process Improvement
Strengthen process documentation, controls, and policy adherence across planning and reporting to support a disciplined control environment
Identify and implement process improvements that reduce cycle time and improve forecast accuracy
Leadership & Talent Development
Provide direct or matrix leadership for analysts/finance managers; coach on modeling, storytelling, and stakeholder management
Set quality standards for analysis and reporting; build bench strength through mentorship and training
Experience & Education
Bachelor's degree in Accounting, Finance, Economics, or Business (required)
6-8 progressive experience in FP&A, Finance, Accounting, or Corporate Treasury
Banking/Financial Services experience (preferred)
CPA, CFA, CMA, and/or MBA (preferred)
Strong financial systems and reporting solutions background
Skills & Abilities Required
Advanced FP&A, modeling, forecasting, and executive storytelling capability
Experience with EPM platforms (Axiom / Adaptive / Anaplan / Planful / Essbase / Hyperion / TM1)
Advanced Excel; comfort with BI tools and data/ETL concepts
Strong influence, prioritization, and communication skills; thrives in a fast-paced, ambiguous environment
Work Environment
The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
Specific vision abilities are required by this job due to computer work.
Light to moderate lifting is required.
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Go on. Do it. Apply Today!
Triumph Financial, Inc. and its subsidiaries (hereafter the “Company”) is an equal opportunity employer and provides equal employment opportunities to all employees and applicants for employment. The Company prohibits discrimination and harassment against all employees and applicants for employment based on race, color, sex, gender, age, religion, creed, covered veteran status, military service, national origin or ancestry, ethnicity, sexual orientation, gender identity, gender expression, transgender status, actual or perceived physical or mental disability, genetic information, citizenship or immigration status, marital status, pregnancy, childbirth, or related medical conditions, reproductive health decision making, or any other characteristic protected by law. Equal employment opportunity applies to all terms and conditions of employment, including, without limitation, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.