Job Description

• The Financial Analyst - Corporate FP&A will be responsible for timely and accurate forecasting and modeling, preparing reporting packages and performing complex analysis of financial activities.
• This position will be responsible for completion of projects and working under high levels of responsibility and autonomy as well as coaching and mentoring more junior Financial Analysts.
  

ESSENTIAL FUNCTIONS

• Support annual business plan/budget for given business segment
  
• Lead re-forecasting activities, as necessary
  
• Update/evolve forecasting models, as necessary
  
• Analyze monthly results - identify drivers and explain key variances
  
• Prepare monthly reporting package
  
• Coordinate all activities with business planning processes & schedule
  
• Calculate product ROE's
  
• Extract and disseminate key plan metrics to business unit management
  
• Lead creation of new monthly reporting package utilizing modular approach that will meet the needs of Executive Management and governance activities
  
• Lead modeling activities on acquisition opportunities, as required
  
• Complete special project and ad hoc reporting as assigned
  

KNOWLEDGE, SKILLS, AND ABILITIES REQUIREMENTS

• May require extensive knowledge of the concepts, practices and procedures of the Business Unit being supported
  
• Strong spreadsheet and analytical skills
  
• Strong interpersonal skills
  
• Ability to work independently and manage assigned area with little supervision or oversight
  
• Excellent written and verbal communication skills
  
• Excellent organizational and problem-solving skills with attention to detail
  
• Proficient with Microsoft Office products (Excel, Word, Outlook)
  
• Strong skills in planning and forecasting
  

TRAINING AND EXPERIENCE

• Bachelor's degree required in Accounting, Finance or related business area
  
• MBA/CPA preferred
  
• 6 - 8 years related work experience
  
• Banking and/or mortgage industry experience preferred
  
• Cognos TM1 experience preferred