SVP & Director of Financial Planning & Analysis - Profitability

SUMMARY:

The Director of Financial Planning & Analysis (FP&A) leads the bank’s enterprise planning, forecasting, management reporting, and financial analysis activities. This role partners with executive management, line-of-business leaders, Treasury, Accounting, Risk, and other stakeholders to translate strategic priorities into measurable financial plans, evaluate performance, and provide decision-ready insights. The Director will strengthen forecasting discipline, enhance profitability analysis, and communicate the financial implications of growth, pricing, funding, capital, and expense decisions within a regulated banking environment.

SUPERVISOR RESPONSIBILITIES:

Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Leads the annual budget, multi-year strategic planning, and periodic forecasting processes across the bank and its lines of business.

Develops integrated financial projections for the income statement, balance sheet, capital, liquidity, and key performance measures in partnership with Treasury, Accounting, and business leaders.

Produces timely monthly and quarterly management reporting, including variance analysis, performance drivers, trends, risks, and actionable recommendations.

Prepares executive- and board-level financial presentations that clearly communicate outlook, scenarios, trade-offs, and performance against strategic and financial objectives.

Partners with business leaders on revenue, expense, staffing, investment, pricing, and profitability decisions; construct business cases and challenge underlying assumptions.

Advances customer, product, branch, channel, and relationship profitability analysis, including funds-transfer-pricing and risk-adjusted performance concepts.

Supports balance sheet and net interest income forecasting by evaluating loan and deposit trends, interest-rate assumptions, funding costs, deposit betas, and margin sensitivity.

Coordinates financial inputs for stress testing, capital planning, liquidity planning, and regulatory or management scenarios.

Establishes and monitor key performance indicators, scorecards, and dashboards that align operating results with the bank’s strategy and risk appetite.

Improves FP&A models, systems, data governance, and reporting processes to increase accuracy, transparency, speed, and scalability.

Maintains effective controls, documentation, and review standards over forecasts, models, reports, and source data.

Builds and lead a high-performing FP&A team through clear priorities, coaching, professional development, and effective cross-functional collaboration.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Demonstrated experience leading budgeting, forecasting, financial modeling, scenario analysis, and executive management reporting.

Strong knowledge of accounting principles and the ability to connect financial statements, operating drivers, and strategic decisions.

Advanced proficiency with spreadsheet and presentation tools; experience with enterprise planning, business intelligence, data visualization, and banking profitability platforms preferred.