Financial Planning & Analysis Manager Opportunity

Creative Financial Staffing has recently partnered with a company based out of Houston, Texas. Are you ready to join this incredible team?

Must-Have Highlights:

• Financial Services experience
• Strong Presentation Skills
• 7 years of FP&A experience
• Solid Accounting foundation
• MBA or CPA preferred

Perks of the Financial Planning & Analysis Manager role?

• Competitive Compensation
• AMAZING Benefits package including 401k Match!
• Free Onsite Parking!
• Ability to take FP&A Function to the next level

Overview of the Financial Planning & Analysis Manager Role:Forecasting and Budgeting

• Development, reporting and delivery of accurate, concise, and timely annual budgets and quarterly forecasts for each line of business of the Company, the Company as a whole and the Consolidated Public Company.
• Analysis of budget and forecasts variances and reporting of necessary changes to ensure reasonableness of forecast on an on‐going basis
• Assist in the strategic planning and forecasting process
• Lead and coordinate annual budget process and forecasting process with senior and executive management including assumptions and inputs, expenditures and capital needs, and income opportunities.
• Perform analysis of funding sources and uses as well as capital planning

Funds Management

• Manage the Bank’s third‐party vendor related to the ALM model to fulfill the Funds Management and Risk Management responsibilities
• Provide data and information for production of quarterly ALM model
• Possess the necessary skills and knowledge to interpret the financial information presented for capital and earnings shock analysis as part of interest rate risk model.
• Produce subsequent analysis on ALM model including back testing analysis, interface with the third‐party firm

Other Analysis:

• Provide leadership to Accounting staff in areas of finance, accounting, controls, and various analysis.
• Perform monthly yield and fluctuation analysis of interest‐earning asset and interest‐bearing liabilities and commenting/communicating explanations of variances.
• Develop and implement methods for producing various financial statement footnotes and disclosures used in SEC reporting and other internal reports.
• Perform profitability analysis and provide volume and production reports to management
• Review valuations performed by third‐party vendors on the fair value information for deposits and loans

Preferred Qualifications for the Financial Planning & Analysis Manager Role:

• 5+ years of training experience
• Strong presentation skills
• Excellent verbal and written communication skills
• Strong attention to detail, communication, organizational skills

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