Job Description

Financial Planning And Analysis Role

In this role, you will be responsible to partner with cross-functional team members to co-lead planning, forecasting and analytical efforts to deliver financial commitments, balanced with a sense of integrity and fiscal responsibilities. Direct and lead the annual planning, rolling forecasts, and business planning including formulation of the income statement, cost center-level expense planning, and presentations to the senior management team.

Responsibilities

• Develop annual budgets, quarterly forecasts, and strategic plans in conjunction with management using company analytics and enter the numbers into the planning system.
• Work with the team to manage and support phases of the noninterest income and expense financial planning process. Interpret financial results by comparing and analyzing plans and forecasts with actual results.
• Collaborate with the accounting team to ensure the accuracy of the financial statements and provide analytical support in regard to results and trends.
• Create monthly expense reports/ P&Ls and provide variance analysis for management review by assembling and summarizing data, preparing reports, and making presentations of findings, analyses, and recommendations.
• Improve and construct new capabilities around performance metric analysis and reporting to track key financial objectives and targets.
• Automate and simplify processes and reporting structures through standardization. Participate in process improvement, project analysis and due diligence.
• Collaborate in the development of financial models and perform valuation analyses.
• Work on ad-hoc projects/analyses including systems user-acceptance testing on core financial systems.
• Research and analyze industries, companies, historical financial statements and projecting financial information.

Education:

• Bachelors Degree - Finance, Accounting or Related - Minimum

Years of Experience:

• 3 years - Finance, accounting, financial planning, analysis or related - Minimum

In Lieu of Education:

• 8 years - Finance, accounting arenas, financial planning, analysis role or related

Compensation & Benefits:

Typical hiring range: $76,500 - $108,050 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.

Additional Compensation: Annual performance bonus

Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match.

Additional Benefits:

• Work from home up to 3 days a week
• Paid parental leave
• Employee discount programs
• Time off including paid personal and sick days
• 11 paid holidays
• Education reimbursement

*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

Job Tags

Similar Jobs