Drive financial performance and strategic decision-making with HomeEquity Bank as a Financial Planning Manager. Lead budgeting, forecasting, and analysis to support our commitment to homeowners 55 and up.
As a crucial member of the finance team, the Manager of Financial Planning and Analysis will partner with the Director and VP of FP&A to elevate the bank’s financial strategy. Your strong analytical skills will enable you to develop comprehensive budgets, forecasts, and performance reports, directly impacting our operations. The ideal candidate brings experience in the banking sector and a deep understanding of financial modeling and analysis.
Key Responsibilities:
• Coordinate annual budget development with cross-functional teams
• Analyze profitability trends and support budgetary decisions
• Prepare operational metrics, KPIs, and executive dashboards
• Develop financial forecasts comparing projected results against budgets
• Support tax compliance and ensure ti...