VP - Manager Financial Planning & Analysis (FP&A)

If you are a Finance Professional, have eight plus years of experience in a multibillion-dollar bank or credit union handling Budgeting & Forecasting, management reporting, and profitability, this could be an outstanding opportunity for you. Our firm is an affiliate of Management Recruiters International.  We specialize in banking ‘vertical’, primarily working with $0 to $20B financial institutions nationwide.  Our focus is placing top performers within Accounting & Finance – primarily CFO’s, Chief Accounting Officers, Controllers, Treasurers, Asset & Liability Managers, and Corporate Finance Professionals.

Our client is a multibillion-dollar institution in the North Carolina Market.  They have a vision for continued organic growth as well as future targeted M&A that will allow them to continue to expand.  Their Management Team is very solid and they are very well positioned and poised to move things to the next level and are now looking to add a key player that will handle budgeting, forecasting, management reporting, profitability, etc.

The essence of the role is multifaceted and over time as the bank grows additional staff will be layered underneath this position.  Initially the primary focus is going to be budgeting and forecasting and further enhancing appropriate methodologies and analytics. Traditional budget to actual, analytics, reporting, extracting scenarios, dashboarding, etc. is all key in this role.  There is a data analytics team that is incredibly helpful so one wouldn’t have to get too far into the weeds with SQL, Hyperion, Axiom, but would need to know enough to extract the data you need. 

The nice thing about this role is that you will be enhancing this function as continued infrastructure is built (ie…perhaps other technology solutions.)  Peeling this responsibility off the plate of your boss (SVP of Finance) and taking a leadership role in this area and communicating effectively corporate wide is important to be successful in this position.   You will be tasked with innovation, communication, and making sure everything aligns with corporate goals and objectives.  Of course, like in any Corporate Finance role, effectively building a bridge with all of the various Lines of Business is key.  This is a critical job for the institution and upward mobility exists down the road.

We are looking for a bachelor’s degree in finance, Accounting, or Economics, eight plus years of Banking or Credit Union Experience, and experience with the budgeting, forecasting, and profitability functionality within your institution.  This position requires excellent interpersonal skills, strong presentation skills, and attention to detail.  Please inquire today.