Manager of Financial Planning & Analysis

Manager – Financial Planning & Analysis (FP&A)

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

Our client is a multibillion-dollar financial services organization in the Georgia Market. They have a vision for continued M&A and organic growth and a strategy that is only going to continue to expand. Their Management Team is very solid and the bank’s strategy is focused both on organic growth as well as traditional M&A. This approach has paid dividends, and the organization is performing very well. They are very well positioned and poised to move to the next level and are now looking to add a key player in this newly created role that will handle budgeting, forecasting, management reporting, dashboarding, etc.

The essence of the role is multifaceted and over time as the organization grows additional staff will be layered underneath this position. Initially the primary focus is going to be budgeting and forecasting and building out appropriate methodologies. Having experience project managing software implementations is a huge plus. Currently, the client does not have a standalone software for budgeting and forecasting, so experience with one of the major banking platforms will help you drive the conversations internally with what software the client ends up going with. Being well versed in profitability and drilling down into customer, product, and organizational profitability are things they will be focusing on down the road, so at this point those are more ‘nice to have’ than ‘must have’ skill sets. The nice thing about this role is that you will be enhancing this function as the infrastructure is built, you will be more fully building it out. Peeling this responsibility off the plate of your boss, the CFO, 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. This is a critical job for the bank and with their strong vision, opportunities will continue to present themselves down the road.

We are looking for a bachelor’s degree in finance, Accounting, or Economics, six plus years of Banking Experience, and experience with the budgeting, forecasting, and profitability functionality within a bank. Implementation experience of some sort is a huge plus. This position requires excellent interpersonal skills, strong presentation skills, and attention to detail. Please inquire today.

The banking market continues to be friend to roles like this, so if the role appeals to you, but you are locationally challenged with this one, still inquire, as we may have other roles in different parts of the country presently, and certainly many more of these moving forward.