SVP Financial Planning and Analysis FPA - Banking

Company: Affinity Executive Search
Location: Orlando
Posted on: January 26, 2023

Job Description:

SVP
BANK FINANCIAL PLANNING & ANALYSIS
Orlando FLOur
client is a rapidly growing bank with exceptional management in a fast-paced
collegial environment.

Reporting to the CFO, we are seeking 8+ years of progressive experiences in
Banking Finance or Accounting for this high profile role.
Key Responsibilities

• 
  
• Develop
  approaches and manage the annual budget process, strategic plan, and
  capital plan processes, coordinating with all business units across Bank.
  
• Present
  budget, strategic plan, and capital plan to CFO, COO and CEO and support
  presentations to the Board of Directors.
  
• Develop
  and implement funds transfer pricing, capital allocation, and overhead
  allocation methodologies.
  
• Oversee
  preparation of monthly business unit reports, analyze results to identify
  deviations from expected results, review results with the business and
  identify ways to build on positive and mitigate negative performance.
  
• Review
  results and proposed enhancement and mitigation efforts with the CFO, COO
  and CEO to obtain input and confirmation of planned actions.
  
• Meet as
  necessary with bank regulators to review budget, strategic plan, capital
  plan, and periodic results.
  
• Support
  new product initiatives, specifically performing profitability analysis.
  
• Work
  with the Treasurer to develop cost of capital methodology and assist
  lending units in developing loan pricing.
  
• Develop
  information regarding, and monitoring performance of, businesses and
  industries of M&A interest.
  
  Experience:
  
  • 
    
  • Minimum
    of 8 years of experience in financial planning and analysis, treasury,
    accounting or internal audit required
    
  • At least
    2 years working in an FP&A group in a bank preferred
    
  • Experience
    with technical accounting, financial analysis and regulations within a
    banking environment
    
    Knowledge &
    Skills:
    
    • 
      
    • Familiarity
      with funds transfer pricing, risk adjusted return on capital, and product
      pricing methodologies
      
    • Experience
      with budgeting and planning tools
      
    • Strong
      oral and written communication skills
      
    • Possess
      and exhibit an exemplary level of integrity and discretion
      
    • Demonstrate
      sound judgment and problem-solving skills with the ability to interpret
      and analyze complex financial statements
      #LI-SK3

Keywords: Affinity Executive Search, Orlando , SVP Financial Planning and Analysis FPA - Banking, Accounting, Auditing , Orlando, Florida