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SVP Financial Planning and Analysis FPA - Banking

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

Job Description:

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.


    • 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 &

      • 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

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

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