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Full Job Description
We are a leading financial services organization offering community and commercial banking, specialty finance, and wealth management solutions across multiple states. With a strong balance sheet, a network of 200+ branch locations, and a national reach, we combine the sophistication of a large institution with the personalized, relationship-driven service of a community bank.
We consistently rank as a top workplace and pride ourselves on our people-first culture, entrepreneurial spirit, and commitment to professional development.
Award-winning culture: Recognized as a Top Workplace for over a decade.
Competitive compensation: Base pay with eligibility for discretionary and incentive bonuses.
Comprehensive benefits package: Medical, dental, vision, life, disability, 401(k) with generous company match, tuition reimbursement, parental leave, and more.
Career growth opportunities: With 175+ community bank locations and a promote-from-within culture, advancement is encouraged.
Work-life balance: Family-friendly hours and a collaborative environment.
Entrepreneurial culture that values innovation and fresh ideas.
Broad opportunities for professional growth and mobility.
High visibility with senior leadership and impact on strategic initiatives.
The VP, Senior Manager – FP&A leads a team responsible for financial reporting, budgeting, forecasting, and performance analysis to support business leaders in achieving financial and strategic objectives.
Lead the budgeting and forecasting process for subsidiaries and business lines, ensuring alignment with strategic priorities.
Deliver financial insights and analytics that drive senior leadership decision-making.
Manage consolidated and affiliate financial reporting and serve as the liaison with internal stakeholders.
Partner with senior leadership on strategic initiatives, including M&A due diligence, investment analysis, and new business opportunities.
Oversee cross-functional financial modeling, scenario planning, and business case development.
Champion process improvements to enhance FP&A efficiency, reporting, and value delivery.
Utilize modern finance tools (Workiva, Power BI, Workday, Adaptive Planning) to strengthen reporting and decision support.
Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CPA, or CFA strongly preferred).
8–12 years of progressive experience in FP&A or financial management, ideally in financial services.
Demonstrated success influencing senior leadership and contributing to strategic planning.
Strong organizational and communication skills; able to manage multiple priorities in a fast-paced environment.
Advanced Excel and PowerPoint skills; experience with Workiva, Power BI, Workday, and Adaptive Planning preferred.
Medical, dental, and vision insurance
Life insurance & AD&D coverage
Short- and long-term disability
Parental leave & Employee Assistance Program (EAP)
Traditional and Roth 401(k) with company match
Flexible Spending Accounts (FSA)
Employee Stock Purchase Plan (5% discount)
Critical illness & accident insurance
Commuting & transportation benefits
Pet insurance
Exclusive banking benefits
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Remote Status
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