Senior Financial Planning & Analysis Analyst – Workforce Planning

Role Overview

• Provides financial products and services and acting as a business advisor and partner to various business units.
• Initiates, collects, compiles, and integrates business data to inform forecasts and budgets.
• Executes variance analysis and provides understanding of operational and financial performance to senior leadership.
• Makes recommendations for business unit/program's financial and performance improvements.
• Leads and supports development of business cases using appropriate financial indices and coordination with other stakeholders.
• Utilizes insightful analysis to support decision making and help drive business results.
• Assist in the development and improvement of internal senior leadership reports.
• Lead the annual budget process for FTE and workforce planning across the organization.
• Partner with business units, HR, and Finance leadership to ensure alignment between workforce plans and financial targets.
• Prepare and deliver monthly workforce and budget reporting to business unit leaders, HR, and Finance.
• Analyze FTE trends, labor costs, and variances, providing actionable insights to stakeholders.
• Create and maintain bank board reporting related to workforce planning, FTE, and incentive programs.
• Support incentive plans from a reporting and validation standpoint.
• Validate and monitor incentive plan performance in calculations and payouts.

Requirements

• Bachelor's Degree required
• 4-6 years experience in finance, accounting, business, or a related role required
• Proficient in Microsoft Excel and advanced understanding of forecast modeling

Benefits

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Student debt employer repayment program.
• 401(k) retirement plan with a 6% match.