EEOC

Financial Planning Analyst

EEOC

full-time

Posted on:

Origin:  • 🇺🇸 United States • Pennsylvania

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Salary

💰 $63,000 - $105,000 per year

Job Level

Mid-LevelSenior

About the role

  • develop and deliver prospective financial analysis models, budgets, forecasts and reporting in support of business planning and management decisions
  • Source, compile, analyze and present financial information, develop forecasts, models and other reporting as directed, provide recommendations for business planning
  • Produce standard and ad-hoc reporting, engage Financial Planning and segment leaders to provide interpretation, clarification and ensure accuracy, make adjustments as directed
  • Develop relationships with key members of assigned line of business creating collaboration and synergy as a valued partner
  • Take a leadership role in maintaining and improving existing reports in both formatting and content
  • Drive process efficiencies to focus on key deliverables creating value for key stakeholders
  • Participate in team efficiency, reporting enhancements and systems initiatives
  • Other Duties as Assigned by Manager
  • Each employee accountable for reading, understanding and acting on Compliance Programs, regulations and policies and procedures, and ensuring compliance training assignments are completed by established due dates

Requirements

  • Bachelor's Degree or the equivalent experience. Specialty: Finance, Accounting or other applicable. (Required)
  • 3 or more years corporate Financial Planning or Accounting. (Required)
  • 1 or more years banking or financial services. (Preferred)
  • Willingness to take on new tasks and the ability to efficiently manage competing priorities (Required)
  • Exposure to financial modeling skills (Required)
  • Possess interpersonal skills with the ability to work effectively in cross-functional and cross-organizational relationships (Required)
  • Excellent problem-solving skills (Required)
  • Ability to analyze data to identify trends and patterns (Required)
  • Proficiency in PC based applications including the Microsoft Office Suite (particularly in Excel, PowerPoint, and Word) (Required)
  • Knowledge of planning and reporting systems such as Essbase or Workday (Required)
  • Must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future