FNBO

Director, Wealth & Financial Planning

FNBO

full-time

Posted on:

Location Type: Hybrid

Location: Omaha • New York • United States

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Salary

💰 $97,774 - $166,216 per year

Job Level

Lead

About the role

  • Develop, refine, and execute the financial strategy of the Bank in alignment with overall organizational goals.
  • Provide strategic financial insights and recommendations to senior leadership.
  • Collaborate with the CFO to ensure financial strategies comply with regulatory requirements and industry best practices.
  • Complete comprehensive budgets and forecasts for assigned business units in alignment with the long-term strategy of the Bank.
  • Oversee the preparation and distribution of accurate and timely financial reports, including income statements, balance sheets, and key performance indicators.
  • Implement and maintain robust financial reporting systems to provide actionable insights to senior management.
  • Collaborate with various departments to gather relevant financial data and ensure accuracy in reporting.
  • Develop and implement key performance indicators (KPIs) to measure and evaluate the financial performance of the Bank.
  • Work closely with department heads to analyze performance metrics and identify opportunities for improvement.
  • Drive initiatives to enhance operational efficiency, cost-effectiveness, and overall financial performance.
  • Collaborate with risk management teams to assess and mitigate financial risks.
  • Stay abreast of regulatory changes and industry trends affecting financial risk, and ensure the Bank's financial strategies are adaptive and compliant.

Requirements

  • Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or relevant advanced degree preferred.
  • CPA or CFA certification is highly desirable.
  • Proven experience (5+ years) in a finance role within the banking or financial services sector.
  • In-depth knowledge of wealth management operations, financial regulations, and industry best practices.
  • Strong analytical, strategic thinking, and problem-solving skills.
  • Excellent communication and interpersonal skills, with the ability to influence and collaborate at all organizational levels.
  • Candidates must possess unrestricted work authorization and not require future sponsorship.
Benefits
  • Medical, Dental, Vision Insurance
  • 401k, With Matching Contributions
  • Time Off Programs
  • Health Savings Account (HSA)/Dependent Care
  • Employee Banking
  • Growth Opportunities
  • Tuition Assistance
  • Short-Term/Long-Term Disability Insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial strategy developmentbudgetingforecastingfinancial reportingkey performance indicators (KPIs)financial analysisregulatory complianceoperational efficiencycost-effectivenessrisk assessment
Soft Skills
analytical skillsstrategic thinkingproblem-solvingcommunication skillsinterpersonal skillscollaborationinfluenceleadership
Certifications
Bachelor's degreeMBACPACFA