Financial Planning & Analysis Analyst
WealthCounsel, LLC
Analyst, Financial Planning & Analysis
Santander
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Florida, Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $48,000 - $77,000 per year
Job Level
Mid-LevelSenior
About the role
- Responsible for administering the day-to-day defined procedures, analyses and report preparations for the Financial Planning & Analysis function.
- Conducts financial and economic analysis and forecasting and evaluates alternate financial plans.
- Perform daily and monthly reconciliations of the Financial Management Information System against General Ledger.
- Trend analysis to ensure the stability of the Financial Management Information System daily and month over month.
- Maintenance of queries in SAP Business Objects as needed.
- Create, load, and validate various management adjustments during the month-end close process.
- Documentation of processes, reconciliations, and management adjustments.
- Maintains mapping tables for Operational & Accounting metadata.
- Conducts and documents complex financial analysis projects.
- Provides support to the FP&A function as needed.
- Develops and implements adjustments to working methods.
- Will communicate with others to gather, confirm, and clarify information.
- Reconcile FMIS (Financials Management Information System) to Accounting General Ledger.
- Monthly management adjustments Communicate potential data issues in the FMIS system related to reconciliation and trend analysis. (Management & IT)
Requirements
- Bachelor's Degree or equivalent work experience: Finance, Accounting and/or Economics or equivalent field - Required.
- 0+ Years Financial planning, financial analysis, Budgeting, or similar field - Required.
- Excellent communication, organization, and time management skills.
- Ability to research, organize, understand, and analyze financial data.
- Ability to focus on details and accuracy.
- Proficient data entry skills within Microsoft Office (Word, Excel, Access).
- Basic knowledge of financial analysis and budgeting/planning procedures.
- Ability to work collaboratively in teams as well as independently.
- Strong interpersonal skills.
- Ability to prioritize tasks and projects according to departmental priorities while adhering to deadlines.
Benefits
- Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisfinancial planningbudgetingtrend analysisreconciliationdata entrySAP Business Objectsfinancial management information systemgeneral ledgermanagement adjustments
Soft skills
communicationorganizationtime managementattention to detailcollaborationinterpersonal skillsanalytical skillsprioritizationindependenceproblem-solving
Certifications
Bachelor's Degree in FinanceBachelor's Degree in AccountingBachelor's Degree in Economics
