Financial Planning and Analysis

• Partner with various business unit leaders to provide financial insight and decision support.
• Prepare, analyze and review business unit financial plans, forecasts, and actual results (monthly, quarterly, and annually).
• Support assigned business units with annual budgeting and forecasting cycles, ensuring alignment with strategic goals.
• Monitor key performance indicators (KPIs), profitability metrics, and cost drivers across lending, deposits, and fee-based products
• Develop ad hoc presentations and reports for business units, senior leadership, and board of directors.
• Identify process improvement opportunities and support automation of budgeting and internal financial reporting.
• Special projects as assigned, including projects related to merger and acquisition activity.

Senior Financial Analyst

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