FP&A Manager

Job Description:

Role
Reporting to the Chief Financial Officer, the FP&A Director is responsible for leading the financial planning and analysis function, driving strategic decision-making, and providing executive-level insights to support organizational growth and profitability. This role oversees budgeting and performance analysis across the enterprise, partnering with senior leaders to optimize resource allocation and achieve business objectives. The FP&A Director ensures the integrity of financial data, leads a high-performing team, and champions continuous improvement in financial processes and analytics.

Essential Duties & Responsibilities
Strategic Financial Leadership

• Direct the development and execution of annual budgets, long-range financial plans, and rolling forecasts for the organization.

• Advise executive leadership on financial strategy, capital allocation, and business performance, providing actionable recommendations.

• Lead scenario modeling, profitability analysis across the Bank, and sensitivity analysis to support strategic initiatives.

• Present financial results, forecasts, and strategic insights to senior management.

Business Partnership & Cross-Functional Collaboration

• Partner with department heads and business unit leaders to align financial plans with operational goals.

• Facilitate cross-functional teams to drive cost optimization, revenue growth, and margin improvement initiatives.

• Serve as a trusted advisor to senior leadership, translating complex financial data into clear, strategic guidance

Financial Reporting & Analysis

• Oversee the preparation and review of monthly, quarterly, and annual performance reports, ensuring accuracy and compliance.

• Analyze variances, trends, and key performance indicators to identify risks and opportunities.

• Develop and maintain robust financial models to support business planning and decision-making.

Team Leadership & Development

• Lead, mentor, and develop a team of FP&A professionals, fostering a culture of excellence and continuous learning.

• Set clear goals, provide regular feedback, and support professional growth within the team.

• Lead systems implementation, development and refinement to ensure confidence in analyzing and implementing tactical and strategic strategies.

Process Improvement & Systems Optimization

• Champion the adoption of advanced analytics, automation, and financial systems to enhance reporting and forecasting capabilities.

• Continuously evaluate and improve FP&A processes for efficiency, scalability, and best practices.

Additional Responsibilities

• Represent the finance function in strategic projects, audits, and compliance initiatives.

• Uphold the organization’s commitment to ethical financial management and transparency.

• Perform other duties as assigned to support enterprise objectives.

Knowledge & Skills

Experience
Minimum of 8-10 years in financial planning & analysis, with progressive leadership experience in a corporate finance environment.
Proven track record of driving strategic financial initiatives and partnering with executive leadership.
 

Education
Bachelor’s degree in Finance, Accounting, Business, or related field required; MBA or CPA preferred.

Skills
Exceptional analytical, strategic thinking, and problem-solving abilities.
Advanced proficiency in financial modeling, forecasting, and data visualization tools.
Strong leadership, communication, and influencing skills.
Expertise in ERP and FP&A software (e.g. Workday, Empyrean, Hyperion, Adaptive Insights, SAP).
Ability to manage multiple priorities in a dynamic, fast-paced environment.

Physical Requirement
Must be able to stand all day, walk to greet customer and escort customers to the work area. Employees will only sit during lengthy transactions when the customer is also sitting. Will have limited physical exertion and occasional lifting of up to 10 lbs. and occasionally lift a coin bag up to 30 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Some in local region travel will be required

Regular in-office attendance at the branch location.

Collaborative team environment with a focus on delivering exceptional customer service.
Occasional extended hours or weekend shifts may be required during peak periods or special events.
Some in region travel will be required, self-supplied transportation will be required for the role with mileage reimbursement when traveling beyond normal commute.

Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Ability to stand for long period of time, reach and bend, write notes and information given by a customer, good finger dexterity for using computer terminal and typewriter.

CapFed® is an equal opportunity employer.