FINANCIAL PLANNING ANALYST III | COST MANAGEMENT & CONTROL MG
Core
Financial Planning & Analysis (FP&A) role focused on expense budgeting, forecasting, and revenue/expense projections to support executive decision-making.
Role type
Senior Financial Planning Analyst
Builds
Expense budgets, forecasts, and executive decision-support reports
Domain
Banking / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial analysis, budgeting, forecasting, data analysis, process improvement, strategic thinking, problem-solving
Preferred skills
Tableau, English (advanced)
Technologies
Excel, PowerPoint, Tableau
Responsibilities
Develop and monitor the institution's expense budget and forecast; Interact with business units to identify expense reduction opportunities; Create reports for leadership to aid objective decision-making; Identify and propose improvements to processes and systems for efficiency and data reliability.
