FP&A Expense Manager
Core
Lead financial planning, forecasting, and expense management for a national branch network of 1,300+ branches and 5,000+ field employees.
Role type
Senior FP&A Expense Manager
Builds
Monthly and quarterly operating expense forecasts, headcount plans, and branch-level productivity metrics linked to financial performance.
Domain
Financial services / Retail banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, variance analysis, headcount planning, Excel, PowerPoint, financial planning systems (Hyperion, Power BI)
Preferred skills
MBA, CPA
Technologies
Hyperion, Power BI, Excel, PowerPoint
Responsibilities
Lead monthly and quarterly operating expense forecasting; Partner with Branch, Operations, HR, and Procurement to model headcount plans; Analyze variances to plan and prior year across key cost drivers; Own development of branch-level productivity metrics; Support strategic initiatives like branch refresh programs; Prepare executive-ready presentations for forecast reviews.
Seniority
Senior, hands-on IC