Financial Planning & Analysis Analyst

Under the direction of the Segment Finance Officer, this position works closely with assigned business unit managers to forecast and prepare monthly, quarterly and annual financial/management reports. This position also provides support to senior Management Reporting Analysts as necessary in various planning, budgeting and reporting processes, as well as assisting with data pulling and financial analyses as needed. Assigned business units for this position include business units with non-interest income, non-interest expense, and balance sheets. Responsibilities can vary depending on the business unit assigned.
If applicable or appropriate, assists in business unit’s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.