Financial Planning And Analysis Analyst - Wealth Management

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

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At Regions, the Financial Planning and Analysis Analyst is responsible for all areas of financial and management reporting, planning and analysis.

Primary Responsibilities

• Completes regular and ad-hoc reporting and business reviews as well as the preparation of key presentations and special projects as required
• Assists with the provision of timely, accurate, and reliable financial management information and the running and enhancement of reporting systems which facilitate the production of this management information
• Develops, updates, and maintains models to budget, forecast, analyze, and report financial data
• Consolidates and reports monthly forecasts, annual budgets, and strategic plans, including related summary commentary and analysis
• Develops and performs monthly detailed financial analysis including financial modeling and monitoring business results and impact to bottom line
• Presents financial analysis to influence management decisions
• Defines drivers of budget variances and ensures understanding of key drivers with responsible parties

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Requirements

• Bachelor's degree in Accounting, Finance, or a directly related field
• Three (3) years of experience with management reporting or financial analysis

Preferences

• Experience with Essbase Financial Reporting tool or similar

Skills and Competencies

• Proficient in Microsoft Office Products Suite, particularly Excel
• Report development
• Financial analysis and research

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Position Type

Full time

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Associate Volunteer Program
• Employee Assistance Program
• Health Savings Account
• Disability Benefits
• Paid Vacation/Sick Time
• Parental Leave
• Flexible Spending Account
• Medical, Dental and Vision Benefits
• 401K with Company Match
• Life Insurance

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/welcometour/benefits.rf

Location Details

Regions Center - Birmingham

Location:

Birmingham, Alabama

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans