Financial Planning and Analysis Manager

About the Role

BankX is seeking a highly motivated and analytical FP&A Manager to join our Finance team. This role is responsible for driving financial planning, forecasting, management reporting, budget governance, and performance management across the organization.

The successful candidate will serve as a trusted business partner to senior management, providing financial insights, supporting strategic decision-making, and ensuring the delivery of accurate, timely, and actionable financial information. The role requires strong financial modeling capabilities, business acumen, stakeholder management skills, and the ability to operate effectively in a fast-paced banking environment.

Key Responsibilities

Financial Planning & Forecasting

• Support the annual budgeting process, periodic forecasts, and long-range financial planning activities.
• Consolidate financial data from various business functions to develop accurate financial projections.
• Monitor key financial assumptions and recommend adjustments based on business performance and market trends.
• Assist in developing financial models to support planning and forecasting activities.

Performance Analysis & Management Reporting

• Prepare monthly, quarterly, and annual financial reports and management dashboards.
• Conduct variance analysis by comparing actual results against budget, forecast, and prior-period performance.
• Analyze financial and operational KPIs to identify trends, risks, and opportunities.
• Provide actionable insights and recommendations to support operational and strategic decision-making.

Business Partnering

• Collaborate with business leaders and functional teams to understand business drivers and financial impacts.
• Support department heads in budget management and cost control initiatives.
• Translate complex financial information into meaningful business insights for non-finance stakeholders.
• Act as a trusted finance partner to facilitate data-driven decision-making.

Process Improvement & Governance

• Enhance financial planning and reporting processes to improve efficiency, accuracy, and transparency.
• Support compliance with internal controls, financial policies, and corporate governance requirements.
• Participate in finance transformation and automation initiatives where applicable.
• Drive process improvements, automation initiatives, and data-driven insights to enhance FP&A efficiency and effectiveness.

Qualifications

• Bachelor's degree or higher in Finance, Accounting, Economics, Engineering or a related field.
• Minimum 5 years of experience in FP&A, Corporate Finance, Finance Business Partnering, Management Reporting, or related finance functions.
• Strong understanding of financial statements, budgeting, forecasting, and management reporting.
• Experience in banking, financial services, fintech, consulting, or regulated industries is preferred.
• Advanced proficiency in Microsoft Excel and PowerPoint; experience with Oracle, SAP, Power BI, AI literacy.
• Strong analytical, problem-solving, and business partnering skills with the ability to translate data into actionable insights.
• Excellent communication and stakeholder management skills, with the ability to work with senior management and cross-functional teams.
• Detail-oriented, self-motivated, and able to manage multiple priorities in a fast-paced environment.