Lead budgeting, forecasting, and profitability analysis for business lines. Build advanced financial models, prepare board and executive reporting, develop KPIs, present results to senior leaders, and support M&A due diligence and post-close analytics.
JOB SUMMARY:
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Financial Planning and Analysis manager’s main role is to translate financial data and results into performance metrics and actionable items to assist the Bank with achieving its overall financial goals. The FP&A manager will play key roles in the Bank’s annual budget process, forecasting process and line of business profitability analysis.
Primary Objectives:
- Support Director of Financial Planning and Analysis
- Provides in-depth Line of Business budgeting and monthly forecasting support, establishing timelines for completion and presenting results regularly to executive management
- The key driver in the annual budget, quarterly forecast and the three-year strategic planning process
- Develops complex financial models to direct future business ventures, new products, strategies and marketing campaigns
- Review reports on historical and future trends in performance and returns to determine appropriate paths for financial development
- Prepares accurate board and management reporting, company metrics and competitive benchmarking
- Develops profitability metrics and KPIs to provide a benchmark for a future line of business growth
- Meeting and presenting financial results to senior leaders on a monthly, quarterly and annual basis
- Support the Bank’s M&A activity, including due diligence, forecasting and post-close analytics
Position Requirements:
- To perform this job successfully; an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Education and /or Experience
- 5 years of related experience with financial institutions in Finance/Accounting required, FP&A specific experience preferred
- MBA or Master’s Degree in Finance or Accounting strongly preferred
- Strong understanding of bank FTP, capital and cost allocation methodologies
- Advanced financial modeling experience required
- Advanced Excel and PowerPoint skills required
- Experience with Axiom Financial Reporting preferred
- Ability to extract and analyze data from various sources required
- SQL and Microsoft Excel Power Query preferred
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Similar Jobs
Security • Software • Cybersecurity • Infrastructure as a Service (IaaS)
Own and maintain corporate financial models, lead forecasting, budgeting and variance analysis, and track core SaaS KPIs (ARR, NRR, churn, LTV, CAC). Produce executive and board reporting, support commissions planning and reconciliations, partner cross-functionally to optimize hiring and spending, and drive process improvements to scale the business.
Top Skills:
Ai ToolsBill.ComExcelQuickbooksRampRipplingSalesforce
Artificial Intelligence • Software
Lead FP&A activities including annual and rolling forecasts, budgeting, variance analysis, program-level financial reporting, and building scalable models and dashboards. Partner with business leaders, operations, GTM, accounting and legal to translate strategy and customer commitments into financial plans, revenue commitments, and program performance metrics while strengthening FP&A controls and automation in a high-growth environment.
Top Skills:
ExcelNetSuitePigmentPower BI
Fintech • Payments • Security • Software • Financial Services
Partner with Sales, Credit Risk, Legal, Product, and Capital Markets to model and price credit deals, build life-of-loan portfolio and vintage models, stress-test revenue-share and capital scenarios, support sponsor bank and capital provider pitches, lead deal reviews, and develop AI-enabled tools and dashboards to scale credit deal modeling and decisioning.
Top Skills:
Ai AgentsCustom GptsExcelGoogle WorkspacePrompt EngineeringSnowflakeSQL
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
