Director Financial Planning & Analysis
Company: Disability Solutions
Location: Lancaster
Posted on: April 18, 2024
Job Description:
Value PropositionOur values define us and our inspires us to Our
employees are the heart and soul of our company, and every success
we experience begins with them. Together we are committed to making
a positive impact in our We champion a culture of and We promote a
digitally enabled work environment to continuously enhance the
experience of our OverviewThis is a full-time career opportunity
that requires the ability to work onsite in Lancaster, PA four days
per week. Relocation assistance may be available. The primary
responsibility of this position is to direct the financial planning
and analysis (FP&A) for all Fulton Bank lines of business and
support functions. The Director leads a Financial Analysis team
responsible for the development and delivery of prospective
financial analysis models, budgets, forecasts and reporting in
support of strategic business planning and management decisions.
The incumbent in this position is accountable to analyze and report
on the financial performance of their clients, provide value added
ideas, advice and recommendations on financial matters including
future course of action to support strategic decision making and
optimal use of capital.Responsibilities
- Direct and manage FP&A for various lines of business (LOB)
and Shared Services (SS) areas, examine performance, develop and
deliver standard and ad-hoc reporting and forecasting in support of
strategic initiatives, compare budget to actual performance with
detailed analysis for variances and suggestions for profit
improvement.
- Engage segment leadership to gain knowledge and understanding
of strategic goals and objectives, document financial analysis
needs to support planning and decisions, and collaborate to develop
budgets, targets and key performance indicators (KPIs). Help
elevate FP&A to become the go-to source for any and all
financial analysis concerning each LOB / SS area.
- Provide effective challenge to each LOB and SS area served,
with a goal of driving profitability of the unit higher. Question
current processes, how products and services are priced, and help
assess the future trajectory of growth for each LOB segment and
sub-segment.
- Lead and manage the development and delivery of standard and
ad-hoc reporting, forecasts and risks, identify data needs and
gaps, determine reporting content, format and schedules, present
and interpret reporting directly to segment and corporate
leadership as directed.
- Evaluate effectiveness of reporting, solicit feedback, prepare
recommendations and execute process changes, promote a culture of
constant improvement, coordinate internal audit and regulatory
examinations as required.
- Plan, manage and evaluate the work of direct staff and
subordinate managers, establish strategic and operational goals and
objectives, provide coaching and development. This includes
ensuring the team's deliverables are accurate, timely and aligned
with the Bank's goals. Partner with Human Resources to resolve
direct and escalated employment matters.
- Lead the annual budget process as well as the recurring
forecasting process, ensuring effective and efficient
execution.
- Ensure effective and complete leveraging of available
technology.QualificationsEducationBachelor Degree or the equivalent
experience. Specialty: Business, Finance, Economics or other
applicable. (Required)Master Degree or the equivalent experience.
Specialty: Business (MBA), Finance, Economics or other applicable.
(Preferred)Experience10 or more years Corporate Financial Planning
and Analysis or related experience. (Required)5 or more years
management. (Required)10 or more years banking. (Some previous
banking strongly preferred.)CertificationsCertified Public
Accountant (CPA) (Preferred)Knowledge, Skills, and Abilities
- Excellent written and verbal communication skills with the
ability to communicate effectively to all stakeholders
(Required)
- Detailed knowledge of MS Office applications - high end Excel
user (Required)
- Strong Corporate Finance background and skills
(DCF/IRR/NPV/RAROC, etc) and financial acumen (Required)
- Ability to respectfully provide effective challenge;
transformative change mindset; passion for continuous improvement
(Required)
- Strong leadership and analytical skills
- Working knowledge and experience with Workday (Preferred)This
role may perform other job duties as assigned by the manager. Each
employee of the Organization, regardless of position, is
accountable for reading, understanding and acting on the contents
of all Company-assigned and/or job related Compliance Programs,
regulations and policies and procedures, as well as ensure that all
Compliance Training assignments are completed by established due
dates. This includes but is not limited to, understanding and
identifying compliance risks impacting their department(s),
ensuring compliance with applicable laws or regulations, and
escalating compliance risks to the appropriate level of
management.Sponsorship StatementAs a condition of employment,
individuals must be authorized to work in the United States without
sponsorship for a work visa by Fulton Bank currently or in the
future.EEO StatementFulton Bank ("Fulton") is an equal opportunity
employer and is committed to providing equal employment opportunity
for all qualified persons. Fulton will recruit, hire, train and
promote persons in all job titles, and ensure that all other
personnel actions are administered, without regard to race, color,
religion, creed, sexual orientation, national origin, citizenship,
gender, gender identity, age, genetic information, marital status,
disability, covered veteran status, or any other legally protected
status.
Keywords: Disability Solutions, Lancaster , Director Financial Planning & Analysis, Executive , Lancaster, Pennsylvania
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