Lead Financial Planning & Analysis Analyst

Job Details Job Details: Lead FP&A Analyst In this role, you/'ll be a key player in financial planning, forecasting, and analyzing different financial scenarios. You/'ll work closely with both finance and business leaders, acting as a trusted advisor. Your main responsibilities will include: Leading financial projects: You/'ll head up initiatives that involve complex financial analysis, supporting various departments across the company. Complex analysis and modeling: You/'ll be responsible for detailed forecasting and financial modeling. Developing financial strategies: You/'ll contribute new ideas for how we approach financial planning and analysis. Evaluating profitability: You/'ll regularly review how profitable our products and distribution channels are. Sharing your expertise: You/'ll become the go-to person for financial, accounting, and regulatory matters, especially for complex client situations. Creating presentations: You/'ll prepare reports and presentations for senior leaders to keep them informed about our financial performance. Managing costing models: You/'ll take ownership of our company-wide channel and product costing models, ensuring they/'re accurate and continuously improved. You/'ll also help with client and product pricing. Responding to data requests: You/'ll handle requests for internal business data and trends, finding the right information and analyzing it to support our business strategy. Improving financial processes: You/'ll look for ways to make our financial services better for internal teams and implement any necessary changes. Supporting team growth: You/'ll help with the financial development and growth of your team. Special projects: You/'ll also work on various special projects as needed. Who You Are This role is a great fit for someone who : Thinks strategically: You can take financial data and turn it into clear, actionable plans. Communicate well: You/'re skilled at talking with senior leaders and building strong relationships across different departments. Enjoys problem-solving: You like tackling tough challenges and influencing positive outcomes. Leads initiatives: You have a proven history of leading projects that involve many different people and teams. Adapts to change: You thrive in a fast-paced, team-oriented environment and are comfortable navigating changes. Has financial expertise: You have a strong grasp of financial planning, forecasting, and scenario analysis. Values collaboration: You enjoy working with others to drive strategic decisions that benefit both clients and the company. Bonus points if you have: Experience in retail banking or cash and savings. #J-18808-Ljbffr

Created: 2025-09-27