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Tier-1 brand, metro location, and mid-level generalist FP&A role increase applicant competition.
Core FP&A skills transfer across industries, but bank-specific tools and controls increase sensitivity moderately.
Explicit 4+ years plus mandatory Hyperion, Power BI, and advanced Excel raise screening rigor.
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Lead and participate in moderately complex financial research, analysis, reporting, and large scale planning initiatives supporting management decision making.
Develop and implement financial planning strategies, including budgeting, forecasting, variance analysis, and financial reporting improvements.
Manage FP&A activities using tools like Hyperion Essbase and Power BI, deliver financial insights and executive presentations, and identify process improvements including automation.
4+ years of finance experience or equivalent (work experience, training, military experience, education).
Experience with month-end close, financial reporting, and variance analysis.
Proficiency in advanced Microsoft Excel (financial modeling, Pivot Tables, Power Query) and Hyperion Essbase.
Experience in financial forecasting, budgeting, and use of Power BI dashboards.
Experienced in collaborating with finance, business, and technology stakeholders to drive strategic financial decision making.
Skilled in leveraging AI-enabled tools such as Microsoft Copilot to enhance financial analysis and reporting efficiency.
Demonstrated ability to manage moderately complex projects independently, ensuring compliance and internal control standards.