Senior Financial Analyst - FP&A

Overview

This is a hybrid role (Raleigh, NC or Phoenix, AZ), with the expectation that time working will regularly take place inside and outside of a company office.

The Senior Financial Analyst position on the Financial Planning & Analysis team is focused on providing financial support to First Citizens Bank Enterprise Technology and Operations organization (ET&O).

ET&O includes Technology, Operations, Enterprise Digital, Enterprise Data, Enterprise Cybersecurity, and other groups.

The Senior Financial Analyst will partner with leadership on budgeting, forecasting, month end close, allocations and various analysis projects in support of the senior leadership team. The Senior Financial Analyst will recommend improvements to current procedures, plans, and controls to achieve financial objectives, and assists in implementing recommended enhancements.

Responsibilities & Qualifications

• Duties & Responsibilities: Budgeting and Forecasting
• Assist in the preparation of budgets and forecasts, working closely with the Leadership team to gather necessary information. Maintain financial models to support forecasting activities, ensuring they reflect current trends and project impacts. Conduct trend analysis to identify potential risks and opportunities, providing actionable insights to management. Monitor budget performance and provide regular updates to Leadership, highlighting variances and adjustments as needed.
• Reporting
• Produces reports based on data analysis, company trends, and financial processes. Conveys patterns, problems, and areas of improvement. Conducts other internal reporting projects as needed. May develop process enhancements based on reporting.
• Business Support
• Provides advanced support to management, associates, and other key groups via analysis output and financial expertise. Directs information and process updates across systems. Serves as an analytics resource to wider organization or business units, offering guidance and participating in strategic initiatives. May prepare documentation, presentations, or other materials for business purposes.
• Financial Support
• Tracks performance across assigned systems, products, or business units, projects and identifies issues limiting potential gains. Recommends workflow changes to achieve financial goals or minimize financial impact. Assists management in implementing recommended changes, and in ensuring compliance
• Position Specific Skills: Analytical skills - data
• Builds Productive Relationships
• Communication (Written and Verbal)
• Data Financial Reporting
• Profitability Analysis

Qualifications:

• Bachelor's Degree and 6 years of experience in Finance or Analytics
• OR High School Diploma or GED and 10 years of experience in Finance or Analytics

Preferred Qualifications

• 6+ years of FP&A experience, including development and/or direct management of driver-based forecasting and allocations.
• Experience with Hyperion Essbase and advanced Excel skills preferred
• Strong work ethic, ability to work independently with limited management supervision
• Ability to complete assigned responsibilities as a team and engage with business partners with a friendly, service-oriented attitude
• Attention to detail in applying organization’s accounting policies and procedures
• Ability to communicate clearly and work effectively in a complex work environment, including interacting well with increasingly senior partners and a wide variety of groups (financial planning & analysis team, and accounting teams)
• Understanding of project accounting and project financial reporting
• Ability to handle several different responsibilities at the same time without loss of productivity or quality
• Experience supporting enterprise agile teams.
• Certifications: VMO Practioner, Certified Agile Leader 1
• Additional Information
• The base pay for this position is generally between $93,886 and $125,181. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
• Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Responsibilities

• Duties & Responsibilities: Budgeting and Forecasting
• Assist in the preparation of budgets and forecasts, working closely with the Leadership team to gather necessary information. Maintain financial models to support forecasting activities, ensuring they reflect current trends and project impacts. Conduct trend analysis to identify potential risks and opportunities, providing actionable insights to management. Monitor budget performance and provide regular updates to Leadership, highlighting variances and adjustments as needed.
• Reporting
• Produces reports based on data analysis, company trends, and financial processes. Conveys patterns, problems, and areas of improvement. Conducts other internal reporting projects as needed. May develop process enhancements based on reporting.
• Business Support
• Provides advanced support to management, associates, and other key groups via analysis output and financial expertise. Directs information and process updates across systems. Serves as an analytics resource to wider organization or business units, offering guidance and participating in strategic initiatives. May prepare documentation, presentations, or other materials for business purposes.
• Financial Support
• Tracks performance across assigned systems, products, or business units, projects and identifies issues limiting potential gains. Recommends workflow changes to achieve financial goals or minimize financial impact. Assists management in implementing recommended changes, and in ensuring compliance
• Position Specific Skills: Analytical skills - data
• Builds Productive Relationships
• Communication (Written and Verbal)
• Data Financial Reporting
• Profitability Analysis

Qualifications:

• Bachelor's Degree and 6 years of experience in Finance or Analytics
• OR High School Diploma or GED and 10 years of experience in Finance or Analytics

Preferred Qualifications

• 6+ years of FP&A experience, including development and/or direct management of driver-based forecasting and allocations.
• Experience with Hyperion Essbase and advanced Excel skills preferred
• Strong work ethic, ability to work independently with limited management supervision
• Ability to complete assigned responsibilities as a team and engage with business partners with a friendly, service-oriented attitude
• Attention to detail in applying organization’s accounting policies and procedures
• Ability to communicate clearly and work effectively in a complex work environment, including interacting well with increasingly senior partners and a wide variety of groups (financial planning & analysis team, and accounting teams)
• Understanding of project accounting and project financial reporting
• Ability to handle several different responsibilities at the same time without loss of productivity or quality
• Experience supporting enterprise agile teams.
• Certifications: VMO Practioner, Certified Agile Leader 1

Qualifications

• The base pay for this position is generally between $93,886 and $125,181. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
• Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.