Financial Planning Analyst

This is a CONTRACT position in banking

This role will partner with Finance and business leaders to deliver meaningful financial insights, support strategic decision-making, and improve financial performance. The ideal candidate will have prior banking FP&A experience, advanced Excel skills, strong analytical abilities, and experience with financial modeling, budgeting, forecasting, and financial reporting.

This is a temp-to-perm opportunity with the potential for long-term employment.

Essential Responsibilities

• Prepare and maintain annual budgets, rolling forecasts, and financial projections.
• Perform profitability analysis and provide financial insights to support strategic business decisions.
• Analyze financial results, identify trends, variances, and key performance drivers.
• Develop financial models to support forecasting and business planning.
• Prepare monthly, quarterly, and ad hoc financial reports for senior management.
• Partner with business units to monitor financial performance and recommend improvements.
• Work with General Ledger (GL) data, cost center reporting, and financial planning systems.
• Support month-end and year-end financial reporting processes.
• Utilize advanced Microsoft Excel for financial modeling, reporting, and data analysis.
• Assist with Business Intelligence (BI) reporting and analytics initiatives.
• Ensure accuracy, integrity, and consistency of financial data.
• Participate in special financial analysis projects and process improvement initiatives.

Job Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field required.
• MBA preferred.
• Minimum 3 years of FP&A, financial analysis, or banking finance experience within a bank.
• Banking experience is required.
• Proven experience with budgeting, forecasting, financial reporting, and profitability analysis.
• Advanced Microsoft Excel skills, including financial modeling and data analysis.
• Experience working with General Ledger (GL) systems, cost centers, and financial planning tools.
• Experience with Business Intelligence (BI) platforms is a plus.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and cross-functional collaboration skills.
• Bilingual English/Spanish required.