North AmericaFull TimeFinance
Remotely
excelsqlnetsuitetableaulookeradaptive planningmode
Job Description
📋 Description
- Own and lead the bank's integrated financial model across income statement, balance sheet, cash
- Develop long-range forecasts, scenario analyses, and planning assumptions for strategic planning
- Evaluate new products, funding strategies, and balance sheet initiatives through financial modeling
- Improve model governance, automation, and forecasting accuracy
- Monitor bank financial performance and support ALCO/Board reporting
- Partner with Treasury, Risk, Accounting, Product, and other teams on FP&A initiatives
🎯 Requirements
- Bachelor’s degree in Finance, Economics, Accounting, Business, or related field (or equivalent)
- 7+ years in Financial Services, Corporate Finance, Treasury Finance, or FP&A
- Experience in banking/fintech/regulatory finance environments
- Strong understanding of bank financial statements and capital planning
- Advanced Excel/Google Sheets with complex financial models
- Analytical, with ability to communicate complex financial info to senior leadership
🎁 Benefits
- Competitive compensation and equity
- 401(k) with company match
- ESPP (US only) and comprehensive health benefits
- Wellness, PTO, parental leave, and work-life resources
- Onsite perks at select offices; remote-friendly culture