Senior Associate, Financial Planning & Analysis
Boston, United States of America
The Sr. Associate, Financial Planning & Analysis is responsible for the creation and ongoing management of FP&A projects, processes, and tools to support the FP&A functionality. S/he coaches, reviews, and delegates work to junior level professionals.
Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results. Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management.
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Essential Functions/Responsibility Statements:
- Manages FP&A projects, processes, and tools to support the FP&A functionality.
- Creates and/or changes processes that will lead to measurable gains in data quality and processing time.
- Assess finance organizational structure and functions, recommends opportunities to optimize and improve the finance functionality within the organization.
- Consults on complex business issues and data design considerations to improve accuracy and efficiency in the reporting processes.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications:
- Education: Bachelor's Degree or equivalent work experience
- MSA, CPA or CFA is preferred
- Work Experience: 9+ years ; Accounting/financial analysis and planning experience within the Financial Services/Banking industry
Skills and Abilities:
- Excellent verbal and written communication skills.
- Excellent leadership skills.
- Strong Proficiency in PowerPoint, Excel, Word, Oracle, Workiva, PowerBI, Thinkcell.
- Strong experience in and knowledge of financial planning and analysis.
- Ability to multi-task and meet strict deadlines.
- Ability to effectively communicate complex financial transactions and strategies.
- Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
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Masters of Science (MS) English
Primary Location: Miami, FL, Miami FL
Other Locations: Massachusetts-Boston
Organization: Santander Holdings USA, Inc.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Salary: $112,500 - $160,000/year
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO