Financial Planning Assistant Jobs in Utah (NOW HIRING)

Why GM Financial Bank?

GM Financial Bank is a newly formed bank. Team members joining now will play a pivotal role in shaping the bank, which will offer auto finance and deposit products. Joining GM Financial Bank means an opportunity to help build a customer-focused bank from the ground up. 

The VP Financial Planning and Analysis- GM Financial Bank provides direction for several primary areas: Financial Analysis, Financial Analysis and Planning, Cost Analysis and Activity Based Costing. This team member plans, directs and coordinates financial activities, providing accurate and timely financial and related statistical information to effectively maximize company profitability

What makes you an ideal candidate? 

• Advanced knowledge of Activity Based Costing (ABC) and Standard Costing principles.
• Proficiency with financial analysis systems, including Oracle, SAP, PeopleSoft, Hyperion, Cognos, and Everest.
• Advanced expertise in financial modeling and valuation tools, including NPV and IRR.
• Strong understanding of corporate finance and accounting principles.
• Knowledge of auto lending products, including loans, leases, and floorplan financing.
• Skilled in budgeting, forecasting, and trend-based financial planning.
• Experience managing projects and implementing financial strategies and processes.
• Advanced Excel skills, including macros, pivot tables, charting, and data analysis.
• Ability to interpret financial documents and perform complex financial analysis.
• Demonstrated leadership, communication, presentation, and business writing skills, with the ability to collaborate effectively across all management levels.
   

Additional Knowledge and Skills

Working effectively within an AI enabled environment:  

• Ability to use AI tools (e.g., Microsoft Copilot) to support daily work
• Skills in evaluating AI outputs for accuracy, compliance, and bias
• Experience integrating AI into workflows to improve efficiency or insights
• Familiarity with AI assisted research, summarization, and content generation
• Understanding of responsible AI use, including ethics and data protection 

Work Experience & Education

• Greater than 10 years ( advanced degrees and/or certifications may compensate for lesser experience) required
• Bachelor's Degree in Finance, Accounting, Economics or Information Systems (additional business experience may compensate for lack of advanced degrees) required
• Master's Degree Preferred

Working Conditions

What We Offer: Generous benefits package available on day one to include: 401K matching, bonding leave for new parents (12 weeks, 100% paid), training, GM employee auto discount, community service pay and nine company holidays.

Our Culture:Our team members define and shape our culture - an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work - we thrive.

Work Life Balance:Flexible hybrid work environment, 3-days a week in office 

About the role:

This role is responsible for driving financial planning, analysis, and reporting activities by evaluating company performance, identifying trends, and supporting strategic decision-making through forecasting, budgeting, and cost analysis. The position partners closely with business leaders and the parent company's finance team to deliver accurate financial insights, improve operational efficiency, and ensure the achievement of corporate financial goals.

In this role you will:

• Analyze monthly/quarterly/yearly financial results of the total company and communicate important trends and measures
• Develop and maintain short and long term corporate planning models
• Collaborate with parent company financial planning and analysis team to ensure alignment with corporate budgeting and forecasting processes
• Supply business unit owners with tools and metrics to complete segment analysis
• Direct the preparation and distribution of monthly/quarterly/yearly financial statements, ensuring timely and accurate completion of each and that fiscal goals are being met
• Recommends and initiates special projects and service goals and analyzes the financial details of past, present and expected operations in order to identify development opportunities and areas where improvement is needed
• Evaluate and oversee the a Cost Accounting/Analysis function Evaluate and assign activities associated with completion of processes performed in the Company using agreed upon allocation methods
• Gather and analyze activity cost data to identify operational improvement opportunities
• Supply forecast for financial disclosures and management review
• Prepare ad hoc analysis for management