Inwood Bank Jobs (NOW HIRING)

Location Note: Candidates located within commuting distance to Inwood, NY will be given preference.

Responsibilities

· Budgeting & Forecasting: Collaborate with department heads and other finance & accounting team members to develop accurate financial projections and align plans with strategic objectives. Develop annual budgets, periodic reforecasts, and long-range financial plans.

· Financial Analysis & Reporting: Provide financial analysis and insights, including detailed reports on trends, cost control, and operational efficiency. Conduct variance analysis, comparing actual results to budgets and forecasts.

· Strategic Insight: Analyze financial and operational data to identify trends, risks, and opportunities for cost reduction, revenue generation, and efficiency improvements. Communicate key insights and recommendations to senior leadership.

· KPI Reporting: Develop and maintain key performance indicators (KPIs) to track and drive financial and operational performance. Present findings and recommendations to senior leadership.

· Cross-functional Collaboration: Serve as a financial business partner, working closely with other departments (e.g., Operations, Sales, Information Technology, Human Resources) to gather data, build consensus on financial plans, and provide financial expertise.

· Financial Modeling & Analysis: Develop and maintain complex financial models to support decision-making, scenario planning, and evaluate potential investments, mergers, or acquisitions.

· Process Improvement: Drive continuous improvement in financial planning processes, systems, and reporting capabilities, leveraging financial software and tools (e.g., ERP, BI, AI, Microsoft Excel) to enhance efficiency and accuracy.

· Team Collaboration & Leadership: Collaborate with and mentor and develop finance & accounting team members, fostering a culture of continuous learning, accountability, and professional growth. Partner closely with accounting team ensuring seamless alignment with month-end close, data integrity, and compliance with financial accounting standards.

Qualifications and Experience

· Education: Bachelor's degree in Finance, Accounting, Economics, or a related highly analytical field is required. An MBA or professional certification (e.g., CPA, CFA, Certified Corporate FP&A Professional) is highly preferred.

· Experience: A minimum of 5-8 years of progressive experience in financial planning and analysis or a similar analytical role (e.g., investment banking, consulting), with at least 2-3 years in a leadership or supervisory capacity.

· Technical Proficiency: Expert-level financial modeling skills and high proficiency in Microsoft Excel and PowerPoint. Experience with financial planning software (e.g., Anaplan, Hyperion, Adaptive Insights) and ERP systems (e.g., SAP, Oracle, NetSuite) is highly desirable.

· Core Skills: Strong analytical and problem-solving skills, excellent communication and presentation abilities, strategic thinking, attention to detail, and proven leadership skills.