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Financial Analysis and Planning Officer

Bishop & Company, Inc.

Honolulu, HI • On-site

$50 - $62/hr

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.


Job description

Financial Analysis and Planning Officer
***Candidates must reside in Oahu and be available to interview immediately***   
Bishop & Company is seeking a Financial Analysis and Planning Officer for an excellent client in downtown Honolulu.  This position is temp-to-hire and available right away.  This position is Monday-Friday 8 am-5 pm, in-office, and no parking is provided.
Primary Accountabilities:
  • Budgeting/Planning and Forecasting
    • Support the annual budgeting process.
    • Lead monthly/quarterly forecasting process that informs quarterly earnings.
    • Participate in month end accounting close to review preliminary results on behalf of LOBs and in context of budget
    • Proactively work with senior management, sales teams and support centers to establish an annual budget and performance measurements at the total bank, LOB levels, and other levels of the organization as requested by management.
  • Financial Analysis and Business Partner Responsibilities 
    • Serve as FP&A Business Partner to assigned lines of business.
    • Analyze trends and conduct root-cause analysis when results diverge from expectations.
    • Analyze and develop financial analysis pro-formas to guide management decisions on whether to pursue branch location lease renewals, purchases, new projects and initiatives.
    • Serve as a champion on profitability and foster a culture where profitability is at the core of analysis and reporting.
  • Data Governance and System Administration
    • Uphold a strong standard for data accuracy and reliability and work with other departments to ensure consistency in framework for reporting.
    • Serve as Administrator for Syntellis Axiom Enterprise Performance Management Software Platform, ensuring all policies and procedures are maintained and up-to-date, loading and validating data imports, table maintenance, and managing security.
  • Leadership
    • Collaborate across all lines of business to drive strategic initiatives, ensuring alignment with organizational goals and financial objectives.
    • Deliver clear, impactful financial reports and presentations, translating performance metrics, cost management strategies, and growth opportunities into actionable insights.
 Minimum Qualifications:
Education:
  • High School Diploma or GED equivalency required.
  • Bachelor's Degree from an accredited 4-year university in finance or Accounting or equivalent experience preferred.
  • Master’s Degree preferred.
Experience:
  • 6+ years of progressive experience in accounting, budgeting, forecasting, management or financial reporting required.
  • Microsoft Power BI and Power Automate preferred to build automated reports, streamline budget data, and create live financial dashboards
License/Certification:
  • CPA or MBA preferred.
Compensation is unique to each candidate and relative to the skills and experience they bring to the position. The salary range for this position is typically $50-$62/Hr. This does not guarantee a specific salary as compensation is based upon multiple factors such as education, experience, certifications, and other requirements, and may fall outside of the above-stated range.
Bishop & Company provides recruiting and placement services for client companies and opportunities for job seekers throughout Hawaii. We charge no fees to candidates and our client services are 100% guaranteed.
Please forward resumes to:
Bishop & Company
Phone: 808-839-2200
Website: http://www.bishopco.net/
Equal Opportunity Employer – Disability and Veteran