Manager, Financial Planning and Analysis

| Boston, MA, USA | Hybrid
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Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
The FP&A Manager should be an entrepreneurial and open-minded individual with a desire to contribute to a fast-paced, growing company. The candidate will report directly to the Treasurer of the bank and be responsible for the day-to-day activities of the finance team.
Responsibilities

  • Manage the Bank's monthly cost accounting program, responsible for updating the model and performing analysis of results.
  • Prepare the annual and 3-year budget, alongside the Bank's CFO and Controller, measuring monthly actual performance against the budget.
  • Lead the Bank's monthly budget plan, coordinating ongoing meetings with other division managers, preparing reports and other deliverables to present results.
  • Produce ad hoc budget, profitability and financial analysis as needed.
  • Oversee the Bank's budget software solution. Serve as the department's expert on the budget software, evaluating processes and recommending changes to increase efficiencies.
  • Assist in the monthly financial reports for senior management, department management, the ALCO committee, and the Board of Directors as needed.
  • Lead efforts to ensure that systems, controls, and infrastructure are in place to support a high growth entity.
  • Drive process improvements that result in cost savings initiatives.
  • This position is highly demanding not only from the Controller, CFO and other senior management expectations, but also from the collaboration and needs of the other division managers.
  • This position provides a great opportunity for immediate, hands on, high-level experience and is ideal for individuals looking to one day lead the finance division of a financial services institution.
  • Conduct performance reviews and provide for the ongoing guidance, training and direction of junior staff.


Requirements

  • The ideal candidate must have 5+ years of banking experience, 5+ years of experience in a finance role, or a combination of both.
  • Bachelor's degree (or equivalent) with a major in accounting, finance, or economics.
  • Master's degree in Finance is a plus.
  • Experience working within cost accounting and/or profitability models.
  • Understanding of budgeting software.
  • Understanding and familiarity with Fiserv is a plus.
  • Other qualifications include strong leadership, interpersonal, organizational, detail-oriented, problem-solving, planning, multi-tasking, verbal and written communication skills.
  • The ideal candidate will be proficient in Microsoft Office with an advanced excel spreadsheet aptitude.


Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
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    • ReactLibraries
    • Apache CamelFrameworks
    • Spring BootFrameworks
    • Angular 2Frameworks
    • MariaDBDatabases
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • SnowflakeDatabases
    • AWS (Amazon Web Services)Services
    • Microsoft AzureServices
    • Google AnalyticsAnalytics
    • TableauAnalytics
    • FigmaDesign
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
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    • ConfluenceManagement
    • Google DocsManagement
    • JIRAManagement
    • Monday.comManagement
    • SmartsheetManagement
    • HootsuiteCMS
    • WordpressCMS
    • DocuSignCRM
    • SurefireCRM
    • Constant ContactEmail
    • iContactEmail
    • Microsoft TeamsCollaboration
    • ZoomCollaboration
    • Monday.comProject Management

An Insider's view of Leader Bank

What’s the vibe like in the office?

The vibe in our office is very collaborative. We have people at all levels in all different departments working side by side, with the leadership team always very accessible. There is a strong sense of pride and dedication as team members roll up their sleeves and focus on delivering the best products and services for our clients.

Kerry

VP Head of Brand Marketing

What does your typical day look like?

A typical day looks like solving real world enterprise problems using various software technologies. Spending most of the time in development, resolving pressing issues and collaborating with coworkers who are very cooperative and supportive. Ready to face challenges every single day for us to deliver the best product to our clients.

Pooja

Senior Software Engineer

How does the company support your career growth?

Leader Bank provides different learning opportunities for all team members including online self-paced courses, live classes, and interactive sessions with senior leaders. In my experience, the leadership team is always looking for new, out of the box ways of doing things and pushes you to take on stretch projects and learn all that you can.

Sandy

AVP Talent Management

What is your vision for the company?

My vision is for Leader Bank to be synonymous with exemplary client services and convenient, straightforward banking and lending. Through constant innovation of our products and services, we will always improve upon our client experience. Leader Bank will be known for delivering for our clients and the communities we serve.

Jay

President

How would you describe the company’s work-life balance?

Leader Bank provides a flexible work environment and values the balance between work and personal life. We are a family owned business and treat our team members like family.

Wes

SVP Chief Talent Officer

What are Leader Bank Perks + Benefits

Leader Bank Benefits Overview

Leader Bank offers an excellent compensation and benefits package including a 401k plan with company match, medical, vision, and dental insurance, and the opportunity to work for a fast growing organization. With emphasis on professional development and career growth, Leader Bank offers a variety of opportunities for training, skills development, cross-functional learning, both formally and self-guided.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
Team based strategic planning
Employee-led culture committees
Hybrid work model
Employee awards
Remote work program
Diversity
Dedicated diversity and inclusion staff
Highly diverse management team
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave
Family medical leave
Company sponsored family events
Vacation + Time Off
Generous PTO
Paid holidays
Paid sick days
Floating holidays
Bereavement leave benefits
Office Perks
Company-sponsored outings
Some meals provided
Fitness stipend
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Online course subscriptions available
Personal development training

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