Senior FP&A Analyst

Posted 7 Days Ago
Be an Early Applicant
Western Springs, IL, USA
In-Office
75K-120K Annually
Senior level
Fintech • Financial Services
The Role
The Senior FP&A Analyst manages interest rate risk modeling, budgeting, rolling forecasts, variance analysis, and monthly management reporting. The role develops dashboards, monitors liquidity and business-line performance, maintains planning and reporting tools, and presents actionable insights to senior management. It requires advanced Excel skills, familiarity with banking systems and reporting tools, and experience in bank or corporate finance.
Summary Generated by Built In

Text "2682" to (309) 322-9911 to apply.

Wage Range: Min: $74,513, Mid: $97,454, Max: $120,394

A Brief Overview

The Senior FP&A Analyst executes interest rate risk, budgeting and forecasting modeling, while supporting management reporting and variance analysis. The role works closely with business line leaders to deliver timely, accurate, and actionable insights that drive performance.

What you will do

  • Manage interest rate risk model and produce reports for interest rate scenarios.
  • Administer planning model and reporting tools to prepare rolling forecast and annual budget.
  • Analyze variances between actual results and budget/forecast; summarize key drivers and present findings to management.
  • Produce and distribute monthly management reporting, including income statement, balance sheet, and key performance metrics.
  • Develop and maintain dashboards to monitor line-of-business performance, including liquidity monitoring and reporting.
  • Respond to ad hoc analytical requests from senior management and business unit leaders.

Other Qualifications/Requirements

  • Familiarity with Asset Liability Model and Planning/Forecasting Model.
  • Familiarity with Jack Henry Silverlake core system.
  • Familiarity with report writing tools such as Cognos or Power BI.
  • Advanced Excel skills such as pivot tables, lookups, complex formulas, and visualizations.
  • Bachelor’s Degree Finance or Accounting and Minimum 5 Years Bank or Corporate Finance Preferred or equivalent combination of education and experience

Who We Are

Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.

Heartland Bank’s mission is to “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.

What We Offer

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.

Physical Demands

  • Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
  • Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
  • Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)

Equal Opportunities and Accommodations Statement

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

Salary Disclaimer

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.

#INDHP123

Skills Required

  • Bachelor's degree in Finance or Accounting
  • Minimum 5 years of bank or corporate finance experience, or equivalent combination of education and experience
  • Familiarity with Asset Liability Model
  • Familiarity with Planning/Forecasting Model
  • Familiarity with Jack Henry SilverLake core system
  • Familiarity with Cognos or Power BI
  • Advanced Microsoft Excel skills, including pivot tables, lookups, complex formulas, and visualizations
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The Company
HQ: Bloomington, IL
711 Employees

What We Do

Heartland Bank and Trust Company is a community bank with total assets of $5 billion. Headquartered in Bloomington, Illinois, the bank has offices throughout Illinois and in eastern Iowa. The bank offers a complete line of financial services to commercial and retail customers and municipal entities. Fast, efficient service is important at Heartland Bank. Management decisions are made locally, meaning we set banking policies and philosophies to suit the needs of the communities we serve. At Heartland Bank, we're proud of the strength of our bank, the capabilities we have, the services we offer, and the people who offer those services to you. When you compare banks in terms of their strength, Heartland Bank stands tall. Get to know us and you'll understand why. Heartland Bank and Trust Company is an Equal Opportunity Employer, including disability/vets. Member FDIC. Equal Housing Lender.

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