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The Role
Lead FP&A partner providing budgeting, forecasting, variance analysis, scenario modeling, and business case evaluation. Develop driver-based planning tools, support lines of business with insights, and mentor junior staff while driving continuous improvement in reporting and financial processes.
Summary Generated by Built In
Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on...
The Senior FP&A Analyst provides valuable insights and financial analysis to the lines of business to be used for strategic decision making. Collaborates with the lines of business to drive continuous improvement in reporting, forecasting, planning and financial analysis, and provide support to the lines of business for all financial analysis and planning related activities. Evaluates and analyzes business case requests and provides recommendations on how to proceed. Performs work under minimal supervision. Handles complex issues and problems and refers only the most complex issues to higher-level staff. Possesses comprehensive knowledge of subject matter. Provides leadership, coaching, and/or mentoring to a subordinate group. May act as a lead or first-level supervisor.Schedule: Monday - Friday, 8:00am -4:00pm. This position will be a hybrid model both in person and remote with minimum of onsite expectation of 40% or as needed.
In this position, you will
- Planning & Forecasting: Prepare annual budgets, operating plans, and routine forecasts in consultation with the lines of business. Develop and maintain tools to assist with driver-based planning. Partner with lines of business to prepare long-term financial forecasts to plan ahead for future contract renewals, software replacements, etc.
- Financial Reporting & Analysis: Prepare reporting and analysis of actual performance compared to operating plans for line of business partners. Clearly articulate themes and performance drivers, and review with lines of business to ensure root causes of variances are understood. Make recommendations to enhance business performance and adjust forecasts as necessary.
- Scenario Analysis: Perform sensitivity, scenario, and what-if analysis. Assess financial impact of changes to business operations, new business opportunities, or acquisitions.
- Business Case Review: Prepare the financial analysis of business case requests and ad hoc analyses, to be used for decision making. Prepare and/or review financial analysis to include ROI, NPV, IRR, cost savings, revenue analysis, etc. Partner with lines of business to facilitate business case process.
- Partnership & Collaboration: Serve as the trusted financial partner for lines of business by providing support, analysis, and insights to assist with informed decision making and long-term financial plans.
- Other duties as assigned.
Qualifications:
BS: Finance4 to 6 years’ experience in Finance, Financial Planning & Analysis, or Accounting. | Required Advanced Excel Skills | Required Any equivalent combination of experience and education. | Required Comprehensive knowledge of financial, accounting, and economic principles. Advanced analytical and financial modeling skills. Critical thinking and problem solving skills Strong communication, story-telling, and people skills. | RequiredCertified Corporate Financial Planning & Analysis Professional (FPAC) - N/ASkills Required
- BS in Finance
- 4 to 6 years' experience in Finance, Financial Planning & Analysis, or Accounting
- Advanced Excel skills
- Any equivalent combination of experience and education
- Comprehensive knowledge of financial, accounting, and economic principles
- Advanced analytical and financial modeling skills
- Critical thinking and problem solving skills
- Strong communication, story-telling, and people skills
- Ability to work with minimal supervision and provide leadership, coaching, or mentoring
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The Company
What We Do
PSECU, also known as the Pennsylvania State Employees Credit Union, is a not-for-profit, state-chartered, digital-first credit union headquartered in Harrisburg, Pennsylvania. Founded in 1934, it serves as a full-service financial institution offering products such as savings, checking, and loans. Its mission is to help members and their families achieve a better life through a member-centric, community-focused approach to banking.
