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Associate, Financial Planning & Analysis

Associate, Financial Planning & Analysis

Massachusetts StaffingQuincy, MA, US
7 days ago
Job type
  • Full-time
Job description

Associate, Financial Planning & Analysis

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities.

The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. The incumbent will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures.

  • Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure.
  • Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making.
  • Influences others regarding FP&A process policies, procedures, and practices.
  • Recommends industry and peer data sources to enhance reporting with benchmarks to support business cases.
  • Coaches and reviews the work of lower level professional to help execute the financial management function.
  • Implements solutions to existing problems.
  • Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget.
  • Informs and becomes informed via an exchange of facts, statuses, ideas, and issues.
  • Acts as subject matter expert providing functional and technical guidance to team.
  • Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's Degree or equivalent work experience : Business Administration, Accounting, and / or Economics or equivalent field - Required.
  • Master's Degree : Business Administration, Accounting, and / or Economics - Preferred.
  • 5+ Years Financial Planning and Analysis in the Banking or Financial Services Industry - Required.
  • Excellent verbal and written communication skills.
  • Ability to convey a sense of urgency and drive issues / projects to closure.
  • Ability to prioritize and manage multiple projects simultaneously.
  • Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.
  • Strong financial analysis, modeling, and problem-solving.
  • Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
  • Excellent interpersonal skills with ability to build relationships at all levels of management.
  • Excellent leadership skills.
  • Strong Proficiency in PowerPoint, Excel, Word.
  • Strong experience in and knowledge of financial planning and analysis.
  • Ability to multi-task and meet strict deadlines.
  • Ability to effectively communicate complex financial transactions and strategies.
  • Ability to effectively interact with the market, executive management and vendors.
  • Detail oriented with the ability to research, organize and analyze financial data.
  • The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

    Base Pay Range Minimum : $69,375.00 USD Maximum : $117,500.00 USD

    We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

    At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

    Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and / or furniture may be required.

    If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

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    Financial Planning Associate • Quincy, MA, US

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