Associate, Financial Planning & Analysis
Boston, United States of America
Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results. Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management.
Essential Functions/Responsibilities:
Develops, improves, 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.
Support the Commercial Bank's loan portfolio.
Qualifications:
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.
Education:
Bachelor's Degree or equivalent work experience
Work Experience:
5-9 years of experience within Financial Planning and Analysis in the Banking or Financial Services Industry
Skills and Abilities:
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 skillsd.
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.
Diversity & EEO Statements:
At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. 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.
Working Conditions:
Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
This is a hybrid position - 3 days/week in office.
Primary Location: Boston, MA, Boston
Other Locations: Massachusetts-Boston
Organization: Santander Bank N.A.
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.
Salary: $85,500 - $125,000/year
