Company Profile: ROWLAND, LLC. is excited to partner with a premier commercial bank on a new highly impactful Finance Director opportunity. For nearly a decade, this amazing organization has grown by over 20% YOY, both organically and through aggressive strategic acquisitions. What’s perhaps most impressive is their ability to maintain a welcoming culture, as they’ve built their organization through a very disciplined investment approach and their leadership team by hiring highly accomplished, intelligent, ethical and collaborative professionals that embody true servant leadership.

Job Title: Director, Financial Planning and Analysis

Location: Phoenix, AZ (Relocation package is available for out of state candidates)

Schedule: FT in-office, 1 day/week WFH

Salary: ~$200K base plus 25% bonus & $45K RSU’s and benefits package

Overview:The Director of Financial Planning and Analysis will be the primary finance partner to the Executive Leadership Team. The director will act as a strategic partner overseeing the FP&A process, including the annual budget, monthly forecasting, and ad-hoc management reporting while providing value-added support and analysis to leadership across the organization in the effective data-driven decision making process.

Responsibilities:

• Manage FP&A processes including: annual budgeting, monthly forecasting, month-end management reporting, and strategic planning process.

• Consolidate financial results and projections to understand bank-wide performance drivers; calculate and predict key financial line items and present budget & forecast packages.

• Drive value through in-depth analysis and present findings, conclusions, and recommendations.

• Leverage data and technology resources to aggregate and report financial information related to forecasting, budgeting, and analysis into a cohesive message for executives

• Identify and implement improvements to FP&A infrastructure, policies, and procedures.

• Manage, lead and develop team direct report - Senior Financial Analyst

Requirements:

• Bachelor’s degree required

• MBA or Masters in related business field preferred

• CPA or CFA preferred

• 15+ years of corporate FP&A with F500 bank or related experience in large financial institution

• Prior team leadership and project management experience required

• Expert in funds transfer pricing, margin, and spreads as it relates to bank profitability

• Strong knowledge of banking operations, including deposit operations, loan administration, treasury management, and other commercial banking products and services

• Excellent communication skills with experience presenting to executive leadership team