Santander Bank, NA Sr. Analyst, Financial Planning & Analysis (Corporate & Investment Banking) in Boston, Massachusetts
Sr. Analyst, Financial Planning & Analysis (Corporate & Investment Banking) - 1901108
The Sr. Analyst, Financial Planning & Analysis Is responsible for following procedures and practices, conducting or assisting in the documentation and research of basic financial analysis projects. S/he assists in the day-to-day preparation of standardized reports for the team.
Analyzes key data during the execution of organizational projects aimed at improving efficiency and/or increase the Company's operating quality standards.
Assists in the day-to-day preparation of financial planning, reporting, analytics, modeling, etc.
Conducts research and analysis to provide management throughout the company with definitive financial data and advice for their use in setting and realizing profit objectives.
Creates presentations, executive summaries and ad-hoc analysis for senior management.
Follows standardized operating procedures and practices, conducts or assists in the documentation of simple financial analysis projects.
Liaisons with other department to access key business activity and information.
Maintains financial statements and prepares special accounting reports for management or for regulatory agencies.
Provides basic budget training and guidance to budget holders for assigned categories.
Recommends and implements enhancements to reporting processes.
Researches and evaluates financial alternatives, possible investments, or acquisition considerations.
Researches material variances and completes monthly management and budget variance reporting for assigned categories.
Supports FP&A team on special projects, analysis, and ad-hoc reporting.
Bachelor's Degree; in Business Administration, Accounting, Economics or equivalent field, or equivalent work experience;
3-5 Years; Financial Planning, Financial Analysis, Budgeting, Or Similar Field
[Skills and Abilities]
Ability to analyze and synthesize data that is visually appealing and effectively tells a clear story.
Ability to focus on details.
Ability to prioritize tasks and projects according to stakeholder and departmental priorities.
Ability to work well with teams as well as independently.
Basic knowledge of financial analysis and budgeting procedures.
Detail oriented with ability to research, organize and analyze financial data.
Excellent communications and organizational skills.
Experience with budgets, planning, and forecasting.
Proficient data entry skills; Microsoft Office (Word, Excel, Access).
Strong interpersonal skills.
Strong quantitative, analytical, critical thinking and problem solving skills.
Strong verbal and written communication skills.
- Minimal physical effort such as sitting, standing, and walking.
Adapts quickly to change and makes suggestions for increasing the effectiveness of change.
Appropriately shifts attention and refocuses on new goals as a result of changes in priorities or competing work demands
Communicates in a timely and straightforward manner.
Probes for additional information, clarifies assumptions and confirms agreed-upon actions.
Keeps everyone involved informed about progress and issues.
Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change Provides assistance and coaches less experienced team members.
Displays initiative, flexibility and focus to get things done
Actively contributes ideas, suggestions, and constructive comments in meetings and discussions.
Executes risk management process and procedures without management direction, and demonstrates awareness of expected results.
Knows the relationship and impact of actions and results.
Has an understanding of regulations impacting area supported.
Identifies the component parts of a complex situation or problem and the relationship among variables that are not obvious.
Probes in-depth to understand the customer’s business needs.
Explores and understands the customer's alternatives and decision criteria.
Stays current with industry and regulatory trends and emerging risk issues.
Has good understanding of current market and competitive landscape that the organization operates within
Job : Financial Planning & Analysis
Primary Location : Massachusetts-Boston-28 State Street - 06560 - 28 State Street
Organization : Chief Financial Officer (8455)
Schedule : Full-time
Job Posting : Mar 4, 2019, 1:49:29 AM
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
Santander Bank, NA
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