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Santander Bank, NA Sr. Analyst, Financial Planning & Analysis (Corporate & Investment Banking) in Boston, Massachusetts

Sr. Analyst, Financial Planning & Analysis (Corporate & Investment Banking) - 1901108



[Position Summary]

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.

[Responsibility Statements]

  • 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;

[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.

[Physical Demands]

  • 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