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Financial Planning & Analysis Analyst

None • Hyannis, MA, US • published 2026-10-07 21:03:27.358761

Description

**Salary Grade:17** **Summary** The FP\&A Analyst supports financial planning, forecasting, reporting, and performance analysis across a multi\-bank holding company. This role helps senior leadership understand financial results, evaluate strategic initiatives, and drive data\-informed decision\-making. **ESSENTIAL JOB FUNCTIONS \& RESPONSIBILITIES:** **Financial Planning \& Forecasting** * Support development of annual budgets and multi\-year financial plans for the holding company and each subsidiary bank. * Build and maintain financial models, including balance sheets, income statements, and capital planning models. * Coordinate data submissions and assumptions from business units and bank subsidiaries. **Financial Performance Analysis** * Analyze consolidated and bank\-level financial results, including NIM, loan and deposit trends, credit quality metrics, non\-interest income, and operating expenses. * Prepare monthly and quarterly variance analyses versus budget, prior year, and forecast. * Identify trends, risks, and opportunities that affect profitability, efficiency, and capital levels. * Track and report key performance indicators (KPIs) such as ROA/ROE, efficiency ratio,...

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