If you are a Finance Professional, have six plus years of experience in a multibillion-dollar bank handling Budgeting & Forecasting, management reporting, and profitability, this could be an outstanding opportunity for you. Our firm is an affiliate of Management Recruiters International. We specialize in banking 'vertical', primarily working with $0 to $20B banks nationwide. Our focus is placing top performers within Accounting & Finance - primarily CFO's, Chief Accounting Officers, Controllers, Treasurers, Asset & Liability Managers, and Corporate Finance Professionals.
Our client is a multibillion-dollar bank in the North Carolina Market. They have a vision for continued organic growth as well as future targeted M&A that will allow them to continue to expand. Their Management Team is very solid and our firm has a long history with them.They are very well positioned and poised to move things to the next level as other banks hesitate and are now looking to add a key player that will handle budgeting, forecasting, management reporting, profitability, etc.
The essence of the role is multifaceted and over time as the bank grows additional staff will be layered underneath this position.Initially the primary focus is going to be budgeting and forecasting and further enhancing appropriate methodologies.Traditional budget to actual, analytics, reporting, extracting scenarios, dashboarding, etc. is all key in this role. There is a data analytics team that is incredibly helpful so one wouldn't have to get too far into the weeds with SQL, Hyperion, Axiom, but would need to know enough to extract the data you need.
The bank has a high-level iteration of Funds Transfer Pricing (FTP 'light' if you will) which is assigned at the branch level for now.That is something that can be enhanced down the road. Being well versed in bank profitability and drilling down into customer, product, and organizational profitability are things they will be focusing on down the road, so at this point those are more 'nice to have' than 'must have' skill sets.
The nice thing about this role is that you will be enhancing this function as continued infrastructure is built (ie...perhaps other technology solutions.) Peeling this responsibility off the plate of your boss and taking a leadership role in this area and communicating effectively corporate wide is important to be successful in this position. You will be tasked with innovation, communication, and making sure everything aligns with corporate goals and objectives. Of course, like in any Corporate Finance role, effectively building a bridge with all of the various Lines of Business is key. This is a critical job for the bank and upward mobility exists down the road.
We are looking for a bachelor's degree in finance, Accounting, or Economics, six plus years of Banking Experience, and experience with the budgeting, forecasting, and profitability functionality within a bank. Having touched Funds Transfer Pricing (FTP) at your prior bank will be a strong consideration as well. This position requires excellent interpersonal skills, strong presentation skills, and attention to detail. Please inquire today.
*Hybrid Remote within the State of North Carolina does exist for this role with periodic travel to the Corporate Office.
*Per the client only candidates with banking/or bank software consulting backgrounds will be considered.