Senior Financial Analyst - FP&A (Hybrid)

First Citizens Bank - Phoenix, AZ

Full-time - Mid Level

Hybrid - Phoenix, AZ

Credit Intermediation and Related Activities

About the position

This is a senior-level analyst position focused on financial reporting and analysis within a business unit. The role involves providing advanced analytic support, recommending improvements to procedures and controls, and generating various financial reports. The analyst will work both inside and outside of the company office in a hybrid capacity, supporting multiple teams with data analysis and financial insights.

Responsibilities

• Source, compile, and interpret data for complex analysis.
• Own the financial model for Deposit Service Charges and refresh it monthly.
• Evaluate financial forecast assumptions based on model performance.
• Ensure compliance with Model Risk Management requirements.
• Prepare capacity analytics for the Solution Sales team using CRM volume data.
• Support various teams with ad-hoc analytics to align with business strategies.
• Produce reports based on data analysis and company trends, identifying areas for improvement.
• Develop and enhance Product P&L and financial performance reporting.
• Conduct month-end close reporting and provide commentary to business and Corporate FP&A teams.
• Present monthly results in Monthly Business Review forums.
• Provide advanced support to management and other key groups through financial expertise.
• Prepare documentation and presentations for business purposes.
• Support new product launches with financial infrastructure development.
• Track performance across assigned systems and recommend workflow changes to achieve financial goals.
• Produce updated financial forecasts for revenues and expenses.
• Engage with Product teams on budget and forecast financial assumptions.
• Assist in onboarding and training new staff and mentor less experienced staff.

Requirements

• Bachelor's Degree and 6 years of experience in Finance or Analytics, or High School Diploma/GED and 10 years of experience in Finance or Analytics.
• 6+ years of experience in finance, including development and/or management of driver-based product P&Ls.
• Advanced Microsoft Excel skills for model development and reporting.
• Data & Analytics skills to query, aggregate, validate, and summarize data accurately.
• Experience with Hyperion Essbase preferred.
• Strong work ethic and ability to work independently with limited supervision.
• Attention to detail in applying accounting policies and procedures.
• Ability to communicate clearly and work effectively in a complex environment.
• Strong organization, written and verbal communication skills.

Nice-to-haves

• Cash Management / Payments product subject matter expertise.
• Working knowledge of PowerPoint and Word.
• Basic understanding of financial statements and accounting procedures.

Benefits

• Comprehensive benefits program for full-time associates (20+ hours).
• Customized offerings designed to support families.
• Access to various health and wellness programs.