Senior Financial Analyst - FP&A (Hybrid)

First Citizens Bank - Raleigh, NC

Full-time - Mid Level

Hybrid - Raleigh, NC

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, contributing to financial objectives and assisting in implementing enhancements.

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 on data analysis, company trends, and financial processes.
• Develop process enhancements based on reporting needs.
• Generate monthly Product P&L and financial performance reports for specific products.
• Evaluate and develop new P&L views for products lacking reporting.
• Produce month-end close reporting and provide commentary to stakeholders.
• Present monthly results in Monthly Business Review forums.
• Provide advanced support to management and key groups through financial expertise.
• Direct information and process updates across systems.
• Prepare documentation and presentations for business purposes.
• Support new product launches with financial infrastructure.
• Track performance across assigned systems and recommend workflow changes.
• Assist management in implementing changes and ensuring compliance.
• Produce updated financial forecasts for revenues and expenses.
• Engage with Product teams on budget and forecast assumptions.
• Track performance against financial forecasts and provide insights.
• Support GL and financial forecast system conversion efforts.
• Assist with onboarding and training of 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 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 engage with business partners in a service-oriented manner.
• Strong communication skills to interact with senior partners and various groups.
• Strong organization and written/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 variance analysis.

Benefits

• Comprehensive benefits program for full-time associates (20+ hours).
• Customized offerings designed to support families.