• Business Planning & Analysis Analyst - 90th & Dodge (1477)

    American National Bank-La Vista
    Job Description

    Job Summary

    The Business Planning and Analysis Analyst is responsible for supporting budgets, forecasts, financial reporting, and strategic analysis via cross-functional collaboration.  The BP&A Analyst is an administrator of the budgeting and financial reporting system and is a key communication bridge between front and back office business units, management, and the business performance analysis team.

    Essential Job Duties & Responsibilities

    • Become a proficient for Axiom budgeting and reporting software.
    • Manage the database structure, maintain tables, plan files, reporting, repository, and stay abreast of best practices for system management.
    • Improve quality, accuracy and integrity of information, maintaining a single source of the financial truth.
    • Translate numbers into a business story. Turn data into actionable information. Recommend actions.
    • Support strategic short and long-term business decisions through ST and LT financial forecasting, modeling and analysis (Corporate and Business unit).
    • Improve and develop a culture of accountability and budget management by leading and supporting a company-wide planning and forecasting process that is efficient and effective for all business units and subsidiaries.
    • Analyze and report on business unit financial performance by means of: strategic and direct contribution review, monthly and quarterly forecasting, cost control, project management, target setting, etc. 
    • Identify and monitor key financial drivers; report on business unit performance to stakeholder. Meet regularly with business units and analysis team to identify trends and capitalize on opportunities and to ensure active earnings and profitability management.
    • Design, implement and present financial, budgetary and forecast reports and data outcomes. 
    • Develop deep understanding of industry trends as well as competitive threats and opportunities in the financial services industry.
    • Continue financial and banking education via available training opportunities, internal communication, reading industry resources, and occasional conference attendance.
    • Ensure that project and department milestones and goals are met and adhere to approved budgets.
    • Various projects and duties as assigned, including business plan cost benefit support, project and asset management support, acquisition support, etc. 

    Experience and Education

    • 2-6 years’ experience with budgeting and planning systems, Axiom, Kaufman Hall, SRC or similar Excel/SQL based database systems preferred.
    • Bachelor’s degree in Finance or equivalent work experience preferred.
    • Strong problem solving and critical thinking.
    • Strong communication and relationship skills with track record of presenting complex financial analyses to executives, management and staff clearly and concisely.
    • Advanced skills with Excel, PowerPoint and other analytical, planning or database tools.
    • Strong knowledge of corporate finance concepts and accounting principles and IT systems.
    • Superior process and organizational skills.
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