AVP, Manager, Financial Planning and Analysis
Location: El Monte
Posted on: June 23, 2025
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Job Description:
The AVP, Manager of Financial Planning and Analysis is directly
responsible for financial planning and analysis. Financial planning
and analysis are a set of planning, forecasting, budgeting, and
analytical activities that support the company’s major business
decisions and overall financial health. Manage a team and oversee
the preparation of critical reports, financial models, and
quarterly earnings. DIRECT REPORTS The incumbent has 3 direct
reports. ESSENTIAL FUNCTIONS • Manage and oversee the preparation
of the following reports: • Annual budget and strategic and
business plans. • Quarterly contingency liquidity plan stress test.
• Monthly interest rate risk shock analyses and related periodic
monitoring stress tests. • Monthly Board reports package. • Monthly
internal management reports and financial performance reports. •
Manage financial models and coordinate with Model Risk Management
to validate all financial models. • Undertake projects assigned by
the SVP, Financial Planning and Analysis. • Manage and provide
guidance to the team including writing annual performance
evaluations and providing balanced feedback. Hosts meetings to
support their development and to keep team up to date on new
procedures and strategies. QUALIFICATIONS • Education: College
degree in Accounting and Finance required. CPA preferred. •
Experience: Minimum 5 years of banking and accounting experience
required. Financial planning and analysis experience with banks is
required. Knowledge of asset liability management/interest rate
risk modeling and financial modeling are highly preferrable. Strong
knowledge of bank and business accounting functions, banking laws
and regulations, fiscal and monetary policy, regulatory compliance,
industry standards, practices, and expectations. Knowledge of
general banking operations, products, and services. Knowledge of
applicable regulatory compliance obligations, industry standards,
practices and expectations, and accounting standards. •
Skills/Ability: Self-motivated, disciplined, task focused, with an
ability to effectively structure and present complex topics in an
easy-to-understand executive presentation format. Strong analytical
and managerial skills. Advanced level experience working in
Microsoft Office applications, including Word, Excel, PowerPoint,
Visio, and Access. Strong interpersonal, verbal, and written
communication skills. Demonstrated ability to interact effectively,
internally, and externally, with senior representatives of
organizations, regulators, and vendors.
Keywords: , Altadena , AVP, Manager, Financial Planning and Analysis, Accounting, Auditing , El Monte, California
