Finance Manager, Bank Finance

Responsibilities

Financial Planning & Modeling

• Own and enhance the bank's integrated financial model across the income statement, balance sheet, cash flow, capital, liquidity, and regulatory forecasting.
• Develop long-range forecasts, scenario analyses, and planning assumptions supporting strategic planning and regulatory readiness.
• Evaluate new products, funding strategies, and balance sheet initiatives through financial modeling and scenario analysis.
• Improve model governance, automation, and forecasting accuracy.

Board, ALCO & Executive Reporting

• Support Board and Asset Liability Committee (ALCO) reporting.
• Prepare clear, actionable reporting for executive and governance audiences.

Financial Performance & Analytics

• Monitor financial and operating performance through recurring reporting and variance analysis.
• Identify business drivers, emerging risks, and opportunities, and provide recommendations to leadership.
• Build dashboards and reporting that improve transparency into bank performance, balance sheet trends, capital, and liquidity.

Cross-Functional Partnership

• Partner with Treasury, Risk, Accounting, Product, Capital Markets, and Corporate FP&A.
• Support strategic initiatives, regulatory requests, and cross-functional planning.
• Support capital planning, balance sheet forecasting, and financial stress-testing exercises.
• Evaluate the financial impact of business growth, funding strategies, balance sheet decisions, and changing economic conditions.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field, or equivalent professional experience.
• 7+ years of relevant experience in financial services, corporate finance, treasury finance, capital planning, asset liability management, strategic finance, or FP&A.
• Experience working within a bank, fintech, consumer lender, or other regulated financial institution.
• Strong understanding of bank financial statements, balance sheet management, capital planning, and financial forecasting.
• Advanced proficiency in Excel or Google Sheets, including complex financial modeling.
• Strong analytical and problem-solving skills.
• Clear written and verbal communication skills, including presenting complex financial information to senior audiences.
• Strong organization, ownership, attention to detail, and execution discipline.

Nice-to-Haves

• Experience supporting ALCO, Board reporting, Treasury Finance, capital planning, or bank financial forecasting.
• Experience with integrated bank financial modeling, stress testing, and capital adequacy assessments.
• Familiarity with regulatory capital metrics, including CET1, Tier 1 Capital, Total Capital, leverage ratio, risk-weighted assets, and the Community Bank Leverage Ratio (CBLR).
• Understanding of asset liability management, interest-rate risk, liquidity management, deposit modeling, and funding strategy.
• Experience preparing materials for a bank Board, Board committee, ALCO, or other governance forum.
• Experience with Adaptive Planning, NetSuite, or similar financial planning and accounting systems.
• Proficiency with Looker, Tableau, or Mode.
• Familiarity with SQL or other advanced analytical tools.
• Experience in digital banking, consumer lending, marketplace lending, or a de novo bank environment.

Compensation & Benefits

• Anticipated base salary: $133,400–$184,600, depending on geographic location, skills, experience, and education or training.
• Target bonuses, equity compensation, and generous benefits packages are also provided.