Financial Planning and Analysis Analyst

Why Broadway Bank:
We are one of the largest independently owned banks in
Texas with offerings in personal and private banking, wealth management,
business banking and mortgage lending.

Position Overview:

The Financial
Planning and Analysis Analyst acts as a strategic business partner, leveraging
advanced technical and business knowledge to gather complex business analytics,
develop actionable insights, and influence strategic decisions. This role
coordinates financial processes for the line of business, including the annual
budget, monthly financial forecast, and long-term strategic planning.
Additionally, it involves developing business plans, making presentations, and
communicating with various levels of leadership. The analyst works with LOB/Operational
leaders across a matrixed organizational structure to develop or update
dashboards, scorecards, key performance indicators, and profitability reports,
creating workflow solutions to disseminate financial and business information.
This role also serves as a primary coordinator for financial reporting
applications of the company’s data warehouse.

Essential Functions:

• Act as a liaison between finance and lines of business, collaborating with business leaders to translate business needs into actionable information and analytics.
• Coordinate the annual budget, monthly financial forecasts, long-term financial planning, and other financial/business processes for assigned areas of responsibility.
• Provide analysis of key performance indicators, dashboards, scorecards, and profitability to LOB and Operational leaders.
• Maintain management reporting information in financial systems, ensuring data integrity for areas of responsibility.
• Serve as the key contact for business leaders regarding comprehensive knowledge of existing systems, processes, and business strategies.
• Proactively gather complex business requirements, define business problems, identify data requirements, and produce actionable reports and analysis.
• Share insights and observable conclusions about profitability and strategies to enhance it.
• Support a positive change culture, encouraging innovation and continuous improvement.
• Develop innovative approaches to identifying and addressing business opportunities.
• Lead the analysis and development or update of dashboards, scorecards, key performance indicators, and profitability reports.
• Create appropriate workflow solutions to disseminate financial and business information.
• Coordinate financial reporting applications of the company’s data warehouse.
• This position may require travel within the Bank’s geographic area.

experience & education:

• Minimum of 5+ years in a professional specialty, preferably in advanced analytics, financial reporting, or management.
• Demonstrates adaptability and advanced knowledge of data reporting/analysis tools and techniques.
• Experienced in influencing business strategies and developing innovative solutions.
• Four-year college degree, preferably in finance or accounting, or equivalent experience.
• Advanced credentials are a plus.
  

Skills & Qualifications:

• Effective communication skills, capable of presenting complex information clearly and concisely.
• Strong cultural and emotional intelligence, with the ability to work effectively in diverse environments.
• Business acumen, understanding the financial implications of business decisions.
• Advanced proficiency in data reporting/analysis tools and techniques.
• Strong problem-solving skills, with the ability to define business problems and develop actionable solutions.
• Experience in developing and maintaining dashboards, scorecards, and key performance indicators.
• Ability to influence and drive strategic business decisions.
• Strong organizational and project management skills.

Other Requirements:

• Demonstrates a proactive approach to identifying business opportunities and driving change.
• Strong leadership skills, with the ability to lead cross-functional teams and projects.
• Ability to work in a matrixed organizational structure, collaborating with various levels of leadership.
• Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
• Occasional overtime or extended hours may be required.

We’re a culture that offers resources to benefit your
overall health and well-being:

• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Retirement matching
• Tuition reimbursement

This job description is not
designed to be a comprehensive listing of duties, responsibilities, or
activities that are required for this job. Duties, responsibilities, and
activities may change at any time with or without notice.
Broadway Bank
is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and
tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants
will receive consideration for employment without regard to race, color, sex,
sexual orientation, gender identity, religion, national origin, disability,
veteran status, or other legally protected status.
Member FDIC