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Financial Planning & Analysis Supervisor
About the Role
The Senior Financial Planning & Analysis Supervisor is an integral member of the Accounting and Finance team and is responsible for leading financial analysis and reporting related to loan and deposit portfolios. This role provides advanced analytics and reporting to Senior Management while supervising and reviewing the work of FP&A staff to ensure accuracy, timeliness, and regulatory compliance. The position requires strong loan accounting expertise, advanced Excel skills, and demonstrated leadership capability within a banking environment.
Work Details
Schedule: Monday – Friday
Work Location: Onsite Hybrid Remote
Travel: None
Schedule: Monday – Friday
Work Location: Onsite Hybrid Remote
Travel: None
What You’ll Do:
- Supervise, review, and provide guidance to FP&A analysts responsible for loan and deposit reporting.
- Prepare and oversee Deposit Change, Deposit Trend, and Deposit Ranking reports for Senior Management.
- Prepare and review loan reporting, including Loan Originations, New/Paid‑Off portfolio reports, and production reporting.
- Partner with the CFO, CCO, and management team to develop historical and forward‑looking loan analytics to monitor portfolio performance.
- Oversee loan and deposit commission reporting for accuracy and completeness.
- Prepare and review Call Report support schedules related to Loans, Allowance for Loan Losses
- Prepare and oversee quarterly ALLL analysis support schedules.
- Provide oversight and support for troubled debt restructuring (TDR) analysis and reporting.
- Perform and review OREO accounting and reporting.
- Prepare and review quarterly Regulation F reporting.
- Oversee preparation of daily Loan Product Reports and supporting schedules.
- Provide supervisory oversight for Banktel (A/P System) administrative support.
- Deliver ad‑hoc financial analysis and reporting as requested by management.
- Coach, train, and support team members to ensure consistent quality, regulatory compliance, and professional development.
What We’re Looking For
Required:
- Bachelor’s degree in Finance, Business, or a related field.
- Advanced expertise in Microsoft Excel, including tables, pivot tables, and complex calculations.
- Strong working knowledge of loan accounting and bank financial reporting.
- Knowledge of Accounting Standards Codification (ASC) or Financial Accounting Standards (FAS).
- Demonstrated ability to lead, review, and prioritize work in a deadline‑driven environment.
- Strong analytical, problem‑solving, and decision‑making skills.
- High attention to detail and strong communication skills.
Nice to Have:
- Prior supervisory or lead experience within an FP&A or accounting function.
- Banking or financial institution experience.
- Experience with regulatory reporting and examinations.
Why You’ll Love Working Here:
- Team Culture: Collaborative, professional environment with close interaction with executive leadership
- Growth Opportunities: Leadership exposure, regulatory involvement, and strategic financial analytics
- Benefits or Perks: Competitive compensation and benefits offered by Sunwest Bank
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