FP&A Analyst
Beacon Bank is a financial institution seeking an FP&A Analyst to join their Finance Division. The role focuses on managing the Bank’s financial strategy through budgeting, forecasting, and financial reporting, while partnering with senior leadership to provide strategic insights.
Responsibilities
- Support the development of annual budgets and multi-year financial plans
- Assist in maintaining financial models, including income statement and balance sheet forecasts
- Gather and validate data inputs and assumptions from business units and subsidiary banks
- Update forecast models and support monthly reforecast processes
- Assist in documenting assumptions and ensuring consistency across planning processes
- Assist in analyzing financial results at the consolidated and bank level
- Prepare monthly and quarterly variance analyses vs. budget, forecast, and prior periods
- Support tracking of key performance indicators (KPIs), including ROA, efficiency ratio, and growth metrics
- Identify basic trends and variances and escalate findings to senior team members
- Assist with ad hoc analysis related to financial performance, customer trends, or balance sheet activity
- Support preparation of recurring financial reports for internal management
- Assist in compiling data and ensuring accuracy of financial reporting packages
- Help develop standard reports and dashboards under guidance from senior team members
- Ensure timely and accurate delivery of recurring reports
- Assist in gathering and organizing data for profitability analysis, including: Product performance Customer and segment trends Support analysis related to pricing, margins, and business line performance
- Help maintain and update datasets used in profitability and business analytics
- Maintain and update financial data files, reports, and models
- Assist in improving data quality and consistency across reports
- Support automation and reporting enhancements using Excel and BI tools
- Participate in system implementation or process improvement initiatives as needed
Skills
- Bachelor's degree in Finance, Accounting, Economics, or related field required
- 0–2 years of experience in finance, accounting, banking, or related field
- Basic financial modeling and analytical skills
- Proficiency in Excel (formulas, pivot tables, data organization)
- Familiarity with financial statements (income statement, balance sheet)
- Strong attention to detail and commitment to accuracy
- Effective communication skills and willingness to learn
- Ability to manage multiple tasks and meet deadlines
- Team-oriented mindset with strong organizational skills
- Analytical thinking and problem solving
- Attention to detail and accuracy
- Intellectual curiosity and willingness to learn
- Collaboration and teamwork
- Accountability and reliability
- Cybersecurity awareness to protect the Bank, its systems, and customers
- Internship experience in finance or banking preferred
- Exposure to BI tools (Power BI, Tableau) a plus
Company Overview