Financial Planning Analyst
📋 Role Overview & Responsibilities
JOB SUMMARYThe Financial Planning & Analysis (“FP&A”) Analyst is primarily responsible for budgeting/forecasting and profitability analysis, as well as a diverse array of other functions including interest rate risk, liquidity, stress testing, and capital compliance. This position is for highly motivated and focused individuals who are interested in being part of a fast paced and hardworking team of accounting, finance, banking, and systems professionals and have effective exposure to all major areas of the bank.RESPONSIBILITIESProvides senior management and executives with the analysis and information they need to make major operational financial, and strategic decisionsOperates a key role within the quarterly projection and annual budgeting processPerforms analysis of FNWD stock performance, including comparison to other NASDAQ-traded banks and other relevant banking peers Monthly monitoring and analysis of budget and forecasts for organizational profitabilitySupports monthly and quarterly calculation, projection, analysis, and reporting of interest rate risk, liquidity, and capital position.Supports the funds and liquidity management process by analyzing and providing reporting on competitor interest rates and peer analysis Supports the corporate treasury management process and the Contingency Funding PlanMonthly monitoring and analysis of noninterest income against budget and projections Coordinates timely asset liability modeling validations with external parties and internal auditPerform additional analytics, reporting, or other duties as assigned, commensurate with experience, professional growth, and ability level/performance QUALIFICATIONSBachelor's degree required, and in accounting or finance strongly preferred 2 years of banking experience in a similar or otherwise relevant corporate finance role is requiredExposure to Interest Rate Risk Management and Asset Liability Management preferredFinancial Planning & Analysis-level experience preferredOther certifications, such as Financial Modeling and Valuation Analyst certification preferred or willingness to attainSkilled with Microsoft Excel, PowerPoint, Outlook, and Word, and adaptable to various systems/software currently utilized at the BankHighly organized; ability to manage and prioritize multiple tasks and deadlines simultaneouslyAbility to communicate analysis effectively through verbal and written communicationAbility to be highly accurate while working under tight deadlines
ABOUT USFor over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.
Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.Equal Housing Lender / Member FDIC
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This position is located in Munster, IN with potential relocation and sponsorship assistance depending on candidate qualifications.
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