Financial Planning Analyst (HYBRID)

Job description

This role performs intermediate financial analysis and modeling to support business planning, forecasting, and performance management activities. This role applies established financial methodologies to evaluate profitability, identify performance drivers, and support forward ‑ looking decision ‑ making. Job Duties: - Independently perform recurring and ad-hoc profitability analyses for products, members, and segments to identify key financial drivers and trends. - Apply advanced profitability methodologies (e.g., Funds Transfer Pricing and RAROC) to refine analysis assumptions and ensure robust model outputs. - Maintain and update profitability models and tools by refreshing data inputs and assumptions, performing model validations, and implementing moderate enhancements to improve accuracy. - Contribute to forward-looking financial projections and scenario analyses by developing pro forma models and evaluating outcomes in collaboration with senior analysts. - Translate analysis results into clear, concise reports and initial recommendations for management, highlighting key insights to support decision-making. - Collaborate with cross-functional teams (e.g., Treasury, ALM, Data, P...