Staff, Financial Planning & Analysis

Posted:
10/1/2024, 11:38:59 PM

Location(s):
Massachusetts, United States ⋅ Boston, Massachusetts, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Finance & Banking

Workplace Type:
On-site

Staff, Financial Planning & Analysis

Country: United States of America

The Finance organization is responsible for leading and participating in a number of critical functions including: supporting executive management decisions making by analyzing results, assessing strategic alternatives and developing strategic plans; communicating financial results and forecasts with critical stakeholders, including executive management and Board of Directors, shareholders and regulators; managing the Company’s balance sheet, including interest rate and liquidity risks; establishes the Company’s capital policies and prioritizes investments; develops and implements controls to reduce operational risk; developing and maintaining financial data and systems. The Finance organization works across functions and Business lines in the Company, requiring a broad understanding of our business, risk and strategy.

The Staff, Financial Planning & Analysis provides administrative and/or clerical financial support and services (planning, reporting, analytics, modeling, etc.) to the Financial Planning & Analysis team.

Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results. Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management.

Essential Functions/Responsibility Statements:

  • Provides support for the departments internal budgeting, forecasting and monthly reporting processes.

  • Provides financial modeling to drive an understanding of the short and long-term financial implications.

  • Coordinates with different business units to gain and understanding of financial pressures within each department.

  • Assists in the maintenance and improvement of the various financial models.

  • Assists with the development of monthly financial presentations for various departments throughout the company.


Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:
Bachelor's Degree or equivalent work experience: Finance, Accounting, Economics, or equivalent field. Pref

Work Experience:
0+ Years Financial planning, Financial analysis, Budgeting, or similar field Req

Skills and Abilities:

  • Excellent communications and organizational skills.

  • Ability to research, organize and analyze financial data.

  • Proficient data entry skills; Microsoft Office (Word, Excel, Access).

  • Strong verbal and written communication skills.

  • Basic knowledge of financial analysis and budgeting procedures.

  • Ability to work well with teams as well as independently.

  • Strong interpersonal skills.

  • Ability to prioritize tasks and projects according to departmental priorities.


At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum:

$59,400.00 USD

Maximum:

$80,000.00 USD