Financial Planning and Analysis Analyst

Job Description

Financial Planning and Analysis Analyst | Regions Bank

The Tone:
This is a full-time, in-person role at Regions Bank, located in Birmingham, Alabama, requiring regular work hours and three or more days in the office. Regions Bank is committed to offering performance-driven individuals a place to build a career, fostering opportunities for growth while focusing on results, quality, strength, and integrity. This Financial Planning and Analysis Analyst position is integral to the organization, taking ownership of all areas of financial and management reporting, planning, and analysis. The role directly supports strategic decision-making by providing timely, accurate, and reliable financial insights, ensuring a clear understanding of the bank’s financial health and trajectory.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Birmingham, Alabama
• Pay: $69442–$88360 yearly
• Mission: Own the comprehensive financial and management reporting, planning, and analysis functions to support business decisions and ensure understanding of financial performance drivers.
• Tech Stack: Essbase Financial Reporting tool, Microsoft Office Products Suite, Excel

What You’ll Actually Do
• Financial Modeling: Develop, update, and maintain robust financial models for budgeting, forecasting, analysis, and comprehensive financial data reporting.
• Performance Analysis: Conduct detailed monthly financial analysis, including advanced financial modeling and ongoing monitoring of business results to understand their impact on the bottom line.
• Variance Explanation: Define and clearly communicate the key drivers of budget variances, ensuring thorough understanding among all responsible parties.
• Reporting & Consolidation: Consolidate and report monthly forecasts, annual budgets, and strategic plans, providing related summary commentary and in-depth analysis.
• Management Presentation: Prepare and present financial analysis, including regular and ad-hoc reports, business reviews, and key presentations, to influence management decisions effectively.

The Must-Haves
• Background: Possess a Bachelor’s degree in Accounting, Finance, or a directly related field to ensure a foundational understanding of financial principles.
• Experience: A minimum of three (3) years of practical experience in either management reporting or financial analysis is required, demonstrating a solid history in financial data interpretation.
• Skills: Strong capabilities in financial analysis and research, proficiency in the Microsoft Office Products Suite (with particular emphasis on Excel for advanced data manipulation), and proven ability in report development are essential for this role.
• Bonus: Prior experience with Essbase Financial Reporting tool or similar platforms is preferred, alongside a background in property investments or specific experience with profitability analysis.