Financial Planning and Analysis Analyst

Amalgamated Bank seeks a Financial Planning and Analysis (FP&A) Analyst. This primarily supports the development of bank-wide budget, forecast and long-range strategic plan.  The analyst will assist with monthly and quarterly financial reporting, financial report construction and maintenance, segment business reviews, and external investor materials.  Partner with the Head of FP&A and the Manager of FP&A to report and inform senior management on strategic business decisions through business and profitability analytics and metrics to support bank-wide strategic decision making and to drive improved financial results.  They will also support a variety of high-level financial projects, creating financial models & identifying/analyzing system improvements.

 By joining our team, you’ll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. 

Key Responsibilities:

1. Prepare complex financial analyses, reports and models for management to support Amalgamated Bank’s initiatives
2. Utilize multiple data sources to create, manage and automate financial reports and other key metric reporting 
3. Supporting the annual budgeting and forecasting process across the firm and at the department level
4. Support developing and/or enhancing business line and product profitability reporting 
5. Assisting in preparation of materials for public earnings reporting, Amalgamated Bank’s Board of Directors, prospective investors, and other external parties
6. Perform ad hoc requests (analysis and reporting) for functional leaders and senior management
7. Perform other duties as directed

Knowledge, Skills and Experience Requirements:

1. Bachelor’s degree or equivalent experience; BS in Finance, Accounting, Economics or related field preferred
2. Strong quantitative skills and analytical rigor
3. High aptitude and enthusiasm for complex problem solving utilizing financial modeling and analysis
4. Advanced proficiency in Microsoft Excel, SQL, Axiom and/or other financial reporting platforms
5. Proficient with MS suite PowerPoint, Excel, Word and prior experience with financial management/budgeting applications
6. Ability to handle multiple projects simultaneously and work well under pressure
7. Excellent interpersonal, verbal, and written communication skills

Our job titles may span more than one career level. The starting base salary for this role is between $75,000.00 – $85,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.