Job Description

Forecast Manager

Financial Planning & Analysis (FP&A) Department drives the Company's annual planning and budgeting cycle and is central to Bank's executive management reporting, financial forecasts, profitability assessment, and incentive plan performance reporting activities. We are currently looking for a strong forecast manager who is responsible for developing, managing, and refining the bank's financial forecasts and performance projections. This role ensures accurate and timely forecasting of revenue, expenses, balance sheet, and key performance indicators to support strategic decision-making, budgeting, and regulatory compliance. The Forecast Manager works closely with business units, treasury, and risk teams to model future financial outcomes and identify trends or risks impacting profitability and growth.

• Lead the development of short-term and long-term financial forecasts, including income statement, balance sheet, and cash flow projections.
• Manage the annual budgeting process and periodic reforecasting cycles.
• Partner with business line leaders to analyze financial performance versus plan, identify variances, and explain key drivers.
• Develop and maintain forecasting models that incorporate changes in market conditions, interest rates, and business strategy.
• Provide insights into net interest margin (NIM), loan and deposit growth trends, and other key banking metrics.
• Support capital planning and liquidity management through scenario and sensitivity analysis.
• Collaborate with risk management to integrate credit risk and macroeconomic assumptions into forecasts.
• Execution of day-to-day financial planning and reporting activities, including, as assigned, executive management reporting, financial budgets & forecasts, profitability assessment, branch and commercial lender performance scorecards, and P&L reforecasting
• Drive research, data mining and model validation efforts pertaining to departmental budgets and profitability application
• Assist in the development and preparation of clear and concise presentation materials for Senior Management
• Review work of other financial analysts and supervise projects assigned to the team, as requested
• Support collection of requested information for auditors and regulators
• May perform other duties as assigned

• Bachelor's Degree in finance or accounting; CPA or MBA preferred
• 5-10years of experience in corporate FP&A and/or strategic planning; direct experience the financial services and banking industry required
• Must have very strong understanding of how bank balance sheet work and understanding of how much individual
• Experience in ALM model and fund transfer pricing model preferred
• Experience with Hyperion planning budgeting system preferred
• Strong analytical and problem solving skills
• Proficient in Excel, financial reporting systems and complex financial modeling
• Excellent interpersonal and communication abilities
• Strong team player and be able to thrive in a collaborative team environment
• Strong sense of ownership and be able to deliver results within tight deadlines
• Demonstrated project management background; trained in process improvement techniques
• Well versed in profitability reporting; knowledgeable of banking products, balance sheet management, FTP, and pricing are big pluses

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

The base pay range for this position is USD $130,000.00/Yr. - USD $170,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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