First United Bank and Trust Looking for Financial Planning & Analysis Financial Manager Full Time

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That’s one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our “Get Started” section to take your first step to being a part of First United.

The Position

Job TitleFinancial Planning & Analysis Financial Manager

Job Description

Summary:

The FP&A Financial Manager is responsible for measuring, analysis, monitoring and identification of market and financial risk as it pertains in First United Bank’s business environment through the production of sensitivity, simulation, stress testing, scenario analyses and optimization modelling. Additional focus areas include trend analysis on various scopes, and the measurement and monitoring of concentration risk and capital constraints.

Major Duties and Responsibilities (Essential Functions)

• Responsible for the management and leadership of the FP&A analyst team.
• Identify revenue generating and cost saving opportunities.
• Partner with senior leaders across horizontal business units to identify and build reporting needs.
• Assesses the performance and suitability of models by evaluating their mathematical theory and construct, and analyzing the relevance of assumptions, accuracy of data and calculations.
• Review and analyze financial statements and other business related reports to provide insight to the bank presidents on their performance.
• Review and Analyze upcoming changes in:
  • Market Trends
  • Bank regulations and policies
• Aggregates and analyzes recommendations and results, and identifies trends and risks.

Additional Duties and Responsibilities

• Budgeting and Forecasting for bank and holding company
• Capital Stress Testing for bank and holding company
• Loan Pricing administrator
• Building models and other forecasting tools for use by other employees and departments
• Performs other duties as requested by Executive Management or Supervisor.
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Dresses professionally.
• Recommends to supervisor possible methods to improve department.

Employee Specifications

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 and Work Experience

• Bachelor’s degree in Finance
• +10 years of financial analytics experience in a Financial Institution
• CPA or MBA or CFA Preferred
• 3-5 Years Minimum Management Experience in a Financial Institution

Technical/Functional Competencies

• Advanced Microsoft Excel and Outlook experience
• Financial statement and balance sheet analysis experience
• Familiarity with Jack Henry or similar AS400 software
• Moderate SQL experience
• Moderate SQL analytics software experience, preferably A3
• In-depth knowledge and experience with financial risk modeling practices and concepts required.
• Knowledge of quantitative risk modeling theory and practice, and experience developing models required.
• Demonstrated understanding of Model Risk Regulatory Requirements required, as well as Banking Policies & Standards, and Modeling Process/Business Acumen.
• Proven technical skills and experience using database querying and programming languages, statistical packages, and/or analytical software required.
• Ability to work effectively under deadline pressures, and adjust quickly to changing priorities
• Excellent organizational and time management skills, with the ability to deliver commitments while juggling multiple projects and priorities.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:Durant-Corporate, McKinney

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at for assistance.

First United Bank is an Equal opportunity employer. This company considers candidates regardless of race, age, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.