Sr. Financial Planning Associate

Sr. Financial Planning Associate

Country: United States of America

Your Journey Starts Here:

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

The Senior Financial Planning Associate is responsible for the administration and familiarity of all the various financial applications utilized within the Finance division which are utilized for the tracking, controlling, monitoring, analyzing, and reporting of BPI’s business results. This position is responsible for the maintenance and development of the "Cuadro de Mando" environments for all reporting exercises strategic and budgetary. This position is responsible for all aspects of the ALCO Yield Analysis and Reporting as well as the Introducer Payments Calculation Process. The position works on the ground level of Strategic Projects and Digital and Transformation Initiatives.

The position requires an individual with strong data mining, validation skills, experience in financial accounting and reporting and operational processes of a Banking organization.

The Senior Financial Planning Associate reports directly to the Director of Financial & Commercial Planning.

Position Duties / Responsibilities

• Responsible for the tracking, controlling, monitoring, analyzing, reporting and communication of the consolidated results of BPI. Key players in Strategic Projects and Digitalization & Transformation objectives.

• Responsible for the quarterly Introducer calculation.

• Create efficiencies by further automating accounting processes and financial reporting.
• Carries out projects aimed at automation of financial processes.

• Document processes and train staff in the execution of new process aimed at resolving concerns and improving efficiencies.

• Coordinate technical upgrades of financial accounting applications such as MPC/Hyperion, Procurement Portal, Great Plains, Concur, Banconcile, and Reg Reporter.

• Responsible for the monthly compilation and reporting of BPI ALCO yields, Transfer Pricing, and Presentation.

Other duties as assigned or requested by immediate supervisor

Specialized Knowledge 

• General Banking Accounting, Financial & Regulatory Reporting. Familiarity with GAAP and IFRS standards.

• Demonstrated experience in executing/completing moderately complex accounting/finance projects and analysis.

• Experience in creating new financial processes to streamline operations, resolve concerns and improve efficiency.

• FP&A, Business Analysis and MIS Experience. Strong analytical and problem solving skills aimed at automating and improving efficiencies with Financial controls and reporting.

• Data Mining and Validation Skills.

• Project Management Skills, preferred.

• Model and Non-Model development with particular attention to C-CAR.

Education:

Bachelor’s degree required; Master’s degree preferred or equivalent experience

Business Experience:

7-10 years of relevant experience or demonstrated required level of proficiency  

Supervisory / Management Scope Manage process or technology

Technical Knowledge

• Excellent knowledge of Microsoft Excel, Word & PowerPoint
• Other tools such as: SQL, Access, Hyperion, Visual Basic, Business Intelligence applications, SAP, Oracle, MicroStrategy
• Versatile and polished communication skills, veral and written.
• Sound knowledge of accounting and financial analytical skills; and comprehends Key Financial Ratios; Metrics; Product Yields

Licenses / Certifications:

Depending on the functional area, may have a MBA or CPA. 

Languages:

Spanish, English

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