Financial Analyst – FP&A and Financial Data Analytics

Company Description

For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.

Job Description

We are seeking an analytical and proactive Assistant Manager to join the Finance and FP&A team. This role will support critical forecasting, budgeting, and reporting activities through the use of financial data and analytics tools. The ideal candidate is a self-starter with strong financial acumen, technical skills, and a problem-solving mindset, capable of delivering insights to support business decisions.

Key Responsibilities:

• Forecasting & Budget Support
  Contribute to the development of revenue and expense forecasts as well as the annual budgeting process. Leverage data-driven assumptions and partner with business teams to develop accurate, actionable projections.
• Data Interpretation & Trend Analysis
  Analyze financial and operational data to identify trends, performance drivers, and variances. Translate findings into insights that inform decision-making and drive performance improvement.
• Dashboards & Reporting
  Build and maintain dashboards and reporting tools using platforms such as Power BI, Qlik, or similar. Generate recurring monthly and quarterly financial reports with a focus on accuracy, clarity, and strategic relevance.
• Predictive Modeling
  Support scenario analysis and forecasting accuracy by developing predictive models using Excel, SQL, and Python. Help identify potential risks and opportunities through data-driven simulations.
• Process Improvement & Documentation
  Maintain documentation for analytical workflows and financial reporting processes. Participate in efforts to streamline data extraction, transformation, and reporting activities within FP&A.
• Team Collaboration
  Collaborate with finance colleagues and relevant business partners to align analytics efforts with broader financial goals. Provide analytical support on special projects or ad hoc requests as needed.

#LI-Hybrid

Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related field
• 3–5 years of experience in financial analysis, budgeting, or data analytics
• Strong understanding of:
  • General ledger structures and financial statement relationships
  • Reconciling financial data and identifying key variances
  • Converting complex data into actionable financial insights
• Excellent communication skills to present findings clearly to both technical and non-technical stakeholders
• Strong prioritization and time management skills with the ability to work effectively under tight deadlines
• Demonstrated problem-solving abilities and the initiative to work independently as a self-starter

Technical Skills:

• Required: Advanced Excel, SQL, basic to intermediate Python, Power BI or Qlik
• Preferred: PowerPoint, Oracle EPM or other FP&A platforms, experience supporting reporting systems or participating in system upgrades.

The expected annual salary for this position is between $80,000 - $110,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

Additional Information

The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:

• Those with a known mental or physical disa