Finance Innovation & Analytics Manager

The Finance Innovation & Analytics Manager is responsible for identifying, designing, and implementing initiatives that enhance the efficiency, accuracy, and strategic value of the Finance function.  Manages automation of key processes, data analytics, and process transformation efforts across core finance areas including financial reporting, FP&A, accounting, treasury, regulatory reporting, and capital planning. This role bridges Finance, Technology, and Operations to modernize financial processes, improve data capabilities, and support the Bank’s strategic initiatives.   This position plays a key role in modernizing the Finance function into a more automated, data-driven, and forward-looking function, enabling leadership to make faster, data-driven decisions.

Key responsibilities:

• Lead end-to-end redesign and automation of core finance processes (e.g., AP, close, reporting, forecasting), identifying inefficiencies and implementing sustainable improvements.
• Partner with IT, AI, and data teams to improve and maintain finance data architecture, governance, and system integrations; maintain an initiative pipeline (“blueprint”) with clear scope, resourcing, and timelines.
• Evaluate and implement finance-related systems and BI reporting solutions; serve as the Finance lead for upgrades and implementations.
• Evaluate and implement finance-related systems, including forecasting platforms, GL ledgers, Financial Reporting, and BI reporting. Act as Finance lead in system upgrades and implementations.
• Build and enhance modeling, scenario, and stress-analysis capabilities; ensure consistent assumptions across platforms.
• Strengthen profitability reporting (division/customer/product/segment) and deliver insights on revenue, expenses, and key banking metrics.
• Create dashboards and performance metrics in partnership with Business Intelligence; produce executive-ready analyses, graphs, charts, and board/management materials.
• Support the CFO in annual and semi-annual planning cycles, quarterly forecasts, and cross-functional initiatives requiring financial and operational analytics.
• Support the CFO in preparation of periodic management and board review materials, including branch and division profitability analysis.

Education/Experience:

Requirements

1. Bachelor’s Degree in a related field of study such as Accounting, or Finance.
2. 8+ years’ experience in Finance, FP&A or Accounting in a multibillion-dollar bank.

Combination of education and experience will be considered. 

Skills & Competencies

1. Working knowledge of financial and accounting principles.
2. Proven ability to distill complex financial data into clear narratives for management.
3. Must possess experience in establishing, automating or changing processes
4. Experience in project management, data visualization tools and financial modeling systems.
5. Experience with financial systems, data and process automation tools. .
6. Must possess strong analytical, organizational, interpersonal, written and verbal communication skills.
7. Must have leadership abilities to lead projects and manage people indirectly; ability to lead and drive initiatives; ability to manage multiple tasks and projects.
8. Advance proficiency with Microsoft Office (Excel, Word, and PowerPoint).
9. Ability to prioritize projects and efforts according to business need and industry trends.

Preferences

• MBA

Licenses/Certifications

• CPA preferred