Director of Financial Planning & Analysis, Santander

$148.5-210k

Excel

Oracle

Expert level

Miami

Retail and commercial bank

Job no longer available

Retail and commercial bank

1001+ employees

B2CB2BBanking

Job no longer available

$148.5-210k

Excel

Oracle

Expert level

Miami

1001+ employees

B2CB2BBanking

Company mission

To help people and businesses prosper.

Job

Company

Role

Who you are

Bachelor's Degree or equivalent work experience: Business Administration, Finance or Accounting
CPA or CFA license holder preferred
Master's Degree Business Administration, Accounting, Economics, Statistics, or equivalent field preferred
12+ Years Financial Planning, Analysis/Budgeting in the Banking/Financial Services Industry
Ability to prioritize and manage multiple projects simultaneously
Ability to multi-task and meet strict deadlines
Ability to effectively interact with the market, executive management and vendors
Ability to adapt and adjust to multiple demands and competing priorities
Ability to convey a sense of urgency and drive issues/projects to closure
Excellent verbal and written communication skills
Excellent leadership skills
Strong financial analysis, modeling, and problem-solving
Detail oriented with the ability to research, organize and analyze financial data
Intermediate to Advanced in MS Office applications (Excel, Word, Access, PowerPoint)
Prior experience with Oracle product, Vena Solutions and Workiva is preferred
Excellent interpersonal skills with ability to build relationships at all levels of management
Ability to develop moderately complex financial and operational models using spreadsheets and database software
Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills
Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding
Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations

What the job involves

The Director, Financial Planning & Analysis drives improvements in business performance by working with key stakeholders (including senior management) as the subject matter expert in financial analysis, planning, and financial forecasting
The Finance organization is responsible for leading and participating in a number of critical functions including: supporting executive management decisions making by analyzing results, assessing strategic alternatives and developing strategic plans; communicating financial results and forecasts with critical stakeholders, including executive management and Board of Directors, shareholders and regulators; developing and maintaining financial data and systems
The Finance organization works across functions and Business lines in the Company, requiring a broad understanding of our business, risk and strategy
Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes
Conducts financial and economic analysis and forecasting and evaluates alternate financial plans
Prepares, analyzes, interprets financial results across all entities under US GAAP and IFRS
Manages financial planning process working with different stakeholders across the organization
Recommends operational strategies and plans with direct impact on the company's results
Develops and exercises business cases by utilizing/developing financial forecast models, and challenging assumption inputs that will have impact on the achievement of functional results
Conducts financial analysis through primary and secondary researches in order to identify business trends, financial performance and competitors developments
Analyzes and monitors issues that affect profitability, growth and productivity for the different businesses units
Prepares monthly reporting under US GAAP and IFRS to senior leaders on consolidated entity as well as all its reporting segments
Support on Board of Director materials as well all Investor Relations materials
Trains, mentors, and coaches colleagues and subordinates

Our take

Santander serves 14 million UK customers as a retail and commercial bank. Despite a mixed history, including issues with call centre service, mis-selling PPI, and anti-money laundering control failures between 2012 and 2017, Santander continues to thrive by focusing on innovation, digitalisation, and sustainable, responsible growth.

Recently, Santander has enhanced its digital and mobile services to meet the needs of modern banking customers. This includes the My Home Manager app, which provides mortgage customers with a centralised platform for their information, and increased fraud alerts to protect less digitally literate customers as they transition online. These efforts aim to connect physical and digital channels for a seamless customer experience, positioning Santander to better compete against digital banks like Monzo and Starling.

In addition to these digital advancements, Santander has joined forces with Iberpay in Spain to become inaugural participants in the European Payments Council’s One-Leg Out Cross-border Transactions Instant Scheme (OCT Inst). This initiative is set to introduce global instant transfers, further emphasising Santander's commitment to innovation and enhancing its service offerings in the digital banking landscape.