Financial Planning & Analysis Associate, Santander

$85.5-125k

Mid and Senior level

Miami

Retail and commercial bank

Job no longer available

Retail and commercial bank

1001+ employees

B2CB2BBanking

Job no longer available

$85.5-125k

Mid and Senior 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
CPA, CMA or CFA license is preferred
3+ years ; Financial Planning and Analysis in the Banking or Financial Services Industry
Excellent verbal and written communication skills
Ability to convey a sense of urgency and drive issues/projects to closure
Ability to prioritize and manage multiple projects simultaneously
Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations
Strong financial analysis, modeling, and problem-solving
Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills
Excellent interpersonal skills with ability to build relationships at all levels of management

What the job involves

The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality
S/he will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures
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. Analyzes profit-and-loss income statements and prepares reports on findings
Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure
Enhances the financial understanding of consolidated entity results, products and reporting segments to aid reporting, forecasting and business decision making
Prepares analysis under US GAAP and IFRS

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.