Manager of Financial Planning & Analysis

ApplyJob TypeFull-timeDescriptionDepartment: FinanceReports to: Chief Financial OfficerFLSA: ExemptLast Modified: 4.8.26Position SummaryThe Financial and Regulatory Reporting Manager is responsible for overseeing the Bank’s external financial reporting and all regulatory filings for a ~$3B community banking organization. This role ensures full compliance with U.S. GAAP and bank regulatory requirements while supporting management, auditors, and regulators with accurate, timely, and well-documented financial information. The position requires deep technical knowledge, strong judgment, and the ability to manage increased reporting complexity typical of a mid-size community bank.Essential FunctionsFinancial Reporting & GAAP OversightPrepare, review, and oversee quarterly and annual GAAP financial statements and related disclosures.Ensure proper accounting and reporting for: Investment securities (HTM/AFS/fair value)Deposits, borrowings, and interest rate risk-related itemsDerivatives/ hedgingBigelow Investment Advisors, the Bank’s majority-owned subsidiaryReview complex accounting transactions and provide technical accounting guidance.Help to arrange financial reporting packages for the Board of Directors and executive management.Regulatory ReportingOversee preparation, review, and timely filing of all required regulatory reports, including: FFIEC 051 Call Report FR Y-9SP, Y-6, and related holding company filings (as applicable)Ensure consistency between financial statements, regulatory filings, and internal management reports.Serve as primary point of contact for regulatory reports and filings.Audit & Regulatory Exam ManagementCoordinate and manage external financial statement audits.Prepare audit schedules, technical memos, and supporting documentation.Support regulatory examinations and respond to examiner requests related to financial and regulatory reporting.Partner with internal stakeholders to remediate findings and strengthen controls.Internal Controls, Compliance and Process ImprovementMaintain and enhance internal controls over financial reporting (ICFR) and regulatory reporting.Ensure strong documentation, governance, and review processes appropriate for a ~$3B institution.Monitor and implement new accounting and regulatory guidance impacting the Bank.Lead implementation of new reporting requirements or accounting standards.Identify opportunities to improve efficiency, accuracy, and automation in reporting processes.Support core system upgrades, reporting tool implementations, and data governance initiatives.Maintain detailed reporting procedures and controls documentation.OtherAttend and record minutes for the Bank’s Asset/ Liability Management Committee (ALCO) and Pricing Committees.Assist in development of the Bank’s asset/liability (ALM) model; report results of back-testing Manage scenarios and report results of Liquidity Stress TestingQualificationsEducation & CertificationBachelor’s degree in Accounting or Finance requiredCPA strongly preferredExperience6 or more years of progressive accounting or financial reporting experienceDirect experience in a ~$1B–$5B banking institution strongly preferredExtensive hands-on experience with Call Reports and FR Y-9 filingsProven experience managing external audits and regulatory examsAbility to work extended hours during quarter-end, year-end, audit, and filing deadlinesTechnical SkillsStrong knowledge of U.S. GAAP and bank regulatory reporting requirementsExperience with core banking systems and regulatory reporting softwareAdvanced Excel and financial analysis skillsCore CompetenciesExceptional attention to detail and analytical judgmentStrong deadline and project management skillsAbility to interpret complex regulatory guidance and apply it practicallyProfessional communication skills with auditors, regulators, and executives