New

Lead Financial Planning Analyst (onsite/hybrid)

AgriBank, FCB
flexible benefit account, paid time off, sick time, tuition reimbursement, 401(k)
United States, Minnesota, St. Paul
Jan 23, 2025
Lead Financial Planning Analyst (onsite/hybrid) Position Overview As a key member of the Controllers team, you will be part of AgriBank's mission to support the people who feed the world. The Lead Financial Analyst leads and engages in AgriBank's planning processes, including budget planning and forecasting. This position also focuses on forward-looking financial strategies, scenario planning, and aligning the company's resources with its strategic objectives. Job Functions* Financial Planning Preparation Develops and maintains detailed financial models to support budgeting, forecasting and long-term planning Analyzes financial data and performance metrics to identify trends, variances and risks Improves planning processes, as needed, to provide effective financial planning and forecasting Reviews and analyzes actuals compared to budget and forecasts Leads planning meetings related to budgeting and forecasting Reviews reports for accuracy and improves reporting as needed Researches, documents and communicates variances to management Responds to questions regarding planning, reporting or data needs from management Reviews business planning calculations and adjusts assumptions based on guidance Reviews changes to planning model made by financial analysts, service provider or consultants Assists and reviews reports prepared by financial analysts related to planning Assists and reviews data gathered by financial analysts Coordinates forecasting processes with management Identifies and communicates planning trends to management Financial Planning and Decision Support Partners with cross-functional teams to identify new initiatives and quantify the financial impact Leads scenario analysis to assess potential financial outcomes and risks Collaborates with department leaders to align the budget with organizational strategy Communicates and facilitates budgeting process Review or prepares draft and final budgets Responds to management questions regarding the budget Forecasting and Reporting Designs, implements and refines forecasting models to predict revenue, expenses and cash flow Conducts trend analyses and leverages historical data to forecast financial outcomes under various scenarios Develops rolling forecasts to provide continuous visibility into financial performance Presents forecast updates and scenario analyses to senior leadership, offering clear insights and recommendations Financial Analyst Leadership Mentors, coaches and trains financial analysts Reviews work product and provides feedback and guidance This job description is subject to change without notice. Education and Experience* Bachelor's degree in accounting, finance or a related field 5 years public accounting experience or 8 years related experience Or an equivalent combination of education and experience sufficient to perform the essential functions of the job Knowledge Advanced knowledge of internal controls Advanced knowledge of Generally Accepted Accounting Principles (GAAP) Advanced knowledge of financial reporting standards and processes Advanced knowledge of accounting including general ledger entries, accounts payable, accounts receivable, fixed assets Advanced knowledge of budgeting and forecasting concepts Intermediate knowledge of Farm Credit Association (FCA) reporting regulations and requirements Basic knowledge of project coordination principles and practices Skills Advanced proficiency in office software Microsoft Office Suite Advanced proficiency in general ledger systems Advanced proficiency in enterprise performance management systems (e.g., EPM) Basic proficiency in reconciliation systems Physical Requirements Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times The AgriBank Advantage You are the key differentiator in the marketplace and ultimately the most important factor in helping us fulfill our mission to support those who feed the world. We are committed to providing you with a competitive compensation and benefits package - your total rewards for making significant contributions to our business and making a difference on behalf of those we serve. The typical base range for this role is between $95,000 - $147,000. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. The position is eligible for a discretionary annual incentive program driven by organization and individual performance. Benefits AgriBank benefits provide safety, security, and peace of mind for you and your family. Through comprehensive Total Rewards, access to financial tools and support, and personal services, our benefits demonstrate that employees' health and financial well-being are of primary importance. Wherever you are on life's continuum or what life transition you experience, our benefits support your health care needs and guide you along the path to retirement. Collaboration and Staying Connected Beautiful office overlooking many of St. Paul's landmarks, with exceptional space to collaborate with your colleagues and friends Monthly employee activities to keep groups connected and have fun! Annual Employee Appreciation activities Multiple recognition programs to celebrate each other's success Work and Life Paid time off Company holidays Floating holidays Sick time Right Work/Right Place hybrid work program Dress for Your Day flexible wardrobe policy Generous company match on employee donations Growth and Development Employee and leader career development toolkits Tuition reimbursement Internal and external resources and opportunities to grow personally and professionally Health, Wellness and Investment/Retirement Health care plan alternatives to fit your lifestyle, including: Health Savings Account (HSA) and Flexible Spending Account (FSA) Dental Vision Wellness reimbursement Investment and retirement planning Saving today for tomorrow is one of the smartest moves you can make. That's why AgriBank offers you a generous, competitive and flexible 401(k) plan for your financial well-being: Fixed Employer Contribution = 3 percent PLUS, Employer Matching Contribution = $1 for $1 match (vested fully after 4 years) on the first 6 percent of eligible compensation you save Life and disability insurance plans for eligible team members and their families Free exercise facility onsite for all employees Parking and transportation discounts Generous employee referral incentive Join the dedicated professionals at AgriBank and put your skills to work ensuring farmers and rural communities have the innovative financial solutions they need to feed our neighbors and the world. AgriBank will not sponsor a work visa (e.g., H1B, etc.) to fill this position. Applicants requiring a reasonable accommodation for any part of the application process may contact us through the following methods: Phone: 651-282-8787 or Mail: AgriBank, Attn: Talent Recruiting, 30 E 7th Street, Suite 1600, St. Paul, MN 55101. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. AgriBank FCB is an Equal Opportunity Employer (M/W/D/V) dedicated to diversity in the workplace and offers a great work environment. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, religion, national origin, handicapped status, veteran status, public assistance status or other condition or status prohibited by law.