VP, Manager - Corporate FP&A and Strategic Finance

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Work Location: Hybrid – NYC Office coming into the office at least 3 days per week with Monday, Tuesday, and Thursday being set office days.

Please note: Candidates who live within a 50-mile radius of an established Customers Bank location will be required to be in office on a hybrid basis at least 3 days per week with Monday, Tuesday, and Thursday being set days.

Salary Range: Between $160,000 - $200,000 is what we expect to pay for this position, based on overall skills and experience.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster.

Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.

On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.

What You’ll Do

Role Summary:

Customers Bank (“Bank”) has an immediate opening for a VP/Manager- Corporate FP&A and Strategic Finance in its Finance Group. The individual will have an opportunity to refine our approach to key stakeholder interactions such as monthly business reviews, board presentations and quarterly/investor financial reporting. The individual will lead the scenario planning (What-If analysis) on the impact of key items (loan growth, deposit rates, deposit betas etc.) on the P&L and capital levels. The individual will support Corporate FP&A and investor relations teams during the quarterly earnings process and aid in preparation of earning calls with investors and analysts. This is a highly strategic role and will report to Head of Corporate FP&A and Strategic Finance. The role is a senior role and will have management of people (analyst/senior analyst in the team). It will have regular interaction with members of Corporate FP&A and Strategic Finance, Treasury and Investor Relations. The successful candidate will have the opportunity for a high degree of autonomy in conducting financial and strategic analysis and driving decision making on key initiatives for the Bank.

Responsibilities

• Participate in the global annual planning process and monthly forecasting process which involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing management presentations.
• Aid in the preparation of strategic plans at business unit and corporate level, new business analysis, and ad hoc analyses in coordination with Investor Relations.
• Help implement the QRM ALM for forecasting.
• Lead the scenario planning (What-If analysis) on the impact of key items (loan growth, deposit rates, deposit betas etc.) on the P&L and capital levels.
• Support Corporate FP&A and Strategic Finance team during the quarterly earnings process.
• Aid in preparation of investor presentation and press release at the end of every quarter.
• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets.
• Refine management financial reporting including KPI dashboards, monthly business reviews, board presentations, investor packages.
• Enhance controls and streamline processes, introducing automation where possible.
• Foster collaborative relationships with business teams, implement new processes and drive continuous improvement through insightful analysis, building accountability and predictability of financial performance.
  
  

What do you need?

• 5+ years of corporate FP&A, investment banking or consulting experience.
• FP&A experience supporting financial services industry a strong plus.
• Demonstrated experience with quantitative and qualitative analysis across financial products, performance analysis, project management of financial planning projects, developing data reporting, and analytics processes for financial services industry. Experience with FP&A systems (QRM and Workday – a big plus).
• Strong analytical, financial modeling and problem-solving skills.
• Demonstrated ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership.
• Experience in managing teams of 2-4 people for Corporate FP&A.
• Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
• Willingness to embrace unstructured environments and problems, and manipulate large data sets.
• Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
• Strong attention to detail.
• The ability to communicate clearly, both verbally and in writing, at all levels within the organization and externally.
• Results focused.
• Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
• Strong interpersonal skills with the ability to work independently and as part of a team.
  
  

Education

• Bachelor’s degree preferably in finance or economics.
• Master’s degree a plus
• Strong academic credentials.
• CFA/CPA a plus
  
  

Technology Skills

• Microsoft Office Suite
  
  

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.

Diversity Statement

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.