
VP Fp&A (Financial Planning & Analysis)
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Job Description
Be Proud. Be You. Be Independent!
Are you an experienced FP&A with expert knowledge of Financial Modeling, Forecasting Techniques, and Budgeting Processes looking to advance in your career? If so, we need you!
At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.
About the Job:
Join Independent Bank as Vice President, Financial Planning & Analysis. Lead FP&A-oversee financial planning, budgeting, forecasting, and analysis-and partner across business units to translate data into strategic guidance. Deliver clear, data-driven recommendations that enable smarter decisions, optimize performance, and drive business objectives.
Help shape our future and champion our mission: Inspiring financial independence today, with tomorrow in mind!
Why You Should Apply:
- Comprehensive total rewards package.
- A knowledgeable, goal-driven, and exciting team of colleagues.
- Exposure to different areas of banking and the ability to work with leaders within the industry.
- Community-focused events and volunteer opportunities.
What You Will Do:
- Responsible for the buildout, implementation, and ongoing management of the Axiom financial planning software. Oversee system enhancements, maintenance, and user training to ensure optimal utilization and alignment with organizational goals.
- Lead and manage the FP&A team, fostering a culture of collaboration and high performance.
- Direct the annual budgeting process, monthly financial forecasts, and long-term strategic planning.
- Provide timely, actionable financial reporting and analysis to executive leadership and business units.
- Evaluate financial performance, identifying trends, risks, and opportunities while recommending corrective actions.
- Develop financial models to support strategic initiatives, business planning, and scenario analysis.
- Partner with department leaders to prepare, review, and analyze budgets and forecasts.
- Monitor key performance indicators (KPIs) and prepare variance analyses to explain results versus budget and prior periods.
- Work closely with Accounting, Treasury, and other Finance teams to ensure accuracy and alignment of financial data.
- Present financial insights and recommendations to senior management and stakeholders.
- Champion process improvements, automation, and best practices in financial reporting, planning, and analysis.
- Support business case development for new initiatives, investments, and projects.
- Ensure compliance with internal policies, controls, and regulatory requirements.
- Performs other related duties as assigned.
Knowledge, Skills, and Abilities:
- Bachelor's degree in Accounting, Finance, Economics or related field required.
- 8+ years of progressively responsible financial planning and analysis experience, ideally within banking or financial services.
- Experience managing and developing high-performing teams.
- Expert knowledge of financial modeling, forecasting techniques, and budgeting processes.
- Strong business acumen with a strategic mindset and analytical skills.
- Advanced proficiency in Microsoft Excel and financial planning tools; experience with Axiom financial planning software and ERP systems a plus.
- Excellent communication, presentation, and interpersonal skills.
- Proven ability to work cross-functionally and influence stakeholders at all levels.
Be Proud. Be YOU. Be Independent!
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
