Senior analyst financial planning

Senior Analyst, Financial Planning & Analysis

Country: United States of America

Your Journey Starts Here:

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

Job Description

The Difference You Make:

The Sr. Analyst, Financial Planning & Analysis is responsible for following procedures and practices, conducting or assisting in the documentation and research of basic financial analysis projects. The incumbent assists in the day-to-day preparation of standardized reports for the team.

• Assists in the day-to-day preparation of financial planning, reporting, analytics, modeling, etc.

+ Creates budgets, forecasts, ad-hoc requests, analysis, and monthly reporting for retail finance support areas

+ Communicates year to date performance and future expense plans to support area business leads

• Follows standardized operating procedures and practices, conducts or assists in the documentation of simple financial analysis projects.

• Analyzes key data during the execution of organizational projects aimed at improving efficiency and/or increase the Company's operating quality standards.

• Conducts research and analysis to provide management throughout the company with definitive financial data and advice for their use in setting and realizing profit objectives.

• Maintains financial statements and prepares special accounting reports for management or for regulatory agencies.

• Researches and evaluates financial alternatives, possible investments, or acquisition considerations.

• Recommends and implements enhancements to reporting processes.

• Researches material variances and completes monthly management and budget variance reporting for assigned categories.

• Provides basic budget training and guidance to budget holders for assigned categories.

• Creates presentations, executive summaries and ad-hoc analysis for senior management.

• Liaisons with other department to access key business activity and information.

• Supports FP&A team on special projects, analysis, and ad-hoc reporting.

What You Bring:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor's Degree or equivalent work experience: Business Administration, Accounting, Economics or equivalent field. - Required.

3+ Years Financial planning, Financial analysis, Budgeting, or similar field - Required.

• Excellent communications and organizational skills.

• Detail oriented with ability to research, organize and analyze financial data.

• Ability to focus on details.

• Proficient data entry skills; Microsoft Office (Word, Excel, Access).

• Strong verbal and written communication skills.

• Basic knowledge of financial analysis and budgeting procedures.

• Ability to work well with teams as well as independently.

• Strong interpersonal skills.

• Ability to prioritize tasks and projects according to stakeholder and departmental priorities.

• Experience with budgets, planning, and forecasting.

• Strong quantitative, analytical, critical thinking and problem solving skills.

• Ability to analyze and synthesize data that is visually appealing and effectively tells a clear story.

Certifications:

No Certifications listed for this job.

It Would Be Nice For You To Have:

Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

What Else You Need To Know :

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum:

$56,250.00 USD

Maximum:

$97,500.00 USD

Link to Santander Benefits:

Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) (

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions :

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next :

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at [email protected] to discuss your needs.

Primary Location: Boston, MA, Boston

Other Locations: Massachusetts-Boston

Organization: Santander Bank N.A.

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO