Senior. Associate, Financial Planning & Analysis - NYC or Dallas, TX

Senior. Associate, Financial Planning & Analysis - NYC or Dallas, TX

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!

The Difference You Make:

The Senior Associate, Financial Planning & Analysis is responsible for the creation and ongoing management of FP&A projects, processes, and tools to support the FP&A functionality. S/he coaches, reviews, and delegates work to junior level professionals.

• Manages FP&A projects, processes, and tools to support the FP&A functionality.
• Creates and/or changes processes that will lead to measurable gains in data quality and processing time.
• Assess finance organizational structure and functions, recommends opportunities to optimize and improve the finance functionality within the organization.
• Consults on complex business issues and data design considerations to improve accuracy and efficiency in the reporting processes.
• Delivers guidance to senior level with regard to design queries and report packages using systems and other appropriate tools; resolve data process issues.
• Supports in identifying, interpreting and implementing emerging regulatory requirements relating to capital management, including articulating responses to requests from regulatory bodies in writing.
• Ensures consistency between the capital management framework, the risk appetite, tolerance, and strategic planning processes.
• With input from key business stakeholders, leads periodic gap assessments of current capital management processes against leading and emerging industry practices and changes in regulatory expectations.
• Establishes and implements detailed process documentation and best practices for all data processes and technical solutions.
• Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making.
• Influences others at an operational level regarding new concepts, practices, and approaches.
• Recommends industry and data sources to enhance reporting with benchmarks to support business cases.
• Coaches, reviews, and delegates workload to junior level professionals to help execute the financial management function.
• Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget.
• Manages and is accountable for growth of large accounts.
• Represents organization as the primary contact for specific Financial Planning & Analysis projects and initiatives.
• Acts as a subject matter expert (SME) while providing leadership, guidance and mentorship to other project managers.

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.

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

Work Experience: 9+ Years Accounting/financial analysis and planning experience within the Financial Services/Banking industry - Required.

• Excellent verbal and written communication skills.
• Excellent leadership skills.
• Strong Proficiency in PowerPoint, Excel, Word.
• Strong experience in and knowledge of financial planning and analysis.
• Ability to multi-task and meet strict deadlines.
• Ability to effectively communicate complex financial transactions and strategies.
• Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
• Excellent interpersonal skills with ability to build relationships at all levels of management.
• Detail oriented with the ability to research, organize and analyze financial data.
• Ability to convey a sense of urgency and drive issues/projects to closure.
• Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.
• Ability to prioritize and manage multiple projects simultaneously.
• Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
• Strong financial analysis, modeling, and problem-solving.

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.

$90,000.00 USD$160,000.00 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 TAOps@santander.us to discuss your needs.