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Full-Time

FP&a Analyst

Confirmed live in the last 24 hours

Lead Bank

Lead Bank

201-500 employees

Full-service banking with tailored financial solutions

Financial Services
Fintech

Compensation Overview

$101.2k - $136.8kAnnually

Mid

New York, NY, USA

Hybrid position requiring in-office presence.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in Finance, Accounting, or a related field
  • 2-4 years of experience in FP&A, with Banking or Fintech experience preferred
  • Experience building and maintaining financial models
  • Skilled at analyzing financial data to identify trends, patterns, and key insights
  • Proficient in Microsoft Excel, with additional skills in FP&A software like Vena preferred
  • Strong attention to detail, judgment, and analytical skills
  • Ability to work independently and collaboratively in a fast-paced environment
Responsibilities
  • Develop and maintain financial models for budgeting, forecasting, and scenario planning
  • Perform variance analysis to identify financial discrepancies and provide insights
  • Ensure data accuracy and completeness through data cleansing and quality assurance procedures
  • Build and prepare reports to communicate financial findings and recommendations
  • Collaborate with cross-functional teams to gather data and support financial planning initiatives
  • Clearly communicate financial data and analysis to stakeholders
  • Document financial models and assumptions to ensure transparency and maintain institutional knowledge
  • Demonstrate a mindset that balances operational excellence and continuous improvement
  • Prepare ad hoc financial reporting and analysis as needed to support decision-making
  • Perform all other duties as assigned

Lead Bank provides banking services that combine expertise, experience, and technology to support businesses in their growth. The bank offers a range of digital banking solutions, including online banking and remote deposit technology, allowing customers to manage their finances conveniently from anywhere. Unlike many traditional banks, Lead Bank focuses on building strong relationships with its clients, ensuring that financial solutions are tailored to meet the specific needs of each business. The goal of Lead Bank is to empower local businesses to thrive, contributing to the overall prosperity of the Kansas City metropolitan area.

Company Stage

N/A

Total Funding

$150M

Headquarters

Kansas City, Missouri

Founded

1928

Simplify Jobs

Simplify's Take

What believers are saying

  • Recognition as Small Business of the Year by Kansas City's Chamber of Commerce underscores Lead Bank's strong community presence and reputation.
  • The hiring of experienced professionals like Kris Dickson as CFO and Mario Urquilla as Community Development Officer indicates a commitment to strong leadership and community engagement.
  • Innovative partnerships, such as with Outdoorsy for RV-focused lending, demonstrate Lead Bank's ability to adapt and offer niche financial products.

What critics are saying

  • Involvement in legal issues, such as the class action over the 'rent-a-bank' payday lending scheme, could damage the bank's reputation and customer trust.
  • The guilty plea of a former executive for evading anti-money laundering rules raises concerns about internal compliance and governance.

What makes Lead Bank unique

  • Lead Bank combines traditional banking with next-generation digital solutions, offering robust online banking and remote deposit technology.
  • The bank's deep-rooted community focus and personalized financial solutions set it apart from larger, impersonal financial institutions.
  • Lead Bank's strategic partnerships, such as with Kclinc and PointChain, enhance its service offerings and community impact.