Finance Business Partner

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!

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Position Overview:
This position works in coordination with the Enterprise Financial Management Team and business unit senior leadership to complete the annual budget, operating reviews, management reporting, profitability analysis, decision support and financial analysis for assigned business units. Provides support to senior leaders to assist with key business decisions. Monitors progress against functional and business unit objectives, and makes recommendations for line of business financial success. Provides guidance and ongoing monitoring of budgeting, forecasting and reporting processes. Utilizes data from internal systems and external sources to consolidate, analyze and interpret various financial results. The incumbent provides guidance on design and enhancements of reports and analysis. Acts as a resource for analyzing and interpreting various budget, financial, and performance data. Participates in the ongoing design of processes to provide exceptional service, as well as accurate and timely financial information.

Essential Functions:

• Assists in the development of the annual operational budget, strategic budget and forecasts in coordination with business units.
• Responds to requests for budget information and analysis.
• Reviews business unit’s strategic priorities and business plan for alignment with budget assumptions.
• Partners with business unit leadership to complete Financial Business Case and ROI analysis on potential business investments, new partnerships, and/or products.
• Gathers and develops financial modeling assumptions.
• Assists with financial analysis and financial modeling in support of operational and strategic plans across assigned business units.
• Analyzes and models team scorecard metrics and incentive plan reports; partners with Human Resources, business unit leadership and reporting specialists to understand financial impact of potential incentive plan changes.
• Guides functional Business Partners to ensure sound financial decisions. Responsible for applicable financial metrics that impact profit & loss, balance sheet, and cash flow performance.
• Accurately analyzes and explains key cost drivers and monthly variances, suggests actions to the business, and manages the regular reporting process.
• Provides insight on business development, spreads, non-interest income and operating expense variances to Business Partners.
• Analyzes profitability results for assigned business units, and provides insight into key drivers and recommendations for profitability enhancements.

Minimum Qualifications & Required Knowledge, Skills and Abilities:

• Bachelor’s degree in business administration, finance, accounting or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Master’s degree preferred.
• 3+ years of progressive financial planning and analysis experience.
• Farm Credit or financial services industry experience preferred.
• Certified Management Accountant (CMA) preferred.
• Knowledge of accounting, finance principles, and technology-related applications, which may include general ledger software, MS Access, Excel, Hyperion and Axiom.
• Understanding of accounting principles and financial statements.
• Listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Proven presentation skills for one-on-one and/or group presentations and the ability to translate highly technical information into non-technical terms.
• Interpersonal, collaboration, communication, problem solving, decision making, analytical, project management, organizational and time management skills.
• Ability to influence and negotiate.
• Flexible and adaptable to changing situations. Can effectively deal with ambiguity, cope with change, shift gears comfortably, and make decisions without have having 100% of the data.
• Problem solving skills and attention to detail.
• Time management, organizational, analytical and problem solving skills.
• Analytical skills with attention to detail.
• Ability to remain objective in balancing business needs and risk.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• High degree of confidentiality.
• Valid driver’s license.