About the role

The analyst is responsible for developing financial models, managing budgets, and performing detailed financial analysis to support management decision-making. They also oversee incentive compensation administration and act as a communication liaison between the sales force and firm management.

What they look for

Financial analysis Financial modeling Budgeting Forecasting Management reporting Microsoft Excel Essbase Data analysis Strategic planning Financial reporting Report development Incentive compensation administration Performance analysis Communication Presentation skills

Requirements

Candidates must hold a bachelor's degree in Accounting, Finance, or a related field and possess at least three years of experience in management reporting or financial analysis. Proficiency in Microsoft Office, particularly Excel, is required, with experience in Essbase preferred.

Full description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

At Regions, the Financial Planning and Analysis Analyst is responsible for all areas of financial and management reporting, planning and analysis.

Primary Responsibilities

Develops, updates, and maintains models to budget, forecast, analyze, and report financial data
Develops and performs monthly detailed financial analysis including financial modeling and monitoring business results and impact to bottom line
Defines drivers of budget variances and ensures understanding of key drivers with responsible parties
Consolidates and reports monthly forecasts, annual budgets, and strategic plans, including related summary commentary and analysis
Assists with the provision of timely, accurate, and reliable financial management information and the running and enhancement of reporting systems which facilitate the production of this management information
Completes regular and ad-hoc reporting and business reviews as well as the preparation of key presentations and special projects as required
Presents financial analysis to influence management decisions

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Requirements

Bachelor's degree in Accounting, Finance, or a directly related field
Three (3) years of experience with management reporting or financial analysis

Preferences

Experience with Essbase Financial Reporting tool or similar

Skills and Competencies

Financial analysis and research
Proficient in Microsoft Office Products Suite, particularly Excel
Report development

Additional Responsibilities:

Support accurate and timely administration of incentive compensation plans for financial advisors, licensed branch associates, and sales managers
Research and resolve incentive issues and communicate with associates and managers as necessary
Act as communication liaison between sales force, firm management and various departments within organization
Analyze monthly performance of sales associates and report to appropriate sales management
Other support tasks for Investment Services Finance team

This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations.

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Regions will not sponsor applicants for work visas for this position at this time. Applicants for this position must be currently authorized to work in the United States on a full-time basis.

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$69,442.45 USD50th Percentile:

$88,360.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Location:

Hoover, Alabama

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.