Corporate Planning Analyst II
The purpose of the job is to support the corporate planning efforts of the organization including strategic planning, business case analysis, peer group analysis, merger and acquisition analysis, and investor relations activity.
Provide support for the development and implementation of the organization’s corporate finance and strategic planning activities. This will include the responsibility of developing and evaluating plans by business unit in order to ensure growth/profitability and make adjustments as necessary. Assist the Manager of Corporate Finance in the implementation of the corporate merger and acquisition strategy. This will include analyzing data regarding potential acquisition candidates, including financial modeling, revenue/expense analyses, projections, reports, and presentations regarding the impact of a merger/acquisition on the organization. Support and enhance the Investor Relations activities of the organization. Responsibilities may include maintaining investor relations website, drafting financial earnings releases and investor presentations, and analysis of shareholder base. Assist in the creation of strategic-related and financial-related materials and reports to support executive management and the board of director’s decision making processes.
Extensive knowledge of financial models for quantification and development purposes Strong knowledge of financial industry measurements and practices (banking, insurance and investments) Advanced knowledge of problem solving logic Knowledge of economics, banking, finance and financial markets Ability to work with confidential information and maintain confidentiality in all circumstances Exceptional quantitative and qualitative analytical skills Advanced communication skills (written and verbal) Ability to effectively utilize, communicate, and interpret industry terminology in written materials as needed Advanced writing skills Proven ability to use logic and reasoning to identify alternative solutions to complex problems Ability to create professional presentations of financial data gathered Strong Spreadsheet, Presentation, and word processing skills Strong organizational skills as well as the ability to anticipate potential issues and develop corresponding solutions Possess initiative/self-motivation characteristics Proven ability to manage multiple projects simultaneously and to shift priorities of projects quickly Maturity and composure to interact with executives and senior management, as well as board directors Four year college education in a business related field At least 5 years of bank, financial services, or other related corporate work experience, with a strong emphasis in financial analysis 2 or more years of Mergers and Acquisition and/or Investor Relations experience required MBA, CPA, and/or CFA preferred Financial Modeling experience required Equal Opportunity Employer/Females/Minorities/Individuals with Disabilities/Protected Veterans