Financial Planning & Analysis Manager

Come join a company you can be proud to represent.

The hiring range for this opportunity is $125,000 to $155,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

Purpose of Job

The FP&A Manager is responsible for the Enterprise Performance Management (EPM) system (Axiom) and the financial reporting deliverables it supports. This includes ownership of the annual budget, profitability programs, periodic reforecasting, and management financial performance reporting. The role provides insights into financial results and supports strategic decision-making across the organization.

Supervisory Responsibilities

• Supervises: 2 – 4 employees

Essential Duties

• Lead the annual budget and periodic reforecasting processes, collaborating with department leaders to build and track financial targets.


• Administer the Enterprise Performance Management (EPM) environment, continuously improving system capabilities to maximize efficiency and automation.


• Analyze total bank and business line trends, explaining the “why” behind financial results and identifying areas of opportunity or risk.


• Oversee a team of financial analysts and related deliverables, ensuring high-quality analysis and data integrity.


• Design financial evaluations for new initiatives and track Key Performance Indicators (KPIs) to support strategic growth.


• Develop and maintain complex financial models and scenario analyses.

Compliance Statement

Tri Counties Bank is committed to complying with all federal, state, and banking (including consumer protection) laws and regulations and to maintaining a strong, corporate-wide culture of regulatory compliance. It is the responsibility of every employee to maintain an awareness and understanding of applicable laws, regulations, and internal policies, and to comply fully with them. Managers and supervisors are responsible for fostering an environment that ensures employee accountability for these standards.

Education

• Required: Bachelor’s Degree
  
  
  
  • Field of Study: Finance, Accounting, Economics, or related field
  
  
  
  


• Preferred: Not specified

Licenses & Certifications

• Certification (Preferred): CPA or CFA

Work Experience

• 5 – 8 years: Experience in FP&A, accounting, and/or financial reporting within the banking industry (including credit union experience)

Supervisory/Management Experience

• 1 – 3 years: Prior experience leading the FP&A discipline required; direct management of team members preferred

Skills and Knowledge

• Proven experience in FP&A, financial modeling, and business analysis.


• Proficiency in analytical techniques and tools, including Excel, data visualization (e.g., Power BI), and planning applications.


• Extensive experience in budgeting, forecasting, and performance reporting.


• Advanced communication skills with the ability to present to and influence senior leadership and manage stakeholder expectations.

Disclaimer

The above information is intended to describe the general nature and level of work performed by employees in this classification. It is not intended to be a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Company Profile

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.

Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.

As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.

Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.

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