FP&A Financial Analyst

Job Description

First Merchants Bank is seeking a finance professional to join our team as an FP&A Financial Analyst. The FP&A Analyst will play a critical role in the company’s financial planning and decision-making processes. We are looking for a candidate with proven experience in financial analysis, business planning, and reporting. The ideal candidate will have a strong understanding of accounting principles and a clear understanding of financial statements, with financial story-telling capabilities. This position will be responsible for analyzing and summarizing business segment financial information, including margin analysis, analysis of monthly results, variance and trend analysis and KPI reporting and analysis, as well as budget analysis to support development of annual plan.

This position initially requires on-site training at our Data Center located in Daleville, Indiana and then will accommodate a hybrid schedule with on-site work three (3) days per week at our Daleville Data Center.

Essential Duties and Responsibilities:

Perform monthly analysis of business segment financial information including variance and trending analysis, reporting and analysis of key performance indicators and write financial summaries.

Analyze data to assist business partners utilizing available technology tools, including SQL and Power BI.

Perform analysis of budget information including run rates, one-time adjustments and impacts of initiatives to support the annual planning process.

Support development of line of business and departmental budgets and provide reporting and change tracking to support the annual planning process.

Support preparation of internal reporting including budget and quarterly business review management presentation material.

Fulfill requests to implement and/or enhance business segment reporting and performance metrics.

Prepare and file SEC Section 16 reports for directors and insiders, as well as related annual Federal Reserve reporting, as required.

Provide supporting documentation of Section 16 ownership for annual Proxy.

Assist with incentive plan forecasting and payout calculations as assigned.

Support system administration for budget and financial reporting software as assigned.

Complete periodic attestations and controls as required.

In order to be successful in this position, the following is required:

Bachelor's degree in finance, accounting, or a related field of study.

A minimum of three (3) years of finance, accounting, or related experience.

The following would be a plus:

Experience in Banking or the Financial Services industry

Experience with financial statement analysis

Advanced MS Excel skills

Beginner SQL or Power BI skills

First Merchants offers the following:

Base Pay PLUS Bonuses

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending Accounts

Vacation/Sick Time

Paid Holidays

Paid Parental Leave

Tuition Reimbursement

Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Full-time

Hybrid remote