ABOUT US

Coastal Community Bank is a leader in banking and Banking as a Service (BaaS) strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving, and constantly improving. We are go-getters, working hard, and playing hard. If you are someone who thrives on innovation, wants to help others succeed, knows how to think freely, and believes that we are all in this together -- you belong here.

OVERVIEW

The Senior Director, Financial Planning & Analysis (FP&A) leads the financial planning, budgeting, forecasting, and performance analysis functions of Coastal. This role plays a pivotal role in driving financial performance, informing executive decision-making, and supporting company-wide growth and profitability initiatives.

RESPONSIBILITIES TO INCLUDE

1. Leading the annual budgeting process, quarterly forecasting cycles, and long-term financial planning efforts, creating cohesive plans that are both achievable and supportive of business strategy.
2. Developing business review packages that clearly articulate variances from plan, highlight key trends, opportunities, and risks, and provide insight into relevant financial drivers, with presentation to senior leadership on recurring monthly basis.
3. Managing internal management reporting across business lines and responsibility centers to produce financial and key metric outlooks for the current period which assist senior management in assessing and addressing business risks and opportunities timely and aligning key performance indicators with financial forecasts and plans.
4. Determining the budgetary impact of initiatives and strategic business decisions and incorporating the impact into future financial forecasts and plans.
5. Directing FP&A team resources including managing expectations at various levels across the organization and partnering with key stakeholders from different business functions and responsibility centers to drive overall business success.
6. Designing and producing regular and ad-hoc financial reports and dashboards to assist with business planning.
7. Supporting revenue enhancement and cost optimization initiatives while maintaining a strong control environment and ensuring compliance with applicable policies and procedures.
8. Driving pricing and margin high performance by analyzing and optimizing the bank's product and service pricing strategies.
9. Driving change and transformation initiatives within the FP&A function and across the organization further leveraging automation and driving efficiency at scale.
10. Supporting the creation of functional financial modeling architecture and strategy needed to provide reporting and insights on an ongoing basis, with a focus on design, functionality, and efficiency.
11. Supporting the implementation and ongoing maintenance of Vena Solutions including report and template development, hierarchy administration, and ongoing continuous improvement.
12. Integrating information from multiple sources (e.g., financial and operational systems) to enable more efficient processes, enhanced analysis, and streamlined reporting.
13. Overseeing the development and ongoing maintenance of effective Internal Controls over Financial Reporting for the FP&A function.
14. Ensuring FP&A policies and procedures are timely updated and reviewed to ensure compliance with regulatory requirements, including consideration of bank size, complexity, and operations.
15. Supporting senior management and others in ad-hoc data requests and other special projects.

QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, or related field. MBA, CFA, or CPA preferred.
• 10+ years of progressive financial planning and analysis experience including 3+ years’ experience in a similar role at a regulated financial institution, preferably a bank with $5B+ of total assets.
• 3-8 years of experience in a senior management, director, or leadership role, leading cross-functional teams and fostering a culture of accountability, innovation, and continuous improvement while delivering on strategic financial objectives.
• Advanced proficiency in financial systems and Microsoft Excel.
• Experience with extracting, analyzing, and merging data from disparate systems and performing complex analysis.
• Experience working with planning and analysis software (e.g., Vena Solutions) is highly preferred.
• Experience working with data visualization and reporting tools (e.g., Power BI) is highly preferred.
• Experience working with core banking systems and ERPs (e.g., NetSuite, Oracle Fusion, or similar platforms) is preferred.

EXPERIENCE

• Proven record of driving scalable processes and procedures in a complex or high-growth environment.
• Demonstrated record of successfully driving change initiatives and fostering a culture of continuous improvement.
• Analytical thinker with the ability to align process improvements with broader organizational strategies.
• Ability to identify issues and collaborate with others to propose and implement solutions that mitigate risk and promote efficiency of process.
• Strong organizational and project management skills.
• Team-player attitude with effective communication skills.
• Process and performance management experience leading and coordinating an experienced team of professionals. Experience with hiring, developing, and supervising staff.
• Exceptional leadership skills with the ability to inspire and motivate teams towards achieving common goals.
• Ability to independently manage high volumes of work and multiple priorities while delivering outcomes in a timely and reliable manner with a high degree of accuracy.

HOW YOU’LL THRIVE AT COASTAL

• Be the Best – Communicate effectively, pay close attention to detail, and prioritize your personal development.
• Be Relentless – Thrive in a purposeful environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference.
• Be Un-Bankey – Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust.
• Embrace Gray Thinking – Use sound judgment while decision-making and problem-solving. Think freely.
• Stay Flexible – Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder.
• Take Care of Each Other – Understand what it means to be a true collaborator and have your teammate's back. Practice self-awareness and build your emotional intelligence.

BEING YOU AT COASTAL

Coastal Community Bank is an equal opportunity employer. We are committed to providing a workplace free from discrimination and harassment. All employment decisions are based on merit, qualifications, and business needs. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable laws.

PHYSICAL DEMANDS

The physical demands outlined below are required to perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may:

• Sit for extended periods of time.
• Stand for extended periods of time.
• Perform repetitive finger, hand, and arm movement.
• Use electronic office equipment such as a computer keyboard, mouse, telephone, etc.
• View and read computer screens for extended periods.
• Occasionally stoop, kneel, crouch, or crawl.
• Occasionally lift or move up to 10 pounds.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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