Business Finance Partner

IN0534 Fishers, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0258 Bellevue, PA0736 Administration Center

 

Job Description

As a key member of Business Finance, this role will work closely with Executive Leadership from one of Northwest's Revenue Producing Lines of Business (LOB) to drive growth through business analysis, while providing both financial and decision support. This would include monthly and quarterly business reviews, partnership in creating the annual budget and subsequent forecasts, discussions and explanations regarding budget and forecast variances, profitability reviews, risks & opportunities, KPIs and metrics that matter to the line, business case support and performance against LOB goals. 
 
Essential Functions
•    Create and present material for monthly and quarterly business unit review
•    Work with assigned Line of Business to explain variances to budget/forecast and clarification of profitability reporting
•    Update and maintain Risks & Opportunities to the Budget/Forecast
•    Analyze and/or create where necessary, production and budget metrics impacting the income statement and balance sheet
•    Play a lead role with the creation of the annual budget and subsequent forecasts with your assigned Line of Business, including data gathering and preparation of exhibits for senior leadership
•    Provide ongoing support for assigned Line of Business including Business Case development and post-implementation review
•    Work with Line of Business to create KPIs and Metrics that Matter to the Team
•    Maintain and complete a monthly package for assigned Line of Business
•    Maintain documentation of all processes within the Business Finance team, including the creation of process documentation that may not currently exist
•    Support the development and documentation for line of business strategic plan
•    Work closely with other Business Partners in Finance, HR, etc. as needed
•    Provide guidance for quarterly earnings, analyst calls and Board of Directors meetings
•    Perform ad-hoc analysis, as necessary
 
Additional Essential Functions
•    Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
•    Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
•    Work as part of a team
•    Work with on-site equipment
 
What You Bring to the Team
•    Complete other duties and special projects as requested by management
 
Safety and Health for those without supervisory duties 
•    Abide by the rules of the safety and loss prevention program
•    Perform work tasks in a safe manner
•    Report any and all injuries to supervisor
•    Know what to do in case of an emergency
 
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
Education
Bachelor's Degree    Accounting, Finance or related degree            
 
Work Experience
6 - 8 years    Accounting and Finance related work experience             
6 - 8 years    Banking Experience             
6 - 8 years    Analytics and Reporting             
6 - 8 years    Budgeting and Forecasting           
 
General Employee Knowledge, Skills, and Abilities
•    Ability to establish effective working relationships among team members and participate in solving problems and making decisions 
•    Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written  
•    Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information  
•    Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information  
•    Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas    
 

 

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.