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Sr. Analyst, Financial Planning & Analysis

Sr. Analyst, Financial Planning & Analysis-1900470


The Sr. Analyst, Financial Planning & Analysis Is responsible for following procedures and practices, conducting or assisting in the documentation and research of basic financial analysis projects. S/he assists in the day-to-day preparation of standardized reports for the team.

  • Analyzes key data during the execution of organizational projects aimed at improving efficiency and/or increase the Company's operating quality standards.,
  • Assists in the day-to-day preparation of financial planning, reporting, analytics, modeling, etc.,
  • Conducts research and analysis to provide management throughout the company with definitive financial data and advice for their use in setting and realizing profit objectives.,
  • Creates presentations, executive summaries and ad-hoc analysis for senior management.,
  • Follows standardized operating procedures and practices, conducts or assists in the documentation of simple financial analysis projects.,
  • Liaisons with other department to access key business activity and information.,
  • Maintains financial statements and prepares special accounting reports for management or for regulatory agencies.,
  • Provides basic budget training and guidance to budget holders for assigned categories.,
  • Recommends and implements enhancements to reporting processes.,
  • Researches and evaluates financial alternatives, possible investments, or acquisition considerations., 
  • Researches material variances and completes monthly management and budget variance reporting for assigned categories.,
  • Supports FP&A team on special projects, analysis, and ad-hoc reporting.

At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We encourage everyone to apply.


  • Bachelor's Degree in Business Administration, Accounting, Economics or equivalent field.,or equivalent work experience;

  • 3-5 years experience in Financial planning, financial analysis, budgeting, or similar field

  • Ability to analyze and synthesize data that is visually appealing and effectively tells a clear story.,
  • Ability to focus on details.,
  • Ability to prioritize tasks and projects according to stakeholder and departmental priorities.,
  • Ability to work well with teams as well as independently.,
  • Basic knowledge of financial analysis and budgeting procedures.,
  • Detail oriented with ability to research, organize and analyze financial data.,
  • Excellent communications and organizational skills.,
  • Experience with budgets, planning, and forecasting,
  • Proficient data entry skills; Microsoft Office (Word, Excel, Access).,
  • Strong interpersonal skills., 
  • Strong quantitative, analytical, critical thinking and problem solving skills.,
  • Strong verbal and written communication skills.

  • Minimal physical effort such as sitting, standing, and walking

  • Adapts quickly to change and makes suggestions for increasing the effectiveness of change
  • Appropriately shifts attention and refocuses on new goals as a result of changes in priorities or competing work demands,
  • Communicates in a timely and straightforward manner
  • Probes for additional information, clarifies assumptions and confirms agreed-upon actions
  • Keeps everyone involved informed about progress and issues,
  • Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change 
  • Provides assistance and coaches less experienced team members,
  • Displays initiative, flexibility and focus to get things done
  • Actively contributes ideas, suggestions, and constructive comments in meetings and discussions,
  • Executes risk management process and procedures without management direction, and demonstrates awareness of expected results
  • Knows the relationship and impact of actions and results
  • Has an understanding of regulations impacting area supported,
  • Identifies the component parts of a complex situation or problem and the relationship among variables that are not obvious,
  • Probes in-depth to understand the customer's business needs
  • Explores and understands the customer's alternatives and decision criteria,
  • Stays current with industry and regulatory trends and emerging risk issues
  • Has good understanding of current market and competitive landscape that the organization operates within


:Financial Planning & Analysis

Primary Location

:Massachusetts-Boston-75 State Street - 06366 - State Street-Corp


:Chief Financial Officer (8455)



Job Posting

:Jan 22, 2019, 4:33:34 PM


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