VP, Financial Planning and Analysis

Vice President, Director of Financial Planning & Analysis

Summary

The Director of Financial Planning & Analysis (“FP&A Director”) is responsible for providing the annual operating budget, quarterly financial forecasts, financial insights, and analyses to support decision-marking and to drive performance across the Bank, while ensuring compliance and regulatory requirements align with organizational goals. The role is critical in supporting the Executive Leadership Team (“ELT”) and business units to achieve their financial and strategic goals

Responsibilities

Annual Operating Budget :

• Develop a “top-down” financial forecast to be used by ELT and the Board of Directors to use in the Annual Strategic Planning Meeting.
• Coordinate with senior leadership detail information necessary to build a “bottoms-up” Annual Operating Budget, after gaining approval from the Board of Directors the results of the Bank’s Strategic Plan.
• Utilize ALM tools to develop net interest income and funds transfer pricing (“FTP”) information to be used in the Annual Operating Budget.
• Prepare detailed reports, dashboards, and key performance indicators (“KPIs”) to be presented to the Board of Directors and ELT.
• Work with the Accounting Department to ensure appropriate reporting for budget vs. actual results.

Quarterly Financial Forecasts :

Capital Adequacy :

Other Items :

Minimum Qualifications

ADDITIONAL INFORMATION

Reporting Structure : This role reports directly to the Chief Financial Officer

Office Requirements : This role is required to be in the Denver, CO or Midvale, UT office 3-4 days per week

About Fortis Bank

Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at .

At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships.

Every role at Fortis is connected to our company strategy and can drive high impact. Each of our hand-selected and talented team members work closely together to contribute to the heart of our company culture that combines banking expertise and personalized service to create an unparalleled client experience.

We recognize, reward, and develop those individuals who make an outsized impact to our client experience and are committed to driving our business forward.

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