FP&A Manager

At Pitney Bowes we do the right thing the right way. As a member of our team you can too.

We have amazing people who are the driving force the inspiration and foundation of our company. Our thriving culture can be broken down into four components: Client. Team. Win. Innovate.

We actively look for prospects who:
Are passionate about client success.
Enjoy collaborating with others.
Strive to exceed expectations.
Move boldly in the quest for superior and best in market solutions.

Job Description:

The Manager FP&A will play a critical role in advancing the financial strategy and operational performance of Pitney Bowes Bank. Reporting directly to the Director of FP&A this leader will drive core financial planning cycles deliver high-impact analytics and maintain financial rigor across forecasting budgeting reporting and bank balance sheet support.

This role is ideal for a highly analytical finance professional who thrives in a dynamic financial services environment and is ready to operate at the intersection of commercial lending treasury strategy and corporate finance. You will work closely with cross-functional leadersincluding Treasury Capital Markets Lending and Strategic Financeto support decision-making across the ILC investment portfolio liabilities and emerging origination strategies.

Key Responsibilities

Financial Planning Forecasting & Reporting

• Lead the development consolidation and delivery of quarterly forecasts annual budgets and long-range planning models.
• Prepare and own management reporting packages financial dashboards and KPI tracking for GFS leadership.
• Ensure the accuracy quality and timeliness of all financial outputssupporting a rigorous data-driven planning process.
• Maintain and enhance driver-based financial models that connect market conditions product performance and business strategy.

Strategic Analysis & Decision Support

• Conduct in-depth financial analyses that evaluate profitability growth opportunities risk-adjusted returns pricing scenarios and balance sheet impacts.
• Transform complex financial data into clear recommendations for senior leadership.
• Support the Director of FP&A in the creation of Board and executive committee materials (ALCO Pricing Bank Loan Committee).
• Analyze macroeconomic and commercial lending trends to inform product and balance sheet strategies.

Bank Balance Sheet & Treasury Support

• Partner with Treasury and the Director of FP&A to evaluate funding costs liquidity deposit strategies and capital deployment decisions.
• Provide analytical support for balance sheet optimizationspanning asset composition liability management and return profiles.
• Monitor interest rate trends market benchmarks and risk factors that affect bank performance.

Process Tools & Operational Excellence

• Improve and streamline FP&A processes to enhance forecasting speed accuracy and insight.
• Implement automation data enhancements and best practices in reporting and analytics.
• Manage financial systems data sources and reporting tools that enable visibility across the bank and broader Pitney Bowes business units.
• Drive continuous improvement initiatives that elevate the FP&A function as a strategic business partner.

Cross-Functional Partnerships & Leadership

• Act as a key liaison between FP&A and Treasury Lending Product Accounting and Strategy teams.
• Support the Director of FP&A in aligning financial objectives with broader organizational strategy.

Qualifications:

• Bachelors degree in Finance Accounting Economics or related field (MBA CFA or progress toward certification preferred).
• 58 years of progressive experience in FP&A strategic finance or corporate financeideally within financial services banking or lending.
• Strong financial modeling skills with experience analyzing portfolios balance sheets capital allocation and risk-adjusted performance.

Location:

This is a hybrid role with 4 days in the Salt Lake City UT office required. (No relocation assistance offered.)

Sponsorship:

Must be legally authorized to work in the US. Employer will not sponsor position for employment visa status now or in the future (ex. H-1B).

We will:

Provide the opportunity to grow and develop your career
Offer an inclusive environment that encourages diverse perspectives and ideas
Deliver challenging and unique opportunities to contribute to the success of a transforming organization
Offer comprehensive benefits globally (PB Live Well)

Pitney Bowes is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard for race color sex religion national origin age disability (mental or physical) veteran status sexual orientation gender identity or any other consideration made unlawful by applicable federal state or local laws.

All qualified applicants including Veterans and Individuals with Disabilities are encouraged to apply.

All interested individuals must apply online. Individuals with disabilities who cannot apply via our online application should refer to the alternate application options via our Individuals with Disabilities link.