Business Finance Partner
Columbus, OH - USA
Job Summary
Job Description
We are seeking a highly motivated and analytical Business Finance Partner to support our Consumer Banking operating segment. This role will serve as a trusted finance partner to business leaders providing financial reporting forecasting budgeting and strategic decision support. The ideal candidate will have extensive experience translating financial data into actionable insights that drive business performance profitability and growth. This position requires strong financial acumen excellent communication skills and the ability to influence decision-making through data-driven analysis.
Essential Functions
Partner with Consumer Banking Lending leadership to provide financial analysis and strategic guidance.
Lead monthly quarterly and annual financial reporting processes including variance analysis and performance reviews.
Develop and maintain financial forecasts budgets and long-range planning models for both revenue generating business units and support functions.
Analyze key business drivers trends profitability and performance metrics to identify risks and opportunities.
Prepare executive-level presentations and financial packages for senior management.
Support business case development pricing analysis product profitability reviews and investment decisions.
Collaborate with Accounting Treasury Risk and Business Line teams to ensure alignment of financial results and forecasts.
Identify process improvement opportunities and enhance financial reporting and forecasting capabilities.
Assist in annual strategic planning budgeting and stress-testing exercises.
Support ad hoc financial analysis and special projects as needed.
Additional Essential Functions
Ensure compliance with Northwests 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
Complete other duties and special projects as requested by management
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.
Required
Bachelors degree in Finance Accounting Economics or a related field.
810 years of progressive experience in financial planning & analysis (FP&A) financial reporting forecasting or related finance functions.
Experience supporting business lines within a banking or financial services environment with working knowledge of banking concepts such as funds transfer pricing.
Strong understanding of consumer banking wealth management deposits and related financial performance drivers.
Proven ability to develop financial models forecasts and executive-level reporting.
Advanced proficiency in Microsoft Excel and financial analysis tools.
Strong analytical problem-solving and communication skills.
Demonstrated ability to influence business decisions through financial insights and recommendations.
Ability to manage multiple priorities and work independently in a fast-paced environment.
Preferred
MBA CPA CFA or other relevant professional designation.
Experience with Workday Financials Adaptive Planning or other enterprise financial management (ERP/EPM) systems.
Knowledge of banking regulatory reporting and profitability methodologies.
Experience with business intelligence and data visualization tools such as Power BI Tableau or similar platforms.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
About Company
At Northwest Bank, banking starts with people. Discover checking and savings accounts, home loans, business banking, digital tools and guidance to help you make confident financial decisions.