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Sr. Analyst, Financial Planning & Analysis

Apply Req ID: Req0993256 Date posted 08/03/2022
Sr. Analyst, Financial Planning & Analysis

Boston, United States of America


USA Job Family Description: The Finance organization is responsible for leading and participating in a number of critical functions including: supporting executive management decisions making by analyzing results, assessing strategic alternatives and developing strategic plans; communicating financial results and forecasts with critical stakeholders, including executive management and Board of Directors, shareholders and regulators; managing the Company’s balance sheet, including interest rate and liquidity risks; establishes the Company’s capital policies and prioritizes investments; develops and implements controls to reduce operational risk; developing and maintaining financial data and systems. The Finance organization works across functions and Business lines in the Company, requiring a broad understanding of our business, risk and strategy.

USA Job Function Description: Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results. Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management.

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

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.

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

Work Experience:
3-5 years experience in Financial planning, Financial analysis, Budgeting, or similar field

Skills and Abilities:
Excellent communications and organizational skills.
Detail oriented with ability to research, organize and analyze financial data.
Ability to focus on details.
Proficient data entry skills; Microsoft Office (Word, Excel, Access).
Strong verbal and written communication skills.
Basic knowledge of financial analysis and budgeting procedures.
Ability to work well with teams as well as independently.
Strong interpersonal skills.
Ability to prioritize tasks and projects according to stakeholder and departmental priorities.
Experience with budgets, planning, and forecasting

Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer Rights: Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.


Primary Location: Boston, Massachusetts, United States of America

Other Locations: Massachusetts-Boston

Organization: Santander Bank N.A.

As a part of our commitment to the health and safety of our employees and clients, we have implemented COVID-related health and safety requirements for our workforce. These requirements may include all or some combination of: disclosing your vaccination status, being fully vaccinated, regular testing, mask wearing and social distancing. As you go through our selection process, the requirements will be clearly disclosed to you.


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