VP FP&A (Financial Planning & Analysis)

About the Job:

Join Independent Bank as Vice President, Financial Planning & Analysis. Lead FP&A—oversee financial planning, budgeting, forecasting, and analysis—and partner across business units to translate data into strategic guidance. Deliver clear, data-driven recommendations that enable smarter decisions, optimize performance, and drive business objectives.

Help shape our future and champion our mission: Inspiring financial independence today, with tomorrow in mind!

Why You Should Apply:

• Comprehensive total rewards package.
• A knowledgeable, goal-driven, and exciting team of colleagues.
• Exposure to different areas of banking and the ability to work with leaders within the industry.
• Community-focused events and volunteer opportunities.

What You Will Do:

• Responsible for the buildout, implementation, and ongoing management of the Axiom financial planning software. Oversee system enhancements, maintenance, and user training to ensure optimal utilization and alignment with organizational goals.
• Lead and manage the FP&A team, fostering a culture of collaboration and high performance.
• Direct the annual budgeting process, monthly financial forecasts, and long-term strategic planning.
• Provide timely, actionable financial reporting and analysis to executive leadership and business units.
• Evaluate financial performance, identifying trends, risks, and opportunities while recommending corrective actions.
• Develop financial models to support strategic initiatives, business planning, and scenario analysis.
• Partner with department leaders to prepare, review, and analyze budgets and forecasts.
• Monitor key performance indicators (KPIs) and prepare variance analyses to explain results versus budget and prior periods.
• Work closely with Accounting, Treasury, and other Finance teams to ensure accuracy and alignment of financial data.
• Present financial insights and recommendations to senior management and stakeholders.
• Champion process improvements, automation, and best practices in financial reporting, planning, and analysis.
• Support business case development for new initiatives, investments, and projects.
• Ensure compliance with internal policies, controls, and regulatory requirements.
• Performs other related duties as assigned.

Knowledge, Skills, and Abilities:

• Bachelor’s degree in Accounting, Finance, Economics or related field required.
• 8+ years of progressively responsible financial planning and analysis experience, ideally within banking or financial services.
• Experience managing and developing high-performing teams.
• Expert knowledge of financial modeling, forecasting techniques, and budgeting processes.
• Strong business acumen with a strategic mindset and analytical skills.
• Advanced proficiency in Microsoft Excel and financial planning tools; experience with Axiom financial planning software and ERP systems a plus.
• Excellent communication, presentation, and interpersonal skills.
• Proven ability to work cross-functionally and influence stakeholders at all levels.

Be Proud. Be YOU. Be Independent!