Sr. Financial Planning Associate - Santander : Job Details

Sr. Financial Planning Associate

Santander

Job Location : Miami,FL, USA

Posted on : 2025-08-09T01:03:26Z

Job Description :

Join to apply for the Sr. Financial Planning Associate role at Santander Bank, N.A.

1 week ago Be among the first 25 applicants

Join to apply for the Sr. Financial Planning Associate role at Santander Bank, N.A.

Your Journey Starts Here

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

Position Overview

The Senior Financial Planning Associate is responsible for managing financial applications used within the Finance division for tracking, controlling, monitoring, analyzing, and reporting on BPI's business results. This includes maintaining and developing the Cuadro de Mando environments for strategic and budgetary reporting, overseeing ALCO Yield Analysis and Reporting, and the Introducer Payments Calculation Process. The role involves working on strategic projects and digital transformation initiatives.

Key Responsibilities
  • Track, control, monitor, analyze, and report on BPI's consolidated results, supporting strategic projects and digital initiatives.
  • Manage quarterly Introducer calculations.
  • Automate accounting processes and financial reporting to improve efficiency.
  • Document processes and train staff on new procedures.
  • Coordinate upgrades of financial applications such as MPC/Hyperion, Great Plains, Concur, and others.
  • Compile and report monthly ALCO yields, Transfer Pricing, and presentations.
  • Perform other duties as assigned by the supervisor.
    • Required Skills and Qualifications
    • Knowledge of banking accounting, financial reporting, GAAP, and IFRS standards.
    • Experience in executing finance projects and analysis.
    • Ability to develop new financial processes for efficiency.
    • Strong analytical skills, data mining, and validation skills.
    • Project management experience preferred.
    • Proficiency with Microsoft Excel, Word, PowerPoint, and tools like SQL, Hyperion, SAP, Oracle.
    • Excellent communication skills in English and Spanish.
    Education and Experience

    Bachelor's degree required; Master's preferred. 7-10 years of relevant experience.

    Additional Information

    Position based in Miami, FL, with a salary range of $97,500 - $160,000 annually. Santander is an equal opportunity employer committed to diversity and inclusion.

    #J-18808-Ljbffr
    Apply Now!
    Similar Jobs ( 0)
    -- View More Similar Jobs --