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Financial Planning and Analyst - Senior Manager

Disability Solutions

Company : Disability Solutions

Location : Phoenix, AZ, 85003

Posted Date : 15 September 2025

Job Details

Job Title:
Financial Planning and Analyst - Senior Manager

Location:
CityScape

What you'll do:
As a Financial Planning and Analysis Senior Manager you'll take on the role of a key strategic financial partner, leading financial planning and driving financial performance for one or multiple Lines of Business (LOB) or functional areas. You'll provide strategic financial insight to senior leadership.
  • Provide in-depth analysis of financial trends, risks, and opportunities.
  • Enhance and implement financial models to drive business insights.
  • Lead the development, preparation, and analysis of annual budgets, long-range financial forecasts, periodic forecasts, and strategic business plans.
  • Provide financial analysis, modeling, and reporting to support business initiatives, investment decisions, and operational improvements across all levels of the organization.
  • Partner with business unit leaders, executives, and cross-functional teams to deliver robust financial guidance and ensure alignment with organizational objectives.
  • Ensure compliance with all applicable regulatory and legal requirements, industry standards, and internal controls relating to financial reporting and disclosure.
  • Drive process improvements in financial planning, budgeting, forecasting, and reporting to increase efficiency, accuracy, and transparency.
  • Maintain up-to-date knowledge of financial planning and analysis concepts, industry best practices, and changing regulations.
  • Contribute to strategic projects, including mergers and acquisitions, capital planning, and business transformation initiatives.
  • May supervise a team of financial analysts and/or managers.
  • May require up to 25% travel to various sites, meetings, or conferences as business needs dictate.
What you'll need:
  • 7+ years of related experience in Financial Analysis, Accounting, Finance (GL Mgmt., Public Reporting, Analysis) or similar field.
  • Bachelor's degree in related field required; Masters or MBA in related field preferred.
  • Advanced to expert knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Advanced to expert knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation preferred.
  • Previous leadership experience managing teams in a finance, accounting, or relevant commercial banking environment.
  • Demonstrated expertise in financial planning and analysis concepts, including budget development, forecasting, variance analysis, and scenario modeling.
  • Knowledge of financial systems and enterprise resource planning (ERP) platforms, such as SAP, Oracle, or similar.
  • Advanced proficiency in Microsoft Office Suite, with expertise in Microsoft Excel (e.g., advanced formulas, pivot tables, data modeling, macros, and dashboarding).
  • Familiarity with data visualization tools (e.g., Power BI, Tableau) or AI prompting is considered an asset.
  • Exceptional communication skills, both verbal and written, with a proven ability to present complex financial information to executive audiences and stakeholders.
  • Experience in preparing and presenting materials to boards of directors, audit committees, or senior executive teams.
  • Commitment to ethical conduct, professional integrity, and confidentiality in handling sensitive information.
Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

© Western Alliance Bancorporation

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